IRS
IRSA Inversiones y Representaciones Sociedad Anónima
Conglomerates
Market Cap$1.16B
5Y Perf.+361.0%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
IRS vs LEN
Revenue, margins, valuation, and 5-year total return — side by side.
LEN
Lennar Corporation
Residential Construction
Market Cap$19.54B
5Y Perf.+49.8%
IRS vs LEN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | IRS | LEN |
|---|---|---|
| Industry | Conglomerates | Residential Construction |
| Market Cap | $1.16B | $19.54B |
| Revenue (TTM) | $502.69B | $34.13B |
| Net Income (TTM) | $374.35B | $2.08B |
| Gross Margin | 61.2% | 17.6% |
| Operating Margin | 101.4% | 7.7% |
| Forward P/E | 0.0x | 14.7x |
| Total Debt | $455.48B | $6.32B |
| Cash & Equiv. | $36.66B | $3.80B |
IRS vs LEN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
IRS
LEN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| IRSA Inversiones y … (IRS) | 100 | 461.0 | +361.0% |
| Lennar Corporation (LEN) | 100 | 149.8 | +49.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IRS vs LEN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: IRS leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Lennar Corporation is the stronger pick specifically for capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
IRS
IRSA Inversiones y Representaciones Sociedad Anónima
The Growth Play
IRS carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 7.1%, EPS growth 48.2%, 3Y rev CAGR 24.0%
- PEG 0.00 vs LEN's 44.65
- 7.1% revenue growth vs LEN's -3.6%
Best for: growth exposure and valuation efficiency
LEN
Lennar Corporation
The Income Pick
LEN is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.92, yield 2.2%
- 129.2% 10Y total return vs IRS's 44.4%
- Lower volatility, beta 0.92, Low D/E 28.5%, current ratio 3.12x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | IRS | 7.1% revenue growth vs LEN's -3.6% |
| Value | IRS | Lower P/E (0.0x vs 14.7x), PEG 0.00 vs 44.65 |
| Quality / Margins | IRS | 74.5% margin vs LEN's 6.1% |
| Stability / Safety | LEN | Beta 0.92 vs IRS's 1.30, lower leverage |
| Dividends | IRS | 6.0% yield, vs LEN's 2.2% |
| Momentum (1Y) | IRS | +16.2% vs LEN's -12.9% |
| Efficiency (ROA) | IRS | 12.2% ROA vs LEN's 6.0%, ROIC 1.5% vs 7.9% |
IRS vs LEN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
IRS vs LEN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLIRSLAGGINGLEN
LENLennar Corporation
1leads
IRSIRSA Inversiones y Re…
3leads
6 Total Categories
CATEGORYLEADERvs LENMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
IRS6/6
Valuation MetricsMultiples, price ratios, and targets
IRS4/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LEN6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
IRS5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
IRS leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
IRS is the larger business by revenue, generating $502.7B annually — 14.7x LEN's $34.1B. IRS is the more profitable business, keeping 74.5% of every revenue dollar as net income compared to LEN's 6.1%. On growth, IRS holds the edge at +0.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| RevenueTrailing 12 months | $502.7B | $34.1B |
| EBITDAEarnings before interest/tax | $520.2B | $2.8B |
| Net IncomeAfter-tax profit | $374.4B | $2.1B |
| Free Cash FlowCash after capex | $289.8B | $28M |
| Gross MarginGross profit ÷ Revenue | +61.2% | +17.6% |
| Operating MarginEBIT ÷ Revenue | +101.4% | +7.7% |
| Net MarginNet income ÷ Revenue | +74.5% | +6.1% |
| FCF MarginFCF ÷ Revenue | +57.6% | +0.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.9% | -6.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -4.8% | -52.5% |
IRS leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
IRS leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 1.1x trailing earnings, IRS trades at a 90% valuation discount to LEN's 11.3x P/E. Adjusting for growth (PEG ratio), IRS offers better value at 0.01x vs LEN's 44.65x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| Market CapShares × price | $1.2B | $19.5B |
| Enterprise ValueMkt cap + debt − cash | $1.5B | $22.0B |
| Trailing P/EPrice ÷ TTM EPS | 1.13x | 11.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.01x | 14.69x |
| PEG RatioP/E ÷ EPS growth rate | 0.01x | 44.65x |
| EV / EBITDAEnterprise value multiple | 48.31x | 7.64x |
| Price / SalesMarket cap ÷ Revenue | 3.30x | 0.57x |
| Price / BookPrice ÷ Book value/share | 1.30x | 1.05x |
| Price / FCFMarket cap ÷ FCF | 5.78x | 693.18x |
IRS leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
LEN leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
IRS delivers a 25.5% return on equity — every $100 of shareholder capital generates $26 in annual profit, vs $9 for LEN. LEN carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to IRS's 0.37x.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| ROE (TTM)Return on equity | +25.5% | +9.2% |
| ROA (TTM)Return on assets | +12.2% | +6.0% |
| ROICReturn on invested capital | +1.5% | +7.9% |
| ROCEReturn on capital employed | +1.6% | +8.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 0.37x | 0.29x |
| Net DebtTotal debt minus cash | $418.8B | $2.5B |
| Cash & Equiv.Liquid assets | $36.7B | $3.8B |
| Total DebtShort + long-term debt | $455.5B | $6.3B |
| Interest CoverageEBIT ÷ Interest expense | 10.01x | 198.24x |
LEN leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
IRS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IRS five years ago would be worth $48,562 today (with dividends reinvested), compared to $9,353 for LEN. Over the past 12 months, IRS leads with a +16.2% total return vs LEN's -12.9%. The 3-year compound annual growth rate (CAGR) favors IRS at 48.1% vs LEN's -5.7% — a key indicator of consistent wealth creation.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| YTD ReturnYear-to-date | -9.6% | -12.2% |
| 1-Year ReturnPast 12 months | +16.2% | -12.9% |
| 3-Year ReturnCumulative with dividends | +224.6% | -16.1% |
| 5-Year ReturnCumulative with dividends | +385.6% | -6.5% |
| 10-Year ReturnCumulative with dividends | +44.4% | +129.2% |
| CAGR (3Y)Annualised 3-year return | +48.1% | -5.7% |
IRS leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — IRS and LEN each lead in 1 of 2 comparable metrics.
