Lennar Corporation (LEN-B)vsSkyline Corporation (SKY)
LEN-B
Lennar Corporation
$88.66
-1.25%
CONSUMER CYCLICAL · Cap: $21.84B
SKY
Skyline Corporation
$74.77
+0.25%
CONSUMER CYCLICAL · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1145% more annual revenue ($33.17B vs $2.66B). SKY leads profitability with a 7.8% profit margin vs 5.4%. LEN-B trades at a lower P/E of 12.8x. LEN-B earns a higher WallStSmart Score of 53/100 (C-).
LEN-B
Buy53
out of 100
Grade: C-
SKY
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.4%
Fair Value
$766.63
Current Price
$88.66
$677.97 discount
Margin of Safety
+27.4%
Fair Value
$126.27
Current Price
$74.77
$51.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
5.4% margin — thin
Operating margin of 3.6%
Weak financial health signals
Revenue declined 13.3%
4.6% revenue growth
7.8% margin — thin
Earnings declined 15.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SKY
The strongest argument for SKY centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : LEN-B
The primary concerns for LEN-B are Profit Margin, Operating Margin, Piotroski F-Score.
Bear Case : SKY
The primary concerns for SKY are Revenue Growth, Profit Margin, EPS Growth.
Key Dynamics to Monitor
LEN-B carries more volatility with a beta of 1.40 — expect wider price swings.
SKY is growing revenue faster at 4.6% — sustainability is the question.
SKY generates stronger free cash flow (43M), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEN-B scores higher overall (53/100 vs 43/100). SKY offers better value entry with a 27.4% margin of safety. 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.
Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
Visit Website →Skyline Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Skyline Champion Corporation is a factory-built housing company in North America. The company is headquartered in Troy, Michigan.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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