LEN vs STC Stock Comparison

Lennar and Stewart Information Services Prices as of Oct 27, 2026 Peers: Industry group
LEN Lennar Corp /New/
$84.58 +3.0% 1M -34.3% 1Y
Market cap
$19.76B
P/E
15.1x
Revenue (TTM)
$31.97B
Div. yield
0.02%
Homebuilders Consumer Discretionary
3 wins

Head to Head

7 decided of 12

Stewart Information Services leads on 4 of the 12 questions below (Stewart Information Services 4, Lennar 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLENSTCLeader
Larger companyMarket capitalisation $19.76B $1.35B LEN
Cheaper on earningsLower P/E, profitable companies only 15.1x 12.8x STC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.6x 8.9x STC
Faster revenue growthRevenue growth, trailing twelve months -8.0% +20.6% STC
More profitableNet margin, trailing twelve months 4.1% — –
Better return on capitalReturn on invested capital -32.2% — –
Less leveragedLower net debt / EBITDA -0.2x — –
Higher dividend yieldTrailing dividend yield 0.02% 0.00% –
Better 1-year returnPrice return, last 12 months -34.3% -41.3% LEN
Better 5-year returnAnnualised price return, 5 years -2.7%/yr -9.2%/yr LEN
Less volatileAnnualised volatility, 1 year 39.3% 35.7% STC
Higher overall scoreMean of the five percentile scores vs peers 38/100 — –

Percentile Scorecard

LENSTC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLENSTC
Valuation 25 #16 of 21 79 #26 of 119
Growth 26 #15 of 20 –
Profitability 24 #14 of 18 –
Financial Health 47 #10 of 18 –
Shareholder Returns 69 #6 of 17 89 #13 of 106
Overall 38 –
  • LEN ranked among 24 companies in Homebuilding
  • STC ranked among 126 companies in Insurance

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLENSTCSPY
1 month +3.0%-26.6% -0.2%
3 months -3.5%-37.5% +3.9%
6 months -8.4%-39.0% +8.2%
Year to date -17.7%-38.1% +12.9%
1 year -34.3%-41.3% +12.3%
3 years -15.8%+1.6% +87.4%
3 years, per year -5.6%+0.5% +23.3%
5 years -12.9%-38.2% +67.9%
5 years, per year -2.7%-9.2% +10.9%
10 years +120.3%-3.4% +261.1%
10 years, per year +8.2%-0.3% +13.7%

Risk

MeasureLENSTCSPY
Volatility, 1Y 39.3%35.7% 12.7%
Downside volatility, 1Y 37.4%40.4% 12.7%
Beta vs S&P 500, 1Y 0.940.46 1.00
Return / volatility, 1Y -0.87-1.16 0.97
Max drawdown, 5Y -60.5%-54.6% -25.4%
From 52-week high -36.5%-43.6% -1.2%
52-week high $133.13$77.17 $779.14
52-week low $73.54$42.86 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLENSTC
P/E now vs peer median 15.4xmedian 12.7x 12.8xmedian 10.5x
P/S now vs peer median 0.5xmedian 0.6x 0.4xmedian 1.4x
EV/EBITDA now vs peer median -1.8xmedian 9.5x —median 7.6x
P/FCF now vs peer median 21.7xmedian 15.9x 11.5xmedian 8.5x
P/B now vs peer median 0.8xmedian 1.1x —median 1.5x
PEG now vs peer median -0.58median 1.06 —median 0.53

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLENSTC
Revenue $31.97B $3.37B
Gross profit $2.90B –
Operating income -$11.68B –
Net income $1.32B –
Free cash flow $811.27M –
EPS (diluted) $5.50 –
Cash & equivalents $1.43B $152.31M
Total debt $4.30B –
Shares (diluted) 237.76M 30.85M
Enterprise value $10.14B $1.35B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLENSTC
P/E 15.4x 12.8x
P/FCF 21.7x 11.5x
P/Operating cash flow 18.8x –
P/S 0.5x 0.4x
P/B 0.8x –
P/Tangible book 0.8x –
EV/EBITDA -1.8x –
EV/EBIT -1.8x –
EV/Revenue 0.6x 0.4x
EV/FCF 25.2x –
EV/Operating cash flow 21.8x –
PEG (3Y EPS CAGR) -0.58 –

