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BZH vs LEN
Which Stock Would AI Choose? Beazer Homes USA (BZH) vs. Lennar (LEN) Stock Comparison
Key Takeaways
- Beazer Homes USA (BZH), a mid-tier homebuilder, reported a Q2 fiscal 2026 net loss but significantly beat earnings expectations, boosting short-term sentiment.
- Lennar (LEN), a leading homebuilder, announced expansion into over 40 new Northeast communities amid broader housing market pressures.
- LEN boasts a market cap over $20 billion, dwarfing BZH's approximately $510 million, reflecting greater scale and stability.
- Year-to-date, LEN has gained about 17%, outperforming BZH's 11% amid sector volatility.
- Both stocks face headwinds from interest rates but show resilience in sales paces and community expansions in recent market activity.
- Tickeron's AI tools highlight diverse trading strategies, with top bots showing annualized returns up to 162% across sectors.
Introduction
Beazer Homes USA (BZH) and Lennar (LEN) are prominent players in the U.S. residential homebuilding sector, a space sensitive to mortgage rates, housing demand, and economic cycles. This stock comparison analyzes their recent performance, business models, and market positioning to aid traders seeking relative value plays and investors eyeing long-term sector exposure. With homebuilder stocks navigating affordability challenges and potential rate shifts, understanding contrasts in scale, earnings momentum, and growth catalysts is key for informed decision-making in today's volatile environment.
BZH Overview and Recent Performance
Beazer Homes USA (BZH), headquartered in Atlanta, designs, builds, and sells single-family homes, townhomes, and condominiums across multiple U.S. markets under brands like Beazer Homes and Choice Plans. In recent weeks, BZH shares have traded around $18 to $21, reflecting a year-to-date gain of about 11% despite broader sector pressures. Key influences include its fiscal Q2 2026 results, where the company posted a net loss of $0.9 million ($0.03 per diluted share), far better than consensus expectations of a $0.72 loss per share. Home sales reached 1,048 units at a pace of 2.1 per community per month, signaling steady demand amid elevated rates. Sentiment has been mixed, with shares showing volatility—down over 15% in the past five days but rebounding post-earnings—driven by cost reductions and insider buying.
LEN Overview and Recent Performance
Lennar (LEN), based in Miami, is one of the largest U.S. homebuilders, constructing single-family homes, multifamily rentals, and offering financial services like mortgage financing and title insurance across segments including Homebuilding East, Central, West, and Multifamily. Trading near $85 recently, LEN shares have delivered a year-to-date return of approximately 17%, though down about 4% in recent sessions amid analyst concerns. Recent developments feature expansion plans for over 40 new Northeast communities in 2026, underscoring growth ambitions. Performance reflects resilience with a trailing twelve-month (TTM) P/E ratio (price-to-earnings ratio) of 12.2 and a 2.3% dividend yield, but shares have lagged peers short-term due to mixed earnings outlooks and sector-wide rate sensitivity. Buyer engagement remains stable, supported by diversified revenue streams.
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Head-to-Head Comparison
Both BZH and LEN operate in residential homebuilding, exposed to interest-sensitive demand, supply chain costs, and regional housing trends, but differ markedly in scale. LEN's $21 billion market cap versus BZH's $510 million enables broader geographic reach and diversification into multifamily and financial services, yielding superior TTM profitability (profit margin 5.4% vs. near-zero) and lower debt-to-equity (25% vs. 107%). Growth drivers include community expansions for both, though LEN scales faster. Recent momentum favors BZH post-earnings beat, but LEN offers stability with dividends. Risks encompass mortgage rate hikes and affordability crunches, with BZH more volatile due to size. Market sentiment tilts toward larger peers like LEN for relative performance in uncertain cycles.
Tickeron AI Verdict
Tickeron's AI currently leans toward LEN due to its consistent trend stability, expansive growth catalysts like Northeast expansions, lower leverage, and stronger profitability metrics amid housing sector headwinds. While BZH shows earnings resilience and value potential, LEN's scale positions it better for sustained relative outperformance, assuming moderating rates.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BZH is a Buy and LEN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BZH’s FA Score shows that 1 FA rating(s) are green whileLEN’s FA Score has 2 green FA rating(s).
- BZH’s FA Score: 1 green, 4 red.
- LEN’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BZH’s TA Score shows that 7 TA indicator(s) are bullish while LEN’s TA Score has 4 bullish TA indicator(s).
- BZH’s TA Score: 7 bullish, 3 bearish.
- LEN’s TA Score: 4 bullish, 4 bearish.
