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LEN Lennar Corp

NYSE, CIK 0000920760, fiscal year ends 11/30. Last price 84.92 on 2026-10-23, market value 20.2 billion dollars.

Machine-readable: LEN.json, LEN.md. Librarian dossier (cited facts, written 2026-10-17): LEN dossier. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	90 partial, missing 5	partial: 5	2025-11-30 stale: Revenue, debt_incl_current	2016–2025	2026-10-23	2 verified, 16 unverified	method
Magic Formula	n/a	insufficient data (latest annual operating income is CY2020)	—	—	—	—	method
Momentum	20	ok	2026-10-23	—	2026-10-23	—	method
Insider	59	ok	2026-10-23	—	—	—	method
Buffett Quality	82 partial, missing 5	partial: 5	2025-11-30 stale: debt_incl_current	2016–2025	2026-10-23	0 verified, 37 unverified	method
Lynch GARP	26 partial, missing 1, 2, 5	partial: 1, 2, 5	2025-11-30 stale: debt_incl_current	2025–2025	2026-10-23	0 verified, 4 unverified	method
Graham Enterprising	45 partial, missing 1, 2, 5, 7	partial: 1, 2, 5, 7	2026-08-31	2021–2025	2026-10-23	0 verified, 6 unverified	method
Piotroski F-Score	33 partial, missing 5, 6, 7, 8	partial: 5, 6, 7, 8	—	2024–2025	—	0 verified, 13 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	84.92	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	237,900,239	underlying shares	2026-08-31	SEC cover page 10-Q 0001628280-26-064557 (sum of classes (Class A Common Stock, par value $.10 207,876,222 x 1; Class B Common Stock, par value $.10 30,024,017 x 1; class economics verified in https://www.sec.gov/Archives/edgar/data/920760/000162828026003870/len-20251130.htm)); filing document https://www.sec.gov/Archives/edgar/data/920760/000162828026064557/len-20260831.htm 0001628280-26-064557
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	20,202,488,296	USD	2026-10-23 shares at 2026-08-31	84.92 (price 2026-10-23) / 1 x 237,900,239 (shares at 2026-08-31) = 20,202,488,296

Graham Defensive

90 of 100. partial: 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	34.19 revenue $B	>= 1	5.0 / 5
2 Debt <= equity (unclassified balance sheet fallback) LongTermDebt including current maturities (upper bound for the noncurrent portion); no AssetsCurrent/LiabilitiesCurrent in any filing	0.27	<= 1.0	30.0 / 30
3 Positive earnings each of 10 years	10 of 10	10 of 10	15.0 / 15
4 Dividends every year for 20 years	20 of 20 XBRL check: 1 years agree, 19 unverified	20 of 20	15.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS	7.1	<= 15	15.0 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 0.94, product 6.6	<= 1.5 or <= 22.5	10.0 / 10

