D.R. Horton Vs. Lennar: Homebuilder Showdown As Mortgage Rates Jump

D.R. Horton is my clear top pick among homebuilders, rated 'Buy,' while Lennar remains a 'Hold.' DHI's asset-light model, superior efficiency, and management quality position it to outperform through inflation-driven down cycles. Despite similar valuations, DHI's fundamentals decisively outshine LEN's, especially in return metrics and business model execution.