Compare Lennar Corporation (LEN) vs State Street PDR S&P Retail ETF (XRT) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lennar Corporation vs State Street PDR S&P Retail ETF — how do they compare? Lennar Corporation trades at $76.62 (market cap $18.44B), while State Street PDR S&P Retail ETF trades at $84.12 (market cap $389.66M). The key difference: Lennar Corporation is far larger — about 47.3× State Street PDR S&P Retail ETF's market cap, and Lennar Corporation pays a 2.58% dividend while State Street PDR S&P Retail ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and State Street PDR S&P Retail ETF for 45 Days on average.
| LEN | XRT | |
|---|---|---|
Market Cap | $18.44B | $389.66M |
Volume | 6,012,214 | 4,275,820 |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $133.13 | $92.35 |
52-Week Low | $74.44 | $77.28 |
Typical Hold Time | 67 Days | 45 Days |
Enterprise Value | $22.86B | — |
Dividend Yield | 2.58% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
LEN trades at $76.69, up 0.74% on the day, with a bearish technical signal from moving averages and oscillators. Recent earnings show three consecutive quarterly misses against expectations, with Q3 2026 results pending. Revenue declined to $34.19B in 2025 from $35.4B in 2024, while net income fell to $2.08B. Valuation metrics appear attractive with P/E of 14.7 and P/B of 0.86. Berkshire Hathaway has been accumulating shares, building an 11.2% stake as of October 2026.
The stock presents a value opportunity with below-book valuation and strong institutional interest, but faces headwinds from declining profitability and housing market challenges. Near-term risks include potential earnings volatility and high mortgage rates, while long-term prospects benefit from Berkshire's strategic positioning and the company's asset-light transition.
XRT trades at $84.09, up 1.42% with a bullish technical signal despite mixed moving averages and oscillators. The ETF faces headwinds from higher interest rates and inflation impacting consumer sentiment, with Seeking Alpha noting underperformance against IVV YTD. Recent retail sales data shows volatility, with August rebounding 1.2% after July's unexpected 0.6% decline. The holiday season projection of $1 trillion in sales provides potential upside catalyst.
The retail ETF's outlook remains challenged by macroeconomic pressures, though selective consumer spending and potential Fed easing could support recovery. Key risks include persistent inflation and interest rate sensitivity, while technical support at $81-83 levels provides near-term stability. Analyst sentiment appears cautious given the unsupportive macro environment heading into 2027.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Lennar Corporation
Lennar is the second-largest public homebuilder in the United States. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
Read more on LEN →About State Street PDR S&P Retail ETF
XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →
