Beazer Homes USA Inc (BZH)vsLennar Corporation (LEN-B)
BZH
Beazer Homes USA Inc
$25.96
+0.23%
CONSUMER CYCLICAL · Cap: $707.95M
LEN-B
Lennar Corporation
$88.66
-1.25%
CONSUMER CYCLICAL · Cap: $21.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1472% more annual revenue ($33.17B vs $2.11B). LEN-B leads profitability with a 5.4% profit margin vs -0.2%. LEN-B appears more attractively valued with a PEG of 0.75. LEN-B earns a higher WallStSmart Score of 53/100 (C-).
BZH
Hold40
out of 100
Grade: D
LEN-B
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BZH.
Margin of Safety
+85.4%
Fair Value
$766.63
Current Price
$88.66
$677.97 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Elevated debt levels
ROE of -0.3% — below average capital efficiency
5.4% margin — thin
Operating margin of 3.6%
Weak financial health signals
Revenue declined 13.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : BZH
The strongest argument for BZH centers on Price/Book.
Bull Case : LEN-B
The strongest argument for LEN-B centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : BZH
The primary concerns for BZH are PEG Ratio, Market Cap, Debt/Equity.
Bear Case : LEN-B
The primary concerns for LEN-B are Profit Margin, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
BZH profiles as a turnaround stock while LEN-B is a value play — different risk/reward profiles.
BZH carries more volatility with a beta of 2.20 — expect wider price swings.
LEN-B is growing revenue faster at -13.3% — sustainability is the question.
BZH generates stronger free cash flow (-71M), providing more financial flexibility.
Bottom Line
LEN-B scores higher overall (53/100 vs 40/100). Both earn "Buy" 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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