Lennar CorporationOpportunity Rank #318(LEN) Intrinsic Value & DCF Analysis (2026)
Current Price
$87.74
Last updated: May 08, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
Trend Score
As of 2026-05-08
The intrinsic value of Lennar Corporation (LEN) is estimated at $19.26 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $87.74, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 6.49% long-term growth rate and a 9.00% discount rate (calculated: 8.72%), reflecting expected future free cash flow and cost of capital.
The intrinsic value of Lennar Corporation (LEN) is estimated at $19.26 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $87.74, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 6.49% long-term growth rate and a 9.00% discount rate (calculated: 8.72%), reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moves to at least a mid-teens discount to fair value
- Sustained improvement in ROIC versus WACC spread
- Meaningful shifts in the narrative trend and fundamental score
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Lennar Corporation's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Lennar CorporationConsumer Cyclical
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originates and sells securitization commercial mortgage loans. In addition, the company is involved in the fund investment activity. It primarily serves first-time, move-up, active adult, and luxury homebuyers. Lennar Corporation was founded in 1954 and is based in Miami, Florida.
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