Inputs, 20 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	84.92	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	34186934000.0	2025-11-30 stale	SEC XBRL Revenues 0001628280-26-003870	unverified
debt_incl_current	5874995000.0	2025-11-30 stale	SEC XBRL LongTermDebt (companyfacts) 0001628280-26-003870	unverified
equity	21558959000.0	2026-08-31	SEC XBRL StockholdersEquity (companyfacts) 0001628280-26-064557	unverified
Net income FY2016	911844000.0	2016-11-30 history	SEC XBRL NetIncomeLoss 0001628280-19-000598	unverified
Net income FY2017	810480000.0	2017-11-30 history	SEC XBRL NetIncomeLoss 0001628280-20-000559	unverified
Net income FY2018	1695831000.0	2018-11-30 history	SEC XBRL NetIncomeLoss 0001628280-21-000722	unverified
Net income FY2019	1849052000.0	2019-11-30 history	SEC XBRL NetIncomeLoss 0001628280-22-001450	unverified
Net income FY2020	2465036000.0	2020-11-30 history	SEC XBRL NetIncomeLoss 0001628280-23-001606	unverified
Net income FY2021	4430111000.0	2021-11-30 history	SEC XBRL NetIncomeLoss 0001628280-24-002371	unverified
Net income FY2022	4614125000.0	2022-11-30 history	SEC XBRL NetIncomeLoss 0001628280-25-002404	unverified
Net income FY2023	3938511000.0	2023-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2024	3932533000.0	2024-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2025	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Dividend years (Yahoo)	[2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	verified (partly: XBRL covers 1 of 20 years)
Dividends per share FY2021 (XBRL)	0.25	2021-11-30 history	SEC XBRL CommonStockDividendsPerShareCashPaid 0001628280-22-025896	verified
EPS diluted FY2023	13.73	2023-11-30 history	SEC XBRL EarningsPerShareDiluted 0001628280-25-002404	unverified
EPS diluted FY2024	14.31	2024-11-30 history	SEC XBRL EarningsPerShareDiluted 0001628280-25-002404	unverified
EPS diluted FY2025	7.98	2025-11-30 history	SEC XBRL EarningsPerShareBasic 0001628280-26-003870	unverified
Shares outstanding	237900239.0	2026-08-31	SEC cover page 10-Q 0001628280-26-064557 (sum of classes (Class A Common Stock, par value $.10 207,876,222 x 1; Class B Common Stock, par value $.10 30,024,017 x 1; class economics verified in https://www.sec.gov/Archives/edgar/data/920760/000162828026003870/len-20251130.htm)); filing document https://www.sec.gov/Archives/edgar/data/920760/000162828026064557/len-20260831.htm 0001628280-26-064557	not cross-checked

Magic Formula

insufficient data (latest annual operating income is CY2020). How this is scored.

insufficient data (latest annual operating income is CY2020).

Momentum

20 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-35.0 % (percentile 5.2)	2.6 / 50
6 month return	-8.7 % (percentile 24.4)	4.9 / 20
Price / 52-week high	0.652	9.8 / 15
Volatility penalty (60d annualised)	43.1 %	2.7 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	84.92	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

59 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	294.66 bp	35.0 / 35
Distinct buyers	2	12.5 / 25
Buyer seniority	0.3	6.0 / 20
Recency (half-life 30d)	0.57	5.7 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 45 numbers with their sources

Input	Value	Period	Source	Check
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	23842.26	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	404483.94999999995	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	191084.36000000002	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	176604.80000000002	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	1654380.0	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	3594502.0	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	67453950.12	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	27071963.59	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-02	35118615.81	2026-10-02	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	8000.0	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	75534.5	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	297544.52	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	15232286.86	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	7479313.1	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-10-01	33852326.809999995	2026-10-01	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-30	320559.84	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-30	52120752.67	2026-09-30	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-29	1007083.55	2026-09-29	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-29	8000.0	2026-09-29	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-28	426191.99999999994	2026-09-28	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-25	14012596.799999999	2026-09-25	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-25	558459.66	2026-09-25	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-25	25352361.1	2026-09-25	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-24	237732.25	2026-09-24	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-24	747739.3	2026-09-24	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-24	32170598.04	2026-09-24	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-24	19683396.48	2026-09-24	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-23	101027.37	2026-09-23	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BUFFETT WARREN E 2026-09-23	43518878.45	2026-09-23	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-21	370314.88	2026-09-21	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-21	1390346.52	2026-09-21	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-21	37722587.73	2026-09-21	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-21	12378038.25	2026-09-21	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	3975217.16	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	54655.8	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	29546.4	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	2477525.6	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	623152.0	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	5369468.4	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	39190.0	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-18	93075791.31	2026-09-18	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-17	20981339.849999998	2026-09-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-17	32571123.24	2026-09-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-17	647369.64	2026-09-17	SEC Form 4 (insider transactions data set)	not cross-checked
Form 4 P BERKSHIRE HATHAWAY INC 2026-09-17	689484.6399999999	2026-09-17	SEC Form 4 (insider transactions data set)	not cross-checked

