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LEN vs PHM

Comparison between Lennar Corp - Class A (LEN, Company) and PulteGroup Inc (PHM, Company).

Both LEN and PHM are from the Consumer Cyclical sector.

5-Year PerformancePHM has outperformed LEN, delivering a return of +19.0% compared to +2.7%

LEN vs PHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LEN
$23B
Winner
PHM
$23B
Max Drawdown
LEN
94.67%
Winner
PHM
92.61%
Sharpe Ratio
LEN
-0.34
Winner
PHM
0.57
5Y Beta
Winner
LEN
0.69
PHM
0.76
Industry
LEN
Residential Construction
PHM
Residential Construction
P/E Ratio
LEN
12.55
Winner
PHM
11.36
Forward P/E
LEN
15.11
Winner
PHM
11.82
PEG Ratio
LEN
12.58
Winner
PHM
1.07
Dividend Yield
Winner
LEN
2.20%
PHM
0.81%
5Y Dividends CAGR
Winner
LEN
24.17%
PHM
17.81%
5Y EPS CAGR
LEN
10.56%
Winner
PHM
23.57%
Debt to Equity
LEN
0.00%
PHM
0.00%
Free Cash Flow Yield
LEN
-0.40%
Winner
PHM
7.81%
P/S Ratio
Winner
LEN
0.69
PHM
1.40
P/B Ratio
Winner
LEN
1.04
PHM
1.74

LEN vs PHM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LEN
+9.13%
PHM
+7.41%
3M
LEN
-1.06%
Winner
PHM
+0.72%
6M
LEN
-19.46%
Winner
PHM
-2.39%
1Y
LEN
-13.18%
Winner
PHM
+20.87%
5Y(CAGR)
LEN
+2.71%
Winner
PHM
+19.03%
10Y(CAGR)
LEN
+8.96%
Winner
PHM
+21.89%
Max(CAGR)
LEN
+11.21%
Winner
PHM
+13.62%

LEN vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLENPHM
2026-7.93%+4.36%
2025-19.60%+9.82%
2024-6.32%+7.98%
2023+64.24%+125.46%
2022-17.55%-17.68%
2021+58.06%+36.94%
2020+37.95%+13.00%
2019+40.05%+49.88%
2018-39.44%-21.05%
2017+50.31%+81.73%
2016-7.76%+9.17%
2015+10.79%-14.74%
2014+14.14%+8.11%
2013-0.37%+10.47%
2012+95.54%+178.53%
2011+4.09%-18.89%
2010+45.57%-26.56%
2009+41.40%-10.47%
2008-47.89%+6.27%
2007-63.98%-67.13%
2006-15.37%-19.29%
2005+10.05%+24.89%
2004+22.26%+40.78%
2003+95.97%+84.87%
2002+11.43%+8.56%
2001+33.44%+11.32%
2000+127.96%+101.03%
1999-2.56%+9.65%

LEN vs PHM Drawdown Comparison

The maximum drawdown for LEN was -94.28%, occurring on Nov 21, 2008. Recovery took 3101 trading sessions.

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current LEN drawdown is -47.46%. The current PHM drawdown is -15.79%.

RankLENPHM
#1-94.28%
Jul 28, 2005 - Nov 20, 2017
-92.39%
Jul 28, 2005 - Jan 21, 2020
#2-58.81%
Jan 19, 2018 - Jul 22, 2020
-62.09%
Feb 11, 2020 - Aug 21, 2020
#3-54.50%
Sep 19, 2024 - May 15, 2026
-45.40%
Apr 27, 2001 - Feb 26, 2002
#4-44.35%
Dec 10, 2021 - May 3, 2023
-40.98%
May 10, 2021 - Apr 18, 2023
#5-33.47%
Jul 19, 2001 - Jan 17, 2002
-38.01%
Oct 18, 2024 - Apr 8, 2025
#6-30.12%
Jul 1, 2002 - May 9, 2003
-37.85%
Jun 24, 2002 - May 7, 2003
#7-26.62%
Mar 16, 2004 - Dec 15, 2004
-31.65%
Nov 16, 1999 - May 16, 2000
#8-22.39%
Jul 14, 2023 - Dec 6, 2023
-25.43%
Sep 21, 2004 - Dec 15, 2004
#9-21.38%
Apr 27, 2001 - Jul 11, 2001
-25.27%
Dec 5, 2000 - Apr 24, 2001
#10-19.26%
Mar 31, 2000 - Jul 5, 2000
-20.93%
Mar 5, 2004 - Aug 16, 2004
#11-19.12%
Jun 16, 2003 - Sep 30, 2003
-19.11%
Oct 9, 2000 - Nov 3, 2000
#12-18.75%
Feb 25, 2005 - Jun 16, 2005
-18.85%
Aug 8, 2023 - Nov 14, 2023
#13-17.63%
Dec 11, 2000 - Jan 10, 2001
-18.38%
Jun 16, 2003 - Oct 2, 2003
#14-17.06%
Oct 15, 2020 - Jan 25, 2021
-17.87%
Oct 12, 2020 - Feb 10, 2021
#15-16.58%
Mar 28, 2024 - Jul 19, 2024
-15.44%
Mar 4, 2002 - May 1, 2002

Correlation

Correlation between LEN and PHM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

LEN vs PHM dividend yield comparison.

YearLENPHM
20261.05%0.21%
20251.95%0.78%
20241.47%0.75%
20231.01%0.66%
20221.66%1.34%
20210.86%1.00%
20200.82%1.16%
20190.29%1.16%
20180.41%1.46%
20170.25%1.08%
20160.37%1.96%
20150.33%1.85%
20140.36%1.07%
20130.40%0.74%
20120.41%0.00%
20110.81%0.00%
20100.85%0.00%
20091.25%0.00%
20086.00%1.46%
20073.58%1.52%
20061.22%0.48%
20050.94%0.33%
20040.90%0.31%
20035.77%0.18%
20020.10%0.33%
20010.11%0.36%
20000.14%0.38%
19990.08%0.18%

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