Growth

14 metrics
MetricLENSTC
Revenue growth (1Y) -8.0% 20.6%
Revenue CAGR (3Y) -1.5% 13.1%
Gross profit growth (1Y) -25.8% –
Gross profit CAGR (3Y) -25.2% –
Operating income growth (1Y) 15.2% –
Operating income CAGR (3Y) -65.1% –
Net income growth (1Y) -51.1% –
Net income CAGR (3Y) -30.4% –
EPS growth (1Y) -47.6% –
EPS CAGR (3Y) -26.4% –
Operating cash flow growth (1Y) 265.0% –
Operating cash flow CAGR (3Y) -43.9% –
Free cash flow growth (1Y) 213.8% –
Free cash flow CAGR (3Y) -46.2% –

Profitability

14 metrics
MetricLENSTC
Gross margin 9.1% –
EBITDA margin -36.1% –
Operating margin -36.5% –
Pretax margin 5.6% –
Net margin 4.1% –
FCF margin 2.5% –
Operating cash flow margin 2.9% –
Return on equity 6.1% –
Return on assets 4.0% –
Return on invested capital -32.2% –
Return on capital employed – –
Asset turnover 1.0x 1.0x
Cash conversion (OCF / net income) 0.7x –
Stock comp / revenue 0.4% –

Financial Health

11 metrics
MetricLENSTC
Debt / assets 12.9% –
Debt / equity 0.2x –
Net debt / EBITDA -0.2x –
Debt / FCF 5.3x –
Liabilities / assets 35.0% 48.9%
Equity / assets 65.0% –
Interest coverage – –
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricLENSTC
Dividend yield 2.4% 4.9%
Net buyback yield 5.6% –
Shareholder yield 8.0% 4.9%
Payout ratio (earnings) 37.2% –
Payout ratio (FCF) 60.7% –
Dividend growth (1Y) -6.9% –
Dividend CAGR (3Y) 4.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLENSTC
Forward P/E 16.6xFY2026 8.9xFY2026
EPS, next fiscal year $5.08FY2026 $4.86FY2026
EPS growth, next FY -36.3%FY2026 -0.6%FY2026
EPS growth, the year after +6.3% +11.7%
Revenue, next fiscal year $32.49BFY2026 $3.64BFY2026
Revenue growth, next FY -5.0%FY2026 +24.6%FY2026
Revenue growth, the year after -6.4% +2.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLENSTC
Held by institutions 100.0% 97.9%
Institutions holding 936 253
Change in shares held, QoQ +3.9% +1.9%
Institutions buying 506 139
Institutions selling 303 78
Buyers to sellers 1.67 1.78

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LENSTC
LEN 1.00 0.23
STC 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LEN and STC?

Lennar (LEN) is the largest by market capitalisation: Lennar (LEN) $19.76B, Stewart Information Services (STC) $1.35B.

Which stock is cheaper, LEN and STC?

Stewart Information Services (STC) trades on the lowest price-to-earnings ratio (Lennar (LEN) 15.1x, Stewart Information Services (STC) 12.8x). On next year's consensus earnings, Stewart Information Services (STC) is cheapest (Lennar (LEN) 16.6x, Stewart Information Services (STC) 8.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Stewart Information Services (STC) grew revenue fastest over the trailing twelve months: Lennar (LEN) -8.0%, Stewart Information Services (STC) +20.6%.

Which stock has performed better?

Over the past year Lennar (LEN) returned the most: Lennar (LEN) -34.3%, Stewart Information Services (STC) -41.3%. Over five years, Lennar (LEN) compounded fastest (Lennar (LEN) -2.7%/yr, Stewart Information Services (STC) -9.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Lennar (LEN) 0.02%, Stewart Information Services (STC) 0.00%. Stewart Information Services (STC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Stewart Information Services (STC) has been the steadiest (Lennar (LEN) 39.3%, Stewart Information Services (STC) 35.7%). Volatility measures how widely the price swings, not the risk of the business.

Do LEN and STC move together?

Their daily returns over the past year have a correlation of 0.23, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, LEN and STC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Stewart Information Services (STC) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.