Buffett Quality

82 of 100. partial: 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity)	14.5% over 8 yrs	>= 15%	23.1 / 25
2 Profitable every year	10 of 10	all years	15.0 / 15
3 Net income growth, 3-yr average now vs start of window	+16.5% a year	>= +10%	10.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)	1.8 years	<= 4	15.0 / 15
5 Operating margin, 5-yr average needs at least 4 of the last 5 years	0 years with operating income and revenue	>= 20%	None / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)	0.69	>= 1.0	3.7 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)	12.1%	>= 7%	15.0 / 15

Inputs, 39 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	84.92	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2018	1695831000.0	2018-11-30 history	SEC XBRL NetIncomeLoss 0001628280-21-000722	unverified
Equity at FY2018 end	14581535000.0	2018-11-30 history	SEC XBRL StockholdersEquity 0001628280-20-000559	unverified
Net income FY2019	1849052000.0	2019-11-30 history	SEC XBRL NetIncomeLoss 0001628280-22-001450	unverified
Equity at FY2019 end	15949517000.0	2019-11-30 history	SEC XBRL StockholdersEquity 0001628280-21-000722	unverified
Net income FY2020	2465036000.0	2020-11-30 history	SEC XBRL NetIncomeLoss 0001628280-23-001606	unverified
Equity at FY2020 end	17994856000.0	2020-11-30 history	SEC XBRL StockholdersEquity 0001628280-22-001450	unverified
Net income FY2021	4430111000.0	2021-11-30 history	SEC XBRL NetIncomeLoss 0001628280-24-002371	unverified
Equity at FY2021 end	20816425000.0	2021-11-30 history	SEC XBRL StockholdersEquity 0001628280-23-001606	unverified
Net income FY2022	4614125000.0	2022-11-30 history	SEC XBRL NetIncomeLoss 0001628280-25-002404	unverified
Equity at FY2022 end	24100500000.0	2022-11-30 history	SEC XBRL StockholdersEquity 0001628280-24-002371	unverified
Net income FY2023	3938511000.0	2023-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Equity at FY2023 end	26580664000.0	2023-11-30 history	SEC XBRL StockholdersEquity 0001628280-25-002404	unverified
Net income FY2024	3932533000.0	2024-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Equity at FY2024 end	27870135000.0	2024-11-30 history	SEC XBRL StockholdersEquity 0001628280-26-003870	unverified
Net income FY2025	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Equity at FY2025 end	21959417000.0	2025-11-30 history	SEC XBRL StockholdersEquity 0001628280-26-064557	unverified
Net income FY2016	911844000.0	2016-11-30 history	SEC XBRL NetIncomeLoss 0001628280-19-000598	unverified
Net income FY2017	810480000.0	2017-11-30 history	SEC XBRL NetIncomeLoss 0001628280-20-000559	unverified
Net income FY2018	1695831000.0	2018-11-30 history	SEC XBRL NetIncomeLoss 0001628280-21-000722	unverified
Net income FY2019	1849052000.0	2019-11-30 history	SEC XBRL NetIncomeLoss 0001628280-22-001450	unverified
Net income FY2020	2465036000.0	2020-11-30 history	SEC XBRL NetIncomeLoss 0001628280-23-001606	unverified
Net income FY2021	4430111000.0	2021-11-30 history	SEC XBRL NetIncomeLoss 0001628280-24-002371	unverified
Net income FY2022	4614125000.0	2022-11-30 history	SEC XBRL NetIncomeLoss 0001628280-25-002404	unverified
Net income FY2023	3938511000.0	2023-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2024	3932533000.0	2024-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2025	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
debt_incl_current	5874995000.0	2025-11-30 stale	SEC XBRL LongTermDebt (companyfacts) 0001628280-26-003870	unverified
Operating cash flow FY2021	2532774000.0	2021-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-24-002371	unverified
Capital expenditure FY2021	65172000.0	2021-11-30 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001628280-24-002371	unverified
Operating cash flow FY2022	3265668000.0	2022-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-25-002404	unverified
Capital expenditure FY2022	57214000.0	2022-11-30 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001628280-25-002404	unverified
Operating cash flow FY2023	5179738000.0	2023-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-003870	unverified
Capital expenditure FY2023	99799000.0	2023-11-30 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001628280-26-003870	unverified
Operating cash flow FY2024	2403379000.0	2024-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-003870	unverified
Capital expenditure FY2024	171503000.0	2024-11-30 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001628280-26-003870	unverified
Operating cash flow FY2025	216812000.0	2025-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-003870	unverified
Capital expenditure FY2025	188629000.0	2025-11-30 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001628280-26-003870	unverified
Shares outstanding	237900239.0	2026-08-31	SEC cover page 10-Q 0001628280-26-064557 (sum of classes (Class A Common Stock, par value $.10 207,876,222 x 1; Class B Common Stock, par value $.10 30,024,017 x 1; class economics verified in https://www.sec.gov/Archives/edgar/data/920760/000162828026003870/len-20251130.htm)); filing document https://www.sec.gov/Archives/edgar/data/920760/000162828026064557/len-20260831.htm 0001628280-26-064557	not cross-checked

