LennarFox

Lennar vs Fox

This page compares Lennar and Fox Corporation (Class B) to present how their business models, financial performance, and market context differ. It explains these elements in a neutral, accessible way ...

Why It's Moving

Lennar

Lennar Stock Dips Ahead of High-Stakes Q4 Earnings Reveal.

  • Shares dropped 2.9% to $117.19 on December 9, lagging the S&P 500's gains and signaling investor caution before earnings.
  • Analysts forecast Q4 EPS of $2.30 on $9.17B revenue, but full-year estimates point to a steep 40%+ earnings decline year-over-year due to softening demand.
  • Recent analyst actions lean cautious, with JPMorgan reiterating 'underweight' and an average 'Hold' rating, reflecting broader homebuilder valuation concerns.
Sentiment:
🐻Bearish
Fox

FOX Class B shares surge to 52-week high amid robust advertising momentum and analyst upgrades.

  • FOX reached a 52-week high of $61.23 on December 5, reflecting 2.4% gains in the past month and outpacing its sector amid strong market confidence.
  • Q1 earnings crushed estimates with $1.51 EPS (vs. $1.06 expected) and $3.74B revenue (up 5% YoY), driven by 6% advertising revenue growth despite cable news headwinds.
  • Analysts like CFRA and UBS hiked price targets to $73 and $76 respectively, citing a booming ad market and 3% distribution gains signaling sustained profitability.
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Fed Pivot Stocks: What's Next for Rate-Sensitive Plays

Fed Pivot Stocks: What's Next for Rate-Sensitive Plays

With core inflation aligning with Federal Reserve expectations, the central bank may be positioned to consider interest rate cuts. This theme focuses on companies in sectors that are sensitive to monetary policy and could benefit from lower borrowing costs.

Published: August 30, 2025

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The Umansky Effect: Riding the Luxury Housing Wave

The Umansky Effect: Riding the Luxury Housing Wave

This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.

Published: July 1, 2025

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U.S. Homebuilding Rebound

U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

Published: June 30, 2025

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U.S. Housing Rebound

U.S. Housing Rebound

Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.

Published: June 30, 2025

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Dream Home Economy

Dream Home Economy

Want to own a piece of the American Dream? This collection features companies that build homes, supply materials, and provide essential services across the entire homeownership lifecycle. These carefully selected stocks represent the backbone of where Americans live.

Published: June 17, 2025

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Once-In-A-Decade

Once-In-A-Decade

This collection features companies that profit from life's biggest purchases - the ones you make only a few times. Carefully selected by our analysts, these businesses excel at maximizing value from milestone transactions like homes, vehicles, and luxury goods.

Published: June 17, 2025

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Investment Analysis

Lennar

Pros

  • Lennar benefits from national scale and operational efficiency, enabling it to manage costs more effectively than smaller homebuilders.
  • The company maintains a strong balance sheet with a high quick ratio, supporting resilience during housing market downturns.
  • Lennar's diversified business model includes financial services and multifamily segments, providing additional revenue streams beyond homebuilding.

Considerations

  • Lennar faces persistent margin pressure due to high mortgage rates, labour shortages, and input cost inflation.
  • The stock has underperformed in 2025, with a notable year-to-date decline and concerns about overvaluation based on recent analysis.
  • Elevated competition from both public and private homebuilders is pressuring pricing power and long-term returns.
Fox

Fox

FOX

Pros

  • Fox Corporation maintains a strong presence in broadcast television and sports, benefiting from consistent advertising and subscription revenues.
  • The company has a lean cost structure and a history of disciplined capital allocation, supporting profitability.
  • Fox's focus on live news and sports content provides a competitive advantage in a fragmented media landscape.

Considerations

  • Fox is exposed to secular declines in traditional cable and broadcast viewership, which could pressure future revenue growth.
  • The company faces increasing competition from digital streaming platforms and shifting consumer preferences.
  • Fox's reliance on advertising makes it vulnerable to economic cycles and fluctuations in ad spending.

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