Live Report · Updated January 26, 2026

Lennar vs Expedia

This page compares Lennar and Expedia, examining their business models, financial performance and market context in clear, neutral terms for readers seeking understanding. Educational content, not financial advice.

This page compares Lennar and Expedia, examining their business models, financial performance and market context in clear, neutral terms for readers seeking understanding. Educational content, not fin...

Comparison Snapshot

Key Financial Metrics

LEN

Metric

EXPE

$27.98B

Market Cap

$33.02B

8.24%

Potential Profit

0.90%

Hold

Analyst Rating

Hold

Why It's Moving

Lennar Stock Dips Amid Recent Pullback Despite Steady Dividend Payout

Weekly decline of 6% and daily drop of 3%, contrasting with a 10% monthly gain, highlights fading near-term momentum in a choppy housing market.
Board approved $0.50 per share dividend on Jan. 21 for both Class A and B shares, payable Feb. 19, underscoring financial stability.
Current P/E of 13.6x trades below estimated fair value of 17.5x, suggesting potential undervaluation if housing demand rebounds.

Sentiment:

⚖️Neutral

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst

Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.

Sentiment:

⚖️Neutral

Lennar Stock Dips Amid Recent Pullback Despite Steady Dividend Payout

Weekly decline of 6% and daily drop of 3%, contrasting with a 10% monthly gain, highlights fading near-term momentum in a choppy housing market.
Board approved $0.50 per share dividend on Jan. 21 for both Class A and B shares, payable Feb. 19, underscoring financial stability.
Current P/E of 13.6x trades below estimated fair value of 17.5x, suggesting potential undervaluation if housing demand rebounds.

Sentiment:

⚖️Neutral

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst

Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.

Sentiment:

⚖️Neutral

Investment Analysis

Lennar

LEN

Pros

Lennar benefits from ongoing demand in entry-level and first-time homebuyers, supported by expansion into build-to-rent products ensuring durable volume even amid higher rates.
Its national scale and operational efficiency allow it to manage costs better than smaller competitors, supporting margin stability and EBITDA resilience.
Flexibility in land acquisition and project timing helps Lennar align supply with localized demand, reducing risk from housing market cycles.

Considerations

High mortgage rates and recession risks are suppressing transaction volumes, slowing price growth and extending home sale timelines.
Labor shortages, input cost inflation, and supply chain issues compress gross margins and delay project completions, pressuring profitability.
Rising competition from other public and private homebuilders threatens pricing power and reduces Lennar's long-term return on invested capital.

Expedia

EXPE

Pros

Expedia has a strong global presence in the online travel market with diversified services including lodging, airlines, and vacation packages, well-positioned for travel sector recovery.
The company benefits from robust technology platforms and vast inventory access that drive competitive advantage and customer retention.
Increasing travel demand post-pandemic and expansion in alternative lodging segments like vacation rentals provide growth opportunities.

Considerations

Expedia faces significant exposure to economic cycles and consumer discretionary spending, making it vulnerable to downturns and travel disruptions.
Competitive pressure from other online travel agencies and emerging platforms erodes market share and compresses commission margins.
Regulatory challenges and changing travel policies globally can increase operational complexity and costs, impacting profitability.

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