Lennar Corporation (LEN-B)vsSkyline Corporation (SKY)
LEN-B
Lennar Corporation
$82.46
-1.15%
CONSUMER CYCLICAL · Cap: $19.97B
SKY
Skyline Corporation
$81.05
+2.48%
CONSUMER CYCLICAL · Cap: $4.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1096% more annual revenue ($31.97B vs $2.67B). SKY leads profitability with a 7.2% profit margin vs 4.1%. LEN-B trades at a lower P/E of 15.9x. LEN-B earns a higher WallStSmart Score of 44/100 (D).
LEN-B
Hold44
out of 100
Grade: D
SKY
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$753.93
Current Price
$82.46
$671.47 discount
Margin of Safety
+26.8%
Fair Value
$125.15
Current Price
$81.05
$44.10 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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
ROE of 6.1% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
1.3% revenue growth
7.2% margin — thin
Earnings declined 21.2%
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 Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.1% margins leave little buffer for downturns.
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 1.38 — expect wider price swings.
SKY is growing revenue faster at 1.3% — sustainability is the question.
SKY generates stronger free cash flow (63M), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEN-B scores higher overall (44/100 vs 43/100). SKY offers better value entry with a 26.8% margin of safety. 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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