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LEN vs. TOL: Lennar vs. Toll Brothers Stock Comparison

How do Lennar (LEN) and Toll Brothers (TOL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Lennar (LEN) and Toll Brothers (TOL) are both classified in the Homebuilding sub-industry within the broader Household Durables industry, placing them in the closest GICS peer bucket.

Company profile comparison for Lennar (LEN) and Toll Brothers (TOL)
Profile ItemLENTOL
NameLennar CorporationToll Brothers, Inc.
Country/RegionUnited StatesUnited States
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Durables & ApparelConsumer Durables & Apparel
GICS IndustryHousehold DurablesHousehold Durables
GICS Sub-IndustryHomebuildingHomebuilding
Market Capitalization21.11 billion USD14.06 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980July 8, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LEN
TOL
GSPC
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Lennar (LEN) vs. Toll Brothers (TOL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Lennar (LEN) and Toll Brothers (TOL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Lennar (LEN) and Toll Brothers (TOL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Total Return (1Y)-23.01%18.07%
Total Return (3Y, Annualized)-5.93%26.97%
Total Return (5Y, Annualized)-0.92%20.91%

Risk Profile

Drawdown History

LEN
TOL
GSPC
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Lennar (LEN) vs. Toll Brothers (TOL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Lennar (LEN) and Toll Brothers (TOL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Volatility (1Y, Annualized)40.94%35.83%
Beta (5Y)1.361.27
Max Drawdown (5Y)-58.85%-45.97%
Avg. Volume (3M)4.24M1.05M

Risk-Adjusted Performance

Risk-Return Positioning

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LEN and TOL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Sharpe Ratio (1Y)-0.670.38
Sortino Ratio (1Y)-0.980.65

Profitability

ROE (TTM)

Both Lennar (LEN) at 5.96% and Toll Brothers (TOL) at 14.39% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

LEN

Consumer Durables & Apparel industry group

5.96%

Max
44.27%
Q3
22.94%
Median
12.36%
LEN
5.96%
Q1
5.76%
Min
-12.76%

TOL

Consumer Durables & Apparel industry group

14.39%

Max
44.27%
Q3
22.94%
TOL
14.39%
Median
12.36%
Q1
5.76%
Min
-12.76%
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their ROE against the Consumer Durables & Apparel industry group benchmark.

Net Margin (TTM)

Toll Brothers (TOL) at 11.14% retains a top-quartile share of revenue as profit, ahead of Lennar (LEN) at 4.09%, which keeps about the industry-typical share.

LEN

Consumer Durables & Apparel industry group

4.09%

Max
19.00%
Q3
9.42%
Median
5.93%
LEN
4.09%
Q1
2.80%
Min
-7.09%

TOL

Consumer Durables & Apparel industry group

11.14%

Max
19.00%
TOL
11.14%
Q3
9.42%
Median
5.93%
Q1
2.80%
Min
-7.09%
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their net margin against the Consumer Durables & Apparel industry group benchmark.

Operating Margin (TTM)

Toll Brothers (TOL) at 14.56% operates in the top operating margin quartile, ahead of Lennar (LEN) at 5.69%, which runs around its industry’s norm.

LEN

Consumer Durables & Apparel industry group

5.69%

Max
28.97%
Q3
14.34%
Median
8.77%
LEN
5.69%
Q1
4.05%
Min
-7.88%

TOL

Consumer Durables & Apparel industry group

14.56%

Max
28.97%
TOL
14.56%
Q3
14.34%
Median
8.77%
Q1
4.05%
Min
-7.88%
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their operating margin against the Consumer Durables & Apparel industry group benchmark.

Profitability Metrics

Profitability metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
ROE (TTM)5.96%14.39%
ROA (TTM)3.37%6.90%
Net Margin (TTM)4.09%11.14%
Operating Margin (TTM)5.69%14.56%
Gross Margin (TTM)16.02%24.83%

Growth

Revenue Growth

Both Lennar (LEN) at -3.54% and Toll Brothers (TOL) at 1.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Lennar (LEN) at -44.23% and Toll Brothers (TOL) at -10.13% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Revenue Growth (YoY)-3.54%1.11%
Revenue Growth (3Y CAGR)0.51%2.19%
EPS Growth (YoY)-44.23%-10.13%
EPS Growth (3Y CAGR)-20.23%7.36%

Financial Strength

Current Ratio (MRQ)

Both Lennar (LEN) at 10.14 and Toll Brothers (TOL) at 4.50 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

LEN

Consumer Durables & Apparel industry group

10.14

LEN
10.14
Max
5.48
Q3
3.70
Median
2.10
Q1
1.64
Min
0.75

TOL

Consumer Durables & Apparel industry group

4.50

Max
5.48
TOL
4.50
Q3
3.70
Median
2.10
Q1
1.64
Min
0.75
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their current ratio against the Consumer Durables & Apparel industry group benchmark.

