Análisis Argos
LEN
LENBarata · ojo al riesgo
Lennar Corporation · Consumer Cyclical
US$ 88.21
precio al 2026-07-04
Valor justo Argos*
US$ 213–231
vs. su valor justo
62% por debajo
Score Argos
50/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 25.4% al año — menos de lo que viene demostrando (6.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO3/6PASADO2/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO2/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos50de 100Barata · ojo al riesgo
Ingresos4%
US$ 34.2 B
Margen operativo42%
8%
Flujo de caja libre99%
US$ 0 B
Deuda neta
US$ 2.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 21.9B
P/E10.5x
EV/EBITDA8.5x
FCF yield0.1%
ROIC8.4%
Margen operativo8%
Crecim. ingresos-3.5%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 27 jun
Lennar vs. NVR: Which Homebuilder Stock Is a Better Buy in 2026?
Lennar leverages its massive national scale and integrated financial services to capture value across the entire home-buying process. NVR utilizes a land-light business model that prioritizes capital efficiency and risk mitigation over direct land ownership.
barrons.com · 26 jun
Home Builder Stocks Are Showing Newfound Strength. Why a 30% Gain Is Possible.
Technical analysis indicates a home builder ETF could climb nearly 30% by the end of the year.
investors.com · 26 jun
If You Own These 10 Stocks — Analysts Think You Should Sell Them
Analysts don't like to put "sell" ratings on S&P 500 stocks. So the fact they're willing to do it with some is worth your attention.
247wallst.com · 25 jun
268 U.S. Cities Now Have $1 Million Starter Homes as Housing Affordability Worsens. Here’s Why
The American starter home, once a symbol of accessible homeownership, has crossed into seven-figure territory in a growing number of metros. According to Katie Hubbard, president of U.S. Capital Markets at Walton Global, 268 U.S. cities now have entry-level homes priced at $1 million, concentrated mostly in California and New York. According to Zillow, the... 268 U.S. Cities Now Have $1 Million Starter Homes as Housing Affordability Worsens. Here's Why
prnewswire.com · 25 jun
Lennar Corporation Declares Quarterly Dividends
MIAMI, June 25, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock payable on July 24, 2026 to holders of record at the close of business on July 10, 2026. About Lennar Lennar Corporation, founded in 1954, is one of the nation's leading builders of quality homes for all generations.
gurufocus.com · 24 jun
Is It Too Late to Buy Lennar Corp (LEN) After 6.4% Rally? GF Value Says Undervalued
On June 24, 2026, Lennar Corp (LEN) shares rose 6.4% to $92.95. This movement in the stock comes amid a 52-week range of $81.18 to $144.24, signaling a notewort
fool.com · 24 jun
Lennar Hasn't Sold Homes This Cheap Since 2017. Here's What That Means for the Housing Market.
Lennar cut average home prices to 2017 levels, prioritizing sales volume over short-term margins. Lower prices improve affordability, but elevated mortgage rates remain the biggest obstacle for buyers.
zacks.com · 24 jun
Housing Stocks Back in Spotlight
Housing Stocks Back in Spotlight.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.