Price Growth
BZH (@Homebuilding) experienced а -12.96% price change this week, while LEN (@Homebuilding) price change was -3.75% for the same time period.
The average weekly price growth across all stocks in the @Homebuilding industry was -3.67%. For the same industry, the average monthly price growth was -8.83%, and the average quarterly price growth was -8.10%.
Reported Earning Dates
BZH is expected to report earnings on Jul 30, 2026.
LEN is expected to report earnings on Jun 22, 2026.
Industries' Descriptions
@Homebuilding (-3.67% weekly)Homebuilding includes companies residential home construction companies, renovators and repair firms. The companies may be building single-family or multifamily homes, condominiums or mobile homes. Over the five years to 2019, the Home Builders industry is estimated to have grown at an annualized rate of 2.5% to reach $89.4 billion, (including expected growth of 2.6% in 2019), according to a study by IbisWorld. After having suffered one of its worst crises a decade ago during the last macroeconomic recession–which had much of its origins in U.S. real estate – the homebuilding industry has been recovering steadily so far. Higher disposable incomes and improving economic activity have bolstered consumers’ purchases of homes. While revenue of the Home Builders industry remains well below its prerecession high, demand growth estimates show promise.
| BZH | LEN | BZH / LEN | |
| Capitalization | 592M | 20.4B | 3% |
| EBITDA | -11.12M | 2.41B | -0% |
| Gain YTD | 6.759 | -18.470 | -37% |
| P/E Ratio | 74.45 | 11.94 | 623% |
| Revenue | 2.11B | 33.2B | 6% |
| Total Cash | 116M | 2.39B | 5% |
| Total Debt | 1.25B | 5.26B | 24% |
BZH | LEN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 96 Overvalued | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 90 | 100 | |
SMR RATING 1..100 | 90 | 77 | |
PRICE GROWTH RATING 1..100 | 60 | 65 | |
P/E GROWTH RATING 1..100 | 1 | 18 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LEN's Valuation (27) in the Homebuilding industry is significantly better than the same rating for BZH (96). This means that LEN’s stock grew significantly faster than BZH’s over the last 12 months.
BZH's Profit vs Risk Rating (90) in the Homebuilding industry is in the same range as LEN (100). This means that BZH’s stock grew similarly to LEN’s over the last 12 months.
LEN's SMR Rating (77) in the Homebuilding industry is in the same range as BZH (90). This means that LEN’s stock grew similarly to BZH’s over the last 12 months.
BZH's Price Growth Rating (60) in the Homebuilding industry is in the same range as LEN (65). This means that BZH’s stock grew similarly to LEN’s over the last 12 months.
BZH's P/E Growth Rating (1) in the Homebuilding industry is in the same range as LEN (18). This means that BZH’s stock grew similarly to LEN’s over the last 12 months.
| BZH | LEN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 85% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 72% |
| Advances ODDS (%) | 9 days ago 75% | 14 days ago 65% |
| Declines ODDS (%) | 2 days ago 76% | 7 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 72% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 69% | 6 days ago 66% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QHY | 45.65 | -0.06 | -0.12% |
| WisdomTree US Hi Yld Corp Bd | |||
| DVSP | 28.60 | -0.08 | -0.29% |
| WEBs SPY Defined Volatility ETF | |||
| JPIN | 73.31 | -0.37 | -0.50% |
| JPMorgan Diversified Return Intl Eq ETF | |||
| QGRW | 64.10 | -0.59 | -0.91% |
| WisdomTree U.S. Quality Growth ETF | |||
| ONLN | 55.45 | -0.75 | -1.33% |
| ProShares Online Retail ETF | |||
BZH and
Correlation & Price change
A.I.dvisor indicates that over the last year, BZH has been closely correlated with HOV. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BZH jumps, then HOV could also see price increases.
| Ticker / NAME | Correlation To BZH | 1D Price Change % | ||
|---|---|---|---|---|
| BZH | 100% | -1.19% | ||
| HOV - BZH | 73% Closely correlated | -2.64% | ||
| DFH - BZH | 68% Closely correlated | -2.18% | ||
| LGIH - BZH | 65% Loosely correlated | -1.55% | ||
| TMHC - BZH | 63% Loosely correlated | -1.36% | ||
| MHO - BZH | 63% Loosely correlated | -1.21% | ||
More | ||||
LEN and
Correlation & Price change
A.I.dvisor indicates that over the last year, LEN has been closely correlated with PHM. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if LEN jumps, then PHM could also see price increases.