Verdict: Side-by-side breakdown using the Bull Rankings model. TOL scored 51.0, LEN-B scored 34.1 — TOL leads.
Compare another set
TOL
Toll Brothers, Inc.
Residential Construction · Quality-Growth
51
$133.13 · $12.3B
fundamentals as of
Score gap
16.9
TOL leads
LEN-B
Lennar Corporation
Residential Construction · Quality-Growth
34.1
$76.02 · $18.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTOL10.7x
Fastest growthTOL-1.1%
Strongest balance sheetLEN-B0.28
Highest qualityTOL77 / 100
Largest discount to fair valueTOL-1%
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)
TOL
stronger →← stronger
LEN-B
77
Qualityreturns · margins · balance sheet
57
26
Growthrevenue & earnings expansion
15
65
Valuevaluation vs sector peers
47
TOL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TOL
LEN-B
$1.1bC+
FCF
$811mC+
-1.1%D+
Rev
-8.0%D
0.34A-
D/E
0.28A-
10.7xA-
P/E
14.4xB+
0.87B+
PEG
11.11D
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
TOL
LEN-B
1% below
Price vs fair valuelower is cheaper
110% above
~2%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~21%/yr
+4%
1-yr DCF upside
-50%
+1%
5-yr DCF upside
-52%
-4%
10-yr DCF upside
-55%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TOL
Why this score
Buying back stock
Raising its dividend
Durable high returns
LEN-B
Why this score
Buying back stock
The companies
TOLToll Brothers, Inc.
Residential Construction · $133.13 · beta 1.30
Why now
Residential Construction · market cap $12.3b. Down 21% from 52-week high of $168.36 — deep drawdown territory. PEG 0.87 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $170.88 (implying +28% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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.
LEN-BLennar Corporation
Residential Construction · $76.02 · beta 1.38
Why now
Residential Construction · market cap $18.1b. Down 39% from 52-week high of $125.48 — deep drawdown territory. Revenue -8% — 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 -8% — 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 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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 TOL and LEN-B diverge
On the headline score the gap is 16.9 points in favor of TOL. The widest single difference is Quality, where TOL leads by 20.1 points.
QualityTOL 76.8 · LEN-B 56.7TOL +20.1
ValueTOL 65.0 · LEN-B 47.4TOL +17.6
GrowthTOL 26.5 · LEN-B 14.7TOL +11.8
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is TOL or LEN-B the better stock?
TOL scores higher: TOL 51.0, LEN-B 34.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TOL and LEN-B differ most?
The widest gap is quality, where TOL leads by 20 points on the 0–100 pillar scale. TOL leads all three pillars, so the gap is broad rather than a single-measure difference.
How are TOL and LEN-B scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.