Lennar Corporation (LEN-B)vsSkyline Corporation (SKY)
LEN-B
Lennar Corporation
$88.33
+0.01%
CONSUMER CYCLICAL · Cap: $23.46B
SKY
Skyline Corporation
$75.62
+1.19%
CONSUMER CYCLICAL · Cap: $4.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1158% more annual revenue ($33.17B vs $2.64B). SKY leads profitability with a 8.1% profit margin vs 5.4%. LEN-B trades at a lower P/E of 12.8x. SKY earns a higher WallStSmart Score of 43/100 (D).
LEN-B
Hold42
out of 100
Grade: D
SKY
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-137.3%
Fair Value
$47.26
Current Price
$88.33
$41.07 premium
Margin of Safety
-259.3%
Fair Value
$25.50
Current Price
$75.62
$50.12 premium
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
Attractively priced relative to earnings
Generating 1.7B in free cash flow
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 3.7%
Weak financial health signals
Expensive relative to growth rate
1.8% revenue growth
Earnings declined 8.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : LEN-B
The strongest argument for LEN-B centers on Price/Book, Altman Z-Score, Debt/Equity.
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, 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 1.8% — sustainability is the question.
LEN-B generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SKY scores higher overall (43/100 vs 42/100). 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.
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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