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LEN vs RL

LEN
Lennar Corporation
NEUTRAL
Price
$92.32
Market Cap
$22.74B
Sector
Consumer Cyclical
AI Confidence
85%
RL
Ralph Lauren Corporation
BULLISH
Price
$362.21
Market Cap
$21.96B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
LEN
13.28
RL
24.62
Forward P/E
LEN
12.13
RL
20.13
P/B Ratio
LEN
1.04
RL
7.6
P/S Ratio
LEN
0.69
RL
2.8
EV/EBITDA
LEN
7.82
RL
16.48

Profitability

Gross Margin
LEN
16.87%
RL
69.65%
Operating Margin
LEN
3.64%
RL
20.09%
Profit Margin
LEN
5.39%
RL
11.73%
ROE
LEN
8.08%
RL
33.85%
ROA
LEN
4.3%
RL
9.57%

Growth

Revenue Growth
LEN
-13.3%
RL
12.2%
Earnings Growth
LEN
-52.6%
RL
24.9%

Financial Health

Debt/Equity
LEN
0.25
RL
0.99
Current Ratio
LEN
8.33
RL
2.1
Quick Ratio
LEN
3.54
RL
1.44

Dividends

Dividend Yield
LEN
2.17%
RL
1.01%
Payout Ratio
LEN
28.78%
RL
24.23%

AI Verdict

LEN NEUTRAL

Lennar exhibits a strong deterministic health profile with a Piotroski F-Score of 7/9 and a defensive valuation below its Graham Number of $117.86. However, this financial stability is starkly contrasted by a severe operational collapse, evidenced by a -52.60% YoY earnings decline and a 0/4 earnings beat record over the last four quarters. While the balance sheet is a fortress with a Debt/Equity ratio of 0.25 and a Current Ratio of 8.33, the technical trend is completely bearish (0/100). The stock is currently caught between strong solvency and deteriorating growth fundamentals.

Strengths
Strong Piotroski F-Score (7/9) indicating robust financial health
Exceptional liquidity with a Current Ratio of 8.33
Very low leverage with a Debt/Equity ratio of 0.25
Risks
Severe earnings contraction (-52.60% YoY)
Consistent failure to meet analyst earnings estimates (0/4 beats)
Strongly bearish technical trend (0/100)
RL BULLISH

Ralph Lauren exhibits strong fundamental growth and exceptional profitability, anchored by a Piotroski F-Score of 4/9, indicating stable financial health. While the stock trades at a significant premium to its Graham Number ($125.6), it remains below its growth-based intrinsic value ($433.95), reflecting its status as a luxury brand with high pricing power. Exceptional ROE (33.85%) and consistent earnings beats over 25 quarters provide a strong floor, though bearish insider activity and technical trends suggest short-term volatility.

Strengths
Exceptional gross margins (69.65%) and operating margins (20.09%)
Strong Return on Equity (ROE) of 33.85%
Consistent earnings track record with 3/4 recent beats and high average surprises
Risks
Bearish insider sentiment, specifically significant selling by the CEO
Very weak technical trend (10/100) suggesting short-term downward momentum
High Price-to-Book ratio (7.60) indicating a steep valuation premium

Compare Another Pair

LEN vs RL: Head-to-Head Comparison

This page compares Lennar Corporation (LEN) and Ralph Lauren Corporation (RL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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