No connection

Search Results

LEN vs TSCO

LEN
Lennar Corporation
NEUTRAL
Price
$92.32
Market Cap
$22.74B
Sector
Consumer Cyclical
AI Confidence
85%
TSCO
Tractor Supply Company
BEARISH
Price
$44.81
Market Cap
$23.59B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
LEN
13.28
TSCO
21.75
Forward P/E
LEN
12.13
TSCO
18.69
P/B Ratio
LEN
1.04
TSCO
9.15
P/S Ratio
LEN
0.69
TSCO
1.52
EV/EBITDA
LEN
7.82
TSCO
14.96

Profitability

Gross Margin
LEN
16.87%
TSCO
36.42%
Operating Margin
LEN
3.64%
TSCO
7.64%
Profit Margin
LEN
5.39%
TSCO
7.06%
ROE
LEN
8.08%
TSCO
45.18%
ROA
LEN
4.3%
TSCO
8.84%

Growth

Revenue Growth
LEN
-13.3%
TSCO
3.3%
Earnings Growth
LEN
-52.6%
TSCO
-2.2%

Financial Health

Debt/Equity
LEN
0.25
TSCO
2.3
Current Ratio
LEN
8.33
TSCO
1.34
Quick Ratio
LEN
3.54
TSCO
0.09

Dividends

Dividend Yield
LEN
2.17%
TSCO
2.14%
Payout Ratio
LEN
28.78%
TSCO
44.66%

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)
TSCO BEARISH

TSCO exhibits a stable deterministic health profile with a Piotroski F-Score of 6/9, yet it is severely overvalued relative to its Graham Number ($15.07) and Intrinsic Value ($14.42). While the company maintains an exceptional ROE of 45.18%, this is offset by negative earnings growth (-2.20% YoY) and a dangerously low Quick Ratio of 0.09, indicating heavy reliance on inventory for liquidity. The combination of a 0/100 technical trend, aggressive insider selling ($11.96M), and a price trading at a massive premium to defensive fair value suggests significant downside risk.

Strengths
Exceptional Return on Equity (ROE) of 45.18%
Stable Piotroski F-Score (6/9) indicating consistent financial health
Strong gross margins (36.42%) reflecting pricing power in rural niche
Risks
Severe overvaluation relative to Graham and Intrinsic value models
Negative earnings growth (-2.20% YoY and -3.80% Q/Q)
Critical liquidity risk evidenced by a Quick Ratio of 0.09

Compare Another Pair

LEN vs TSCO: Head-to-Head Comparison

This page compares Lennar Corporation (LEN) and Tractor Supply Company (TSCO) 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.

Home
Terminal
AI Chat
Markets
Profile