COMPARE · Data as of August 27, 2026
LEN-B vs PHM
Verdict: Side-by-side breakdown using the Bull Rankings model. LEN-B scored 26.2, PHM scored 77.0 — PHM leads.
Compare another set
LEN-B
Lennar Corporation
26.2
$83.45 · $20.1B
fundamentals as of
Score gap
50.8
PHM leads
PHM
PulteGroup, Inc.
77
$126.75
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPHM12.9x
- Fastest growthPHM-7.3%
- Strongest balance sheetPHM0.19
- Highest qualityLEN-B63 / 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.
Fundamentals, head-to-head
LEN-B
PHM
$717mC+
FCF
$1.5bC+
-7.4%D
Rev
-7.3%D
0.29A-
D/E
0.19A-
13.1xA-
P/E
12.9xA-
11.11D
PEG
1.13B+
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
PHM
201% above
Price vs fair valuelower is cheaper
—
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-63%
1-yr DCF upside
—
-67%
5-yr DCF upside
—
-71%
10-yr DCF upside
—
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
PHM
No notable signals flagged.
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.
PHMPulteGroup, Inc.
Why now
Residential Construction · market cap n/a. 12% off the 52-week high of $144.50. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $141.86 (implying +12% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -7% — the operational turn is not yet visible in the top line.
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.