Geo Group (The) REIT (GEO) vs Lennar (LEN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Geo Group (The) REIT (GEO) has outperformed Lennar (LEN) over the past year, gaining 61.9% versus a loss of 37.7%. Over five years, GEO leads with a +267.3% price change compared with -19.0% for LEN. Lennar is the larger company by market cap ($18.16 billion vs $3.90 billion), about 4.7 times the size, while Geo Group (The) REIT is growing revenue faster (+8.6% vs -3.5%).
On valuation, Lennar trades at a lower forward P/E (14.5x vs 17.3x for Geo Group (The) REIT). Lennar pays a dividend yielding 2.62%, while Geo Group (The) REIT does not currently pay one. Geo Group (The) REIT converts more of its revenue into profit, with a net margin of 9.7% versus 6.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GEO | LEN |
|---|---|---|
| Share price | $29.65 | $76.32 |
| Market cap | $3.90B | $18.16B |
| 1-day change | -2.87% | +0.25% |
| YTD return | +89.33% | -25.94% |
| 1-year return | +61.91% | -37.67% |
| 5-year return | +267.27% | -19.03% |
| P/E ratio (TTM) | 13.92 | 14.45 |
| Forward P/E | 17.26 | 14.48 |
| EPS (TTM) | $2.13 | $5.28 |
| Dividend yield | 0.00% | 2.62% |
| Annual dividend | $0.00 | $2.00 |
| Revenue (latest FY) | $2.63B | $34.19B |
| Revenue growth (YoY) | +8.58% | -3.54% |
| Net income (latest FY) | $254.37M | $2.08B |
| Operating margin | 9.78% | — |
| Net margin | 9.67% | 6.08% |
| 52-week high | $33.17 | $133.76 |
| 52-week low | $12.51 | $73.75 |
| Distance from 52-week high | -10.63% | -42.94% |
| Analyst consensus | strong_buy | underperform |
| Avg. price target upside | +27.34% | +2.90% |
| Average volume | 2.14M | 3.65M |
| Shares outstanding | 131.62M | 207.88M |
| Employees | 18,000 | 12,532 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Lennar is about 4.7 times larger than Geo Group (The) REIT by market value ($18.16B vs $3.90B).
- GEO has outperformed LEN by 99.6 percentage points over the past year.
- Lennar offers a meaningfully higher dividend yield (2.62% vs 0.00%).
- Geo Group (The) REIT grew revenue faster in its latest fiscal year (+8.58% vs -3.54%).
About Geo Group (The) REIT
GEO stock →The GEO Group, Inc. a diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Consumer Discretionary · Homebuilding · 18,000 employees
About Lennar
LEN stock →Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
Consumer Discretionary · Homebuilding · 12,532 employees
GEO vs LEN FAQ
Which is bigger, Geo Group (The) REIT or Lennar?
Lennar (LEN) is larger, with a market capitalization of $18.16B compared with $3.90B for Geo Group (The) REIT (GEO).
Which stock has performed better over the past year, GEO or LEN?
GEO returned +61.91% over the past 12 months, compared with -37.67% for LEN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GEO or LEN?
GEO has the lower trailing P/E at 13.9, versus 14.5 for LEN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Geo Group (The) REIT or Lennar?
Lennar pays a dividend yielding 2.62%, while Geo Group (The) REIT does not currently pay a regular dividend.
Are Geo Group (The) REIT and Lennar in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.