Zacks looks at the outsized, outlier stellar performance of D.R. Horton and Lennar Homes in the 2015 calendar year, and their respective fiscals.
The analysis compares the business models, the product positions, and the respective strengths and weaknesses, as well as the threats and opportunities each face. Zacks notes:
Without a doubt, both Lennar and D.R. Horton have delivered in 2015, and choosing between the two is a difficult task. Both have their share of strengths and weaknesses. Challenges like labor shortages, gross margin compression and sales slowdown in the Texas/Houston region due to the oil carnage will persist this year as well. The two companies stand on an equal footing to take on yet another year.