Dividend compounder review

LEN-B

Lennar Corporation · NYSE · US

Consumer Cyclical · Residential Construction

Score78.50/100
Confidence100.00/100
DecisionWatchlist
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 25.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 15.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 19.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 4.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years23
Dividend Yield2.15%
Payout Ratio31.4%
Dividend Cut 5YNo
Net Income$2.1B
Free Cash Flow$28.2M
FCF Covers DividendNo
Debt / Equity0.19
P/E13.9
Revenue Growth 5Y8.7%
Net Margin4.9%
ROE7.4%
Price vs Trend-8.9%
3Y Return-10.6%
5Y Return30.2%
CurrencyUSD
Warnings

Review flags

Free cash flow does not cover dividends paid.
Dividend diary

Activity record

LEN-B dividend review warning Warning · Warning

Free cash flow does not cover dividends paid.

LEN-B qualified as a dividend compounder candidate Qualified · Positive

Score 78.5/100, decision Watchlist.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

Dividend increased 5.2% Dividend Increase · Positive

Payment changed from 0.4753 to 0.5.

LEN-B dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.4753 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.4753 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.4753 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

Dividend increased 33.3% Dividend Increase · Positive

Payment changed from 0.3565 to 0.4753.

LEN-B dividend payment 0.4753 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.3565 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

LEN-B dividend payment 0.3565 USD Dividend Payment · Info

Recorded dividend payment for Lennar Corporation.

Dividend increased 50.0% Dividend Increase · Positive

Payment changed from 0.2376 to 0.3565.

Dividend increased 100.0% Dividend Increase · Positive

Payment changed from 0.1188 to 0.2376.

Dividend increased 212.5% Dividend Increase · Positive

Payment changed from 0.03802 to 0.1188.

Dividend cut -75.0% Dividend Cut · Negative

Payment changed from 0.1491 to 0.03728.