COMPARE · Data as of August 27, 2026
LEN-B vs TOL
Verdict: Side-by-side breakdown using the Bull Rankings model. LEN-B scored 26.2, TOL scored 59.8 — TOL leads.
Compare another set
LEN-B
Lennar Corporation
26.2
$83.45 · $20.1B
fundamentals as of
Score gap
33.6
TOL leads
TOL
Toll Brothers, Inc.
59.8
$148.18 · $13.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTOL12.1x
- Fastest growthTOL+3.6%
- Strongest balance sheetLEN-B0.29
- Highest qualityTOL79 / 100
- Largest discount to fair valueTOL-15%
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
TOL
63
Qualityreturns · margins · balance sheet
79
15
Growthrevenue & earnings expansion
50
19
Valuevaluation vs sector peers
54
TOL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LEN-B
TOL
$717mC+
FCF
$1.2bC+
-7.4%D
Rev
+3.6%C+
0.29A-
D/E
0.32A-
13.1xA-
P/E
12.1xA-
11.11D
PEG
0.99B+
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
TOL
201% above
Price vs fair valuelower is cheaper
15% below
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
-63%
1-yr DCF upside
+9%
-67%
5-yr DCF upside
+17%
-71%
10-yr DCF upside
+29%
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
TOL
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
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.
TOLToll Brothers, Inc.
Why now
Residential Construction · market cap $13.7b. 12% off the 52-week high of $168.36. PEG 0.99 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $171.27 (implying +16% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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 TOL diverge
On the headline score the gap is 33.6 points in favor of TOL. The widest single difference is Growth, where TOL leads by 35.3 points.
- GrowthLEN-B 14.7 · TOL 50.0TOL +35.3
- ValueLEN-B 19.4 · TOL 53.9TOL +34.5
- QualityLEN-B 63.0 · TOL 79.3TOL +16.3
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.