Lennar vs. Las Vegas Sands: With Return Forecast Of 214%, Las Vegas Sands Is A Better Bet

Last Updated: 4/1/2022

We Forecast Higher Stock Return For Las Vegas Sands vs. Lennar

Lennar is trading at a cheaper P/S valuation vs. Las Vegas Sands but it makes sense to pay more for Las Vegas Sands for a higher return

LEN and LVS have similar market cap

3-Year Return Depends On [1] Revenue Growth [2] P/S

[1] How Much Can Revenue Grow In Next 3 Years

We forecast annual revenue growth of 1.6% for LEN and 49.3% for LVS

Lennar Revenue vs. Las Vegas Sands Revenue

[2] Which P/S Scenarios Make Sense

We forecast P/S of 1 for LEN and 6.5 for LVS based on below plausible scenarios

Lennar P/S vs. Las Vegas Sands P/S

Are Current P/S Ratios Justified

A higher P/S is justified by higher margin, higher revenue growth, better margin expansion, and lower risk

P/S Ratio

Revenue Growth & Operating Margin

Financial & Market Risk

Note On P/S Justification

Past Market Return Comparison vs. Benchmarks

Since 2017, Lennar and Las Vegas Sands returned 96% and -27% respectively vs. 103% for S&P 500 and 264% for Trefis Multi-Strategy Portfolio

 

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