Lennar Corporation (LEN) vs Packaging Corporation of America (PKG)
PKG leads on 12 of 16 compared metrics, though LEN is the cheaper stock.
A side-by-side comparison of Lennar Corporation and Packaging Corporation of America across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 27, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
LEN
Lennar Corporation
$93.52Consumer Cyclical
PKG
Packaging Corporation of America
$241.09Consumer Cyclical
Total return — LEN vs PKG
growth of $100 · last 26yLEN +1168.9%PKG +1898.1%PKG compounded faster
LEN PKG
LEN vs PKG: by the numbers
- •LEN is the larger company ($23.22B vs $21.36B market cap).
- •LEN trades at the lower earnings multiple (14.64 vs 29.33 P/E).
- •PKG converts more revenue to profit (8.03% vs 4.94% net margin).
- •PKG grew revenue faster over the past five years (6.41% vs 6.01% CAGR).
- •PKG pays the higher dividend yield (2.49% vs 2.14%).
Which is better, LEN or PKG?
Metric tally: LEN 4 · PKG 12It depends on what you're optimizing for:
ValueLEN(lower P/E)
GrowthPKG(faster 5Y revenue CAGR)
IncomePKG(higher dividend yield)
QualityPKG(higher ROIC)
Metrics side by side
Valuation
| Metric | LEN | PKG |
|---|---|---|
| P/E ratio | 14.64● | 29.33 |
| Forward P/E | 16.59● | 23.29 |
| P/S ratio | 0.69● | 2.33 |
| P/B ratio | 1.05● | 4.68 |
| PEG ratio | 58.54 | 2.42● |
| EV / EBITDA | 13.06 | 13.03 |
| FCF yield | 0.06% | 3.27%● |
Profitability
| Metric | LEN | PKG |
|---|---|---|
| Gross margin | 7.95% | 20.48%● |
| Operating margin | 6.02% | 13.16%● |
| Net margin | 4.94% | 8.03%● |
| ROE | 7.49% | 16.14%● |
| ROIC | 6.62% | 9.44%● |
Dividends
| Metric | LEN | PKG |
|---|---|---|
| Dividend yield | 2.14% | 2.49%● |
| Payout ratio | 25.06% | 69.69% |
Growth (annualized)
| Metric | LEN | PKG |
|---|---|---|
| Revenue CAGR (5Y) | 6.01% | 6.41%● |
| EPS CAGR (5Y) | 0.25% | 12.12%● |
| FCF CAGR (5Y) | -67.59% | 4.94%● |
| Total return CAGR (5Y) | 0.75% | 15.47%● |
Frequently asked
- Which is better, LEN or PKG?
- It depends on your goal. value: LEN (lower P/E); growth: PKG (faster 5Y revenue CAGR); income: PKG (higher dividend yield); quality: PKG (higher ROIC). Across all compared metrics, PKG leads 12 to 4.
- Is LEN or PKG cheaper?
- On trailing earnings, LEN is cheaper: LEN trades at a 14.64 P/E and PKG at 29.33.
- Which has grown faster, LEN or PKG?
- Over the past five years, PKG grew revenue faster — LEN at a 6.01% CAGR versus PKG at 6.41%.
- Does LEN or PKG pay a bigger dividend?
- LEN yields 2.14% and PKG yields 2.49% based on trailing dividends and the latest price.
- Is LEN or PKG more profitable?
- PKG runs the higher net margin — LEN at 4.94% versus PKG at 8.03%.
- Which has been the better investment, LEN or PKG?
- Over the past 10-year, PKG delivered the higher annualized total return — LEN at 8.74% versus PKG at 17.11%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lennar P/E ratioPackaging Corporation of America P/E ratioLennar dividend yieldPackaging Corporation of America dividend yieldLennar ROEPackaging Corporation of America ROELennar operating marginPackaging Corporation of America operating marginLennar revenue growthPackaging Corporation of America revenue growthLennar free cash flowPackaging Corporation of America free cash flow
Lennar & Packaging Corporation of America appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 27, 2026.