S&P 500Consumer Discretionary· USA

LEN

Challenger

Lennar

$89.79

+0.93%

Open $88.39·Prev $88.97

as of 13 Apr

CHALLENGER

Power Core

Power Core in one sentence: Lennar's moat is an integrated land-light operating model at national scale that compresses cycle times, reduces capital intensity, and enables volume-driven market share capture in a fragmented industry.

Published1 Apr 2026

UniverseS&P 500

SectorConsumer Discretionary

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Direction of Movement

Lateral Trajectory with Upward Optionality Contingent on Rates

ROC 200

-21.0%

Referenced in 1 other analysis

Financials