Lynch GARP

26 of 100. partial: 1, 2, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier	—	<= 1.0	None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier	—	12% to 35% a year	None / 20
3 P/E on latest annual EPS	10.6	<= 25	10.0 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)	0.27	<= 0.5	15.0 / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS	—	5 of 5	None / 15
6 Net cash (cash minus borrowings) / market cap	-21.7%	>= +10%	1.0 / 10

Inputs, 5 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	84.92	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
EPS diluted FY2025	7.98	2025-11-30 history	SEC XBRL EarningsPerShareBasic 0001628280-26-003870	unverified
debt_incl_current	5874995000.0	2025-11-30 stale	SEC XBRL LongTermDebt (companyfacts) 0001628280-26-003870	unverified
equity	21558959000.0	2026-08-31	SEC XBRL StockholdersEquity (companyfacts) 0001628280-26-064557	unverified
cash	1498890000.0	2026-08-31	SEC XBRL CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents 0001628280-26-064557	unverified

Graham Enterprising

45 of 100. partial: 1, 2, 5, 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)	—	>= 1.5	None / 15
2 Borrowings vs working capital no fresh current assets/liabilities	—	<= 1.1x	None / 15
3 No earnings deficit in the last 5 years	5 of 5 profitable	5 of 5	15.0 / 15
4 Pays a current dividend	yes	yes	10.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier	—	higher	None / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	0.94	<= 1.2	20.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count	—	<= 0.67	None / 15

Inputs, 9 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	84.92	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2021	4430111000.0	2021-11-30 history	SEC XBRL NetIncomeLoss 0001628280-24-002371	unverified
Net income FY2022	4614125000.0	2022-11-30 history	SEC XBRL NetIncomeLoss 0001628280-25-002404	unverified
Net income FY2023	3938511000.0	2023-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2024	3932533000.0	2024-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Net income FY2025	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
Dividend years (Yahoo)	[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	not cross-checked
equity	21558959000.0	2026-08-31	SEC XBRL StockholdersEquity (companyfacts) 0001628280-26-064557	unverified
Shares outstanding	237900239.0	2026-08-31	SEC cover page 10-Q 0001628280-26-064557 (sum of classes (Class A Common Stock, par value $.10 207,876,222 x 1; Class B Common Stock, par value $.10 30,024,017 x 1; class economics verified in https://www.sec.gov/Archives/edgar/data/920760/000162828026003870/len-20251130.htm)); filing document https://www.sec.gov/Archives/edgar/data/920760/000162828026064557/len-20260831.htm 0001628280-26-064557	not cross-checked

Piotroski F-Score

33 of 100. partial: 5, 6, 7, 8. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	6.0%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	217M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	9.5% -> 6.0%	pass = 1	0.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	217M vs 2,078M	pass = 1	0.0 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
7 No new shares issued (share count did not rise) an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.86 -> 0.99	pass = 1	11.11111111111111 / 11.11111111111111

