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 for readers seeking understanding without advocacy or speculation. Educational content, not financial advice.

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 ...

Comparison Snapshot

Key Financial Metrics

LEN

Metric

FOX

$27.98B

Market Cap

$30.54B

8.24%

Potential Profit

10.44%

Hold

Analyst Rating

Buy

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

Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds

Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
$5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.

Sentiment:

🐃Bullish

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

Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds

Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
$5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.

Sentiment:

🐃Bullish

Investment Analysis

Lennar

LEN

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

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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