Beazer Homes USA Inc (BZH)vsLennar Corporation (LEN)
BZH
Beazer Homes USA Inc
$19.34
-0.15%
CONSUMER CYCLICAL · Cap: $550.33M
LEN
Lennar Corporation
$92.19
-0.21%
CONSUMER CYCLICAL · Cap: $22.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1364% more annual revenue ($33.17B vs $2.27B). LEN leads profitability with a 5.4% profit margin vs 0.4%. BZH appears more attractively valued with a PEG of 2.19. LEN earns a higher WallStSmart Score of 47/100 (D+).
BZH
Hold43
out of 100
Grade: D
LEN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1256.8%
Fair Value
$1.97
Current Price
$19.34
$17.37 premium
Margin of Safety
-156.0%
Fair Value
$47.26
Current Price
$92.19
$44.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.4% margin — thin
5.4% margin — thin
Operating margin of 3.7%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BZH
The strongest argument for BZH centers on Price/Book.
Bull Case : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : BZH
The primary concerns for BZH are PEG Ratio, Market Cap, Return on Equity. A P/E of 64.3x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : LEN
The primary concerns for LEN are Profit Margin, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
BZH carries more volatility with a beta of 2.15 — expect wider price swings.
LEN is growing revenue faster at -13.3% — sustainability is the question.
LEN generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEN scores higher overall (47/100 vs 43/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Beazer Homes USA Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Beazer Homes USA, Inc. is a home builder in the United States. The company is headquartered in Atlanta, Georgia.
Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
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