COMPARE · Data as of August 27, 2026
LEN-B vs MHO
Verdict: Side-by-side breakdown using the Bull Rankings model. LEN-B scored 26.2, MHO scored 52.4 — MHO leads.
Compare another set
LEN-B
Lennar Corporation
26.2
$83.45 · $20.1B
fundamentals as of
Score gap
26.2
MHO leads
MHO
M/I Homes, Inc.
52.4
$150.96 · $3.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMHO12.7x
- Fastest growthMHO-5.0%
- Strongest balance sheetLEN-B0.29
- Highest qualityMHO65 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
LEN-B
stronger →← stronger
MHO
63
Qualityreturns · margins · balance sheet
65
15
Growthrevenue & earnings expansion
42
19
Valuevaluation vs sector peers
52
MHO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LEN-B
MHO
$717mC+
FCF
$196mC
-7.4%D
Rev
-5.0%D+
0.29A-
D/E
0.31A-
13.1xA-
P/E
12.7xA-
11.11D
PEG
0.95B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LEN-B
MHO
201% above
Price vs fair valuelower is cheaper
44% above
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~21%/yr
-63%
1-yr DCF upside
-42%
-67%
5-yr DCF upside
-30%
-71%
10-yr DCF upside
-11%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LEN-B
Why this score
- Buying back stock
MHO
Why this score
- Buying back stock
- Durable high returns
The companies
LEN-BLennar Corporation
Why now
Residential Construction · market cap $20.1b. Down 39% from 52-week high of $137.39 — deep drawdown territory. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Revenue contracting -7% — the operational turn is not yet visible in the top line. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
MHOM/I Homes, Inc.
Why now
Residential Construction · market cap $3.8b. 8% off the 52-week high of $163.66. PEG 0.95 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $170.67 (implying +13% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where LEN-B and MHO diverge
On the headline score the gap is 26.2 points in favor of MHO. The widest single difference is Value, where MHO leads by 33.0 points.
- ValueLEN-B 19.4 · MHO 52.4MHO +33.0
- GrowthLEN-B 14.7 · MHO 42.4MHO +27.7
- QualityLEN-B 63.0 · MHO 64.6level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.