Inputs, 13 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-11-30	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
total_assets 2025-11-30	34430437000.0	2025-11-30 history	SEC XBRL Assets 0001628280-26-046019	unverified
cfo 2025-11-30	216812000.0	2025-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-003870	unverified
net_income 2025-11-30	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
net_income 2024-11-30	3932533000.0	2024-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
total_assets 2025-11-30	34430437000.0	2025-11-30 history	SEC XBRL Assets 0001628280-26-046019	unverified
total_assets 2024-11-30	41312781000.0	2024-11-30 history	SEC XBRL Assets 0001628280-26-003870	unverified
cfo 2025-11-30	216812000.0	2025-11-30 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-003870	unverified
net_income 2025-11-30	2078179000.0	2025-11-30 history	SEC XBRL NetIncomeLoss 0001628280-26-003870	unverified
revenue 2025-11-30	34186934000.0	2025-11-30 history	SEC XBRL Revenues 0001628280-26-003870	unverified
revenue 2024-11-30	35441452000.0	2024-11-30 history	SEC XBRL Revenues 0001628280-26-003870	unverified
total_assets 2025-11-30	34430437000.0	2025-11-30 history	SEC XBRL Assets 0001628280-26-046019	unverified
total_assets 2024-11-30	41312781000.0	2024-11-30 history	SEC XBRL Assets 0001628280-26-003870	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-11-30	5,935	480		paid	0001628280-16-010323
2014	2014-11-30	7,780	639		paid	0001628280-17-000327
2015	2015-11-30	9,474	803		paid	0001628280-18-000562
2016	2016-11-30	10,950	912		paid	0001628280-19-000598
2017	2017-11-30	12,646	810		paid	0001628280-20-000559
2018	2018-11-30	20,572	1,696		paid	0001628280-21-000722
2019	2019-11-30	22,260	1,849		paid	0001628280-22-001450
2020	2020-11-30	22,489	2,465		paid	0001628280-23-001606
2021	2021-11-30	27,131	4,430		paid	0001628280-24-002371
2022	2022-11-30	33,671	4,614	15.72	paid	0001628280-25-002404
2023	2023-11-30	34,233	3,939	13.73	paid	0001628280-26-003870
2024	2024-11-30	35,441	3,933	14.31	paid	0001628280-26-003870
2025	2025-11-30	34,187	2,078	7.98	paid	0001628280-26-003870

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-10-02	Berkshire Hathaway Inc	10%	buy	299	79.74	23,842
2026-10-02	Berkshire Hathaway Inc	10%	buy	5,135	78.77	404,484
2026-10-02	Berkshire Hathaway Inc	10%	buy	2,452	77.93	191,084
2026-10-02	Berkshire Hathaway Inc	10%	buy	2,290	77.12	176,605
2026-10-02	Berkshire Hathaway Inc	10%	buy	20,200	81.90	1,654,380
2026-10-02	Berkshire Hathaway Inc	10%	buy	44,300	81.14	3,594,502
2026-10-02	Berkshire Hathaway Inc	10%	buy	842,753	80.04	67,453,950
2026-10-02	Berkshire Hathaway Inc	10%	buy	342,553	79.03	27,071,964
2026-10-02	Berkshire Hathaway Inc	10%	buy	448,113	78.37	35,118,616
2026-10-01	Berkshire Hathaway Inc	10%	buy	100	80.00	8,000
2026-10-01	Berkshire Hathaway Inc	10%	buy	950	79.51	75,534
2026-10-01	Berkshire Hathaway Inc	10%	buy	3,802	78.26	297,545
2026-10-01	Berkshire Hathaway Inc	10%	buy	186,991	81.46	15,232,287
2026-10-01	Berkshire Hathaway Inc	10%	buy	92,830	80.57	7,479,313
2026-10-01	Berkshire Hathaway Inc	10%	buy	425,869	79.49	33,852,327
2026-09-30	Buffett Warren E	10%	buy	4,008	79.98	320,560
2026-09-30	Buffett Warren E	10%	buy	638,813	81.59	52,120,753
2026-09-29	Buffett Warren E	10%	buy	12,289	81.95	1,007,084
2026-09-29	Buffett Warren E	10%	buy	100	80.00	8,000
2026-09-28	Buffett Warren E	10%	buy	5,200	81.96	426,192

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/LEN; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.