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).

Compare

Total return — LEN vs PKG

growth of $100 · last 26y
LEN +1168.9%PKG +1898.1%PKG compounded faster
01k2kStart $10020052010201520202025$1,269$1,998
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 12

It 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

MetricLENPKG
P/E ratio14.6429.33
Forward P/E16.5923.29
P/S ratio0.692.33
P/B ratio1.054.68
PEG ratio58.542.42
EV / EBITDA13.0613.03
FCF yield0.06%3.27%

Profitability

MetricLENPKG
Gross margin7.95%20.48%
Operating margin6.02%13.16%
Net margin4.94%8.03%
ROE7.49%16.14%
ROIC6.62%9.44%

Dividends

MetricLENPKG
Dividend yield2.14%2.49%
Payout ratio25.06%69.69%

Growth (annualized)

MetricLENPKG
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.

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.