
The right business model combined with the right geographic areas should deliver solid long-term results.
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The right business model combined with the right geographic areas should deliver solid long-term results.

Lennar (LEN) stock sits near $76, its 52-week low, after losing about 39% over the past year while the S&P 500 gained 17% with dividends reinvested. That is below its book value of roughly $91 a share at the end of fiscal Q3 2026, and the CEO says the stock is on sale. The easy read is a bargain. The catch is land that Lennar agreed to buy in very different market conditions, and part of that bill still has no number on it.

Lennar (LEN) stock has lost about 41% over the past year, and on September 18 it closed at the bottom of its 52-week range. The bigger risk sits inside the business. Its plan to rebuild profit depends on selling homes at a steady pace, and its own numbers show that pace slipping.

NVR (NVR) has drawn attention after recent share price weakness, with the stock down 24% over the past year and about 16% lower year to date as of the last close. That recent weakness comes on top of a broader loss of momentum, with NVR’s share price down 15.5% year to date and the 1-year total shareholder return declining 24.0%, even though the 5-year total shareholder return remains positive at 24.2%. Scan for homebuilders and related consumer durables that may not have seen the same...

Although NVR has underperformed relative to the consumer cyclical sector over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

PSMMY vs. NVR: Which Stock Is the Better Value Option?

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Meritage (MTH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

While NVR has lagged behind the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

A luxury builder in a soft market has bought back enough stock to outrun three years of shrinking profits, and the question is what happens when land competes for the same cash.

Berkshire Hathaway's Q2 filing shows an 83% boost in its Alphabet stake to $37.8 billion, added to Lennar, and cut Capital One, Nucor, Kroger, and Constellation Brands holdings.

DY's Q2 outlook points to strong AI and fiber demand, with surging backlog and revenue growth supporting another earnings beat.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the home builders industry, including NVR (NYSE:NVR) and its peers.

TOL faces a Q3 revenue and earnings decline as high mortgage rates weigh on demand, deliveries and margins.

Oliver's inaugural equity position comes as NVR trades near 52-week lows, signaling insider confidence in the homebuilder's valuation.
Over the past six months, NVR’s shares (currently trading at $6,296) have posted a disappointing 18.4% loss, well below the S&P 500’s 4.9% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
NVR (NVR) has drawn investor attention after reporting second quarter 2026 earnings along with updates on its ongoing share repurchase programs, offering fresh data on profitability and capital returns. See our latest analysis for NVR. NVR's latest earnings and active buyback activity sit against a share price of $6,147.05 that has moved lower in recent months, with the stock down 7.48% on a 1 month share price return basis and 15.55% on a year to date share price return basis. At the same...
PHM vs. NVR: Which Stock Is the Better Value Option?
NVR's asset-light model and buybacks support long-term value, but falling earnings, weaker revenues and a premium valuation argue for patience.
NVR's Q2 earnings and homebuilding revenues fall as fewer settlements, softer pricing and margin pressure offset stronger orders and backlog growth.
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
A number of stocks fell in the afternoon session after a surge in the 10-year Treasury yield to a 2026 high of 4.71% stoked fears of rising mortgage rates and reduced homebuyer demand. The sudden spike in bond yields was triggered by escalating tensions in the Middle East, including overnight attacks on Saudi tankers in the Red Sea. This geopolitical conflict sent crude oil prices soaring above $90 per barrel, reigniting persistent inflation fears across the broader market. Consequently, the lik
Homebuilder NVR (NYSE:NVR) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 12.3% year on year to $2.28 billion. Its non-GAAP profit of $83.96 per share was 6.7% below analysts’ consensus estimates.
NVR (NVR) delivered earnings and revenue surprises of -11.45% and -5.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
NVR's second-quarter 2026 performance is likely to have reflected soft housing demand, affordability pressures, elevated mortgage rates and margin headwinds.
MTH vs. NVR: Which Stock Is the Better Value Option?
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
A number of stocks fell in the afternoon session after President Trump declared the Iran ceasefire "over" and threatened fresh strikes, a shock that sent oil soaring and government bond yields climbing on renewed inflation fears.
NVR (NVR) has come into focus after authorizing a large share repurchase program and joining multiple Russell growth indices, a combination that puts capital returns and index driven demand firmly on investors’ radar. See our latest analysis for NVR. Against that backdrop, NVR’s share price has moved to $6,693.66, with a 1 month share price return of 8.27% and a year to date share price return that is down 8.04%. The 5 year total shareholder return of 34.91% contrasts with a 1 year total...
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