Debt / Equity (MRQ)

Both Lennar (LEN) at 0.28 and Toll Brothers (TOL) at 0.34 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

LEN

Consumer Durables & Apparel industry group

0.28

Max
2.46
Q3
1.19
Median
0.45
LEN
0.28
Q1
0.23
Min
0.00

TOL

Consumer Durables & Apparel industry group

0.34

Max
2.46
Q3
1.19
Median
0.45
TOL
0.34
Q1
0.23
Min
0.00
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their debt-to-equity ratio against the Consumer Durables & Apparel industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Current Ratio (MRQ)10.144.50
Debt / Equity (MRQ)0.280.34
Net Debt / EBITDA2.481.10

Dividends

Dividend Yield (TTM)

Both Lennar (LEN) at 2.18% and Toll Brothers (TOL) at 0.66% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

LEN

Consumer Durables & Apparel industry group

2.18%

Max
5.10%
Q3
2.20%
LEN
2.18%
Median
0.77%
Q1
0.00%
Min
0.00%

TOL

Consumer Durables & Apparel industry group

0.66%

Max
5.10%
Q3
2.20%
Median
0.77%
TOL
0.66%
Q1
0.00%
Min
0.00%
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their dividend yield against the Consumer Durables & Apparel industry group benchmark.

Dividend Payout Ratio (TTM)

Both Lennar (LEN) at 37.88% and Toll Brothers (TOL) at 8.22% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

LEN

Consumer Durables & Apparel industry group

37.88%

Max
96.30%
Q3
39.57%
LEN
37.88%
Median
11.11%
Q1
0.00%
Min
0.00%

TOL

Consumer Durables & Apparel industry group

8.22%

Max
96.30%
Q3
39.57%
Median
11.11%
TOL
8.22%
Q1
0.00%
Min
0.00%
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their payout ratio against the Consumer Durables & Apparel industry group benchmark.

Dividend Metrics

Dividend metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
Dividend Yield (TTM)2.18%0.66%
Dividend Payout Ratio (TTM)37.88%8.22%

Valuation

P/E Ratio (TTM)

Toll Brothers (TOL) at 12.29 sits in the cheaper P/E ratio quartile, while Lennar (LEN) at 16.81 is closer to its industry’s usual earnings multiple — a discount for TOL, though growth and earnings durability still matter.

LEN

Consumer Durables & Apparel industry group

16.81

Max
40.20
Q3
25.33
Median
17.52
LEN
16.81
Q1
14.50
Min
5.29

TOL

Consumer Durables & Apparel industry group

12.29

Max
40.20
Q3
25.33
Median
17.52
Q1
14.50
TOL
12.29
Min
5.29
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their P/E ratio against the Consumer Durables & Apparel industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Lennar (LEN) at 0.66 and Toll Brothers (TOL) at 1.31 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

LEN

Consumer Durables & Apparel industry group

0.66

Max
3.32
Q3
1.74
Median
1.02
LEN
0.66
Q1
0.56
Min
0.01

TOL

Consumer Durables & Apparel industry group

1.31

Max
3.32
Q3
1.74
TOL
1.31
Median
1.02
Q1
0.56
Min
0.01
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their P/S ratio against the Consumer Durables & Apparel industry group benchmark.

P/B Ratio (MRQ)

Lennar (LEN) at 0.98 sits in the lower P/B ratio quartile against book while Toll Brothers (TOL) at 1.65 is valued near its industry’s middle — LEN is cheaper on assets, though weigh it against ROE and asset quality.

LEN

Consumer Durables & Apparel industry group

0.98

Max
8.35
Q3
4.28
Median
2.11
Q1
1.09
LEN
0.98
Min
0.49

TOL

Consumer Durables & Apparel industry group

1.65

Max
8.35
Q3
4.28
Median
2.11
TOL
1.65
Q1
1.09
Min
0.49
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Lennar (LEN) vs. Toll Brothers (TOL): A comparison of their P/B ratio against the Consumer Durables & Apparel industry group benchmark.

Valuation Metrics

Valuation metrics for Lennar (LEN) and Toll Brothers (TOL)
MetricLENTOL
P/E Ratio (TTM)16.8112.29
P/S Ratio (TTM)0.661.31
P/B Ratio (MRQ)0.981.65
Free Cash Flow Yield (TTM)5.81%3.97%