Horton D R vs Lennar
DHI and LEN side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DHI and LEN compare
Horton D R is the larger company, worth 2.0 times as much as Lennar ($40.8B against $20.6B).
On earnings, Horton D R is cheaper: it trades at 13.9× trailing earnings, against 16.2× for Lennar.
Horton D R grew revenue faster over the last twelve months (−3.5% versus −8.0% for Lennar).
Horton D R keeps more of each dollar of sales as profit, with a net margin of 9.2% compared with 4.1% at Lennar.
Both pay dividends: Horton D R yields 1.2% and Lennar 2.3%.
Horton D R scores higher on the StockData Score (13 against 8 for Lennar), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DHI | LEN |
|---|---|---|
| Size and price | ||
| Market cap | $40.8B | $20.6B |
| Share price | $146.00 | $85.46 |
| Change, 1 year | −1.5% | −33.3% |
| Change, 5 years | 57.8% | −18.1% |
| Beta (5Y) | 0.99 | 1.02 |
| Employees | 14K | 13K |
| StockData Score | ||
| Total score | 13 (better) | 8 |
| Valuation score | 0 | 1 (better) |
| Growth score | 1 (better) | 0 |
| Performance score | 3 (better) | 0 |
| Health score | 5 (better) | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 13.9× (better) | 16.2× |
| P/S | 1.2× | 0.6× (better) |
| P/B | 1.7× | 1.0× (better) |
| EV/EBITDA | 9.3× (better) | 9.6× |
| P/FCF | 12.8× (better) | 25.4× |
| FCF yield | 7.8% (better) | 3.9% |
| Fair value | $120.54 | $76.05 |
| Margin of safety | −21.1% | −12.4% (better) |
| Growth | ||
| Revenue growth (TTM) | −3.5% (better) | −8.0% |
| Revenue growth, 5Y average | 11.0% (better) | 8.7% |
| Net income growth (TTM) | −23.0% (better) | −51.3% |
| EPS growth (TTM) | −15.6% (better) | −47.7% |
| EPS growth, 5Y average | 12.5% | – |
| Profitability | ||
| Gross margin | 22.6% | – |
| Net margin | 9.2% (better) | 4.1% |
| FCF margin | 9.6% (better) | 2.5% |
| Return on equity | 12.8% (better) | 5.9% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Altman Z-score | 4.20 (better) | 2.93 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% | 2.3% (better) |
| Payout ratio | 16.6% | 37.6% |
| Years of dividend growth | 11 | – |
| Dividend growth, 5Y average | 18.0% | – |
| Buyback yield | 7.2% (better) | 4.8% |
| Shareholder yield | 8.4% (better) | 7.2% |
| Ownership | ||
| Held by institutions | 86.6% | 91.7% |
| Held by insiders | 0.79% | 11.1% |
| Insider net buying, 12 months | −$43.6K | $403M (better) |
| Superinvestors holding | 4 | 4 |
| Short interest, % of float | 3.9% | – |
Go deeper
- DHI stock overview
- DHI income statement
- DHI valuation and score
- LEN stock overview
- LEN income statement
- LEN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.