Risk & Volatility
LEN is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than IRS's 1.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IRS currently trades 78.5% from its 52-week high vs LEN's 62.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.30x | 0.92x |
| 52-Week HighHighest price in past year | $19.14 | $144.24 |
| 52-Week LowLowest price in past year | $10.87 | $83.03 |
| % of 52W HighCurrent price vs 52-week peak | +78.5% | +62.8% |
| RSI (14)Momentum oscillator 0–100 | 43.3 | 38.2 |
| Avg Volume (50D)Average daily shares traded | 185K | 2.9M |
Evenly matched — IRS and LEN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — IRS and LEN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates IRS as "Buy" and LEN as "Buy". Consensus price targets imply 12.8% upside for LEN (target: $102) vs -13.5% for IRS (target: $13). For income investors, IRS offers the higher dividend yield at 5.99% vs LEN's 2.23%.
| Metric | IRSIRSA Inversiones … | LENLennar Corporation |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $13.00 | $102.14 |
| # AnalystsCovering analysts | 2 | 50 |
| Dividend YieldAnnual dividend ÷ price | +6.0% | +2.2% |
| Dividend StreakConsecutive years of raises | 0 | 12 |
| Dividend / ShareAnnual DPS | $1253.80 | $2.02 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +9.3% |
Evenly matched — IRS and LEN each lead in 1 of 2 comparable metrics.
Key Takeaway
IRS leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). LEN leads in 1 (Profitability & Efficiency). 2 tied.
Best OverallIRSA Inversiones y Represen… (IRS)Leads 3 of 6 categories
Loading custom metrics...
IRS vs LEN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IRS or LEN a better buy right now?
For growth investors, IRSA Inversiones y Representaciones Sociedad Anónima (IRS) is the stronger pick with 7.
1% revenue growth year-over-year, versus -3. 6% for Lennar Corporation (LEN). IRSA Inversiones y Representaciones Sociedad Anónima (IRS) offers the better valuation at 1. 1x trailing P/E (0. 0x forward), making it the more compelling value choice. Analysts rate IRSA Inversiones y Representaciones Sociedad Anónima (IRS) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — IRS or LEN?
On trailing P/E, IRSA Inversiones y Representaciones Sociedad Anónima (IRS) is the cheapest at 1.
1x versus Lennar Corporation at 11. 3x. On forward P/E, IRSA Inversiones y Representaciones Sociedad Anónima is actually cheaper at 0. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: IRSA Inversiones y Representaciones Sociedad Anónima wins at 0. 00x versus Lennar Corporation's 44. 65x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — IRS or LEN?
Over the past 5 years, IRSA Inversiones y Representaciones Sociedad Anónima (IRS) delivered a total return of +385.
6%, compared to -6. 5% for Lennar Corporation (LEN). Over 10 years, the gap is even starker: LEN returned +129. 2% versus IRS's +44. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IRS or LEN?
By beta (market sensitivity over 5 years), Lennar Corporation (LEN) is the lower-risk stock at 0.
92β versus IRSA Inversiones y Representaciones Sociedad Anónima's 1. 30β — meaning IRS is approximately 40% more volatile than LEN relative to the S&P 500. On balance sheet safety, Lennar Corporation (LEN) carries a lower debt/equity ratio of 29% versus 37% for IRSA Inversiones y Representaciones Sociedad Anónima — giving it more financial flexibility in a downturn.
05Which is growing faster — IRS or LEN?
By revenue growth (latest reported year), IRSA Inversiones y Representaciones Sociedad Anónima (IRS) is pulling ahead at 7.
1% versus -3. 6% for Lennar Corporation (LEN). On earnings-per-share growth, the picture is similar: IRSA Inversiones y Representaciones Sociedad Anónima grew EPS 48. 2% year-over-year, compared to -44. 2% for Lennar Corporation. Over a 3-year CAGR, IRS leads at 24. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — IRS or LEN?
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) is the more profitable company, earning 22.
3% net margin versus 6. 0% for Lennar Corporation — meaning it keeps 22. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LEN leads at 8. 0% versus 6. 6% for IRS. At the gross margin level — before operating expenses — IRS leads at 60. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is IRS or LEN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, IRSA Inversiones y Representaciones Sociedad Anónima (IRS) is the more undervalued stock at a PEG of 0. 00x versus Lennar Corporation's 44. 65x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, IRSA Inversiones y Representaciones Sociedad Anónima (IRS) trades at 0. 0x forward P/E versus 14. 7x for Lennar Corporation — 14. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LEN: 12. 8% to $102. 14.
08Which pays a better dividend — IRS or LEN?
All stocks in this comparison pay dividends.
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) offers the highest yield at 6. 0%, versus 2. 2% for Lennar Corporation (LEN).
09Is IRS or LEN better for a retirement portfolio?
For long-horizon retirement investors, Lennar Corporation (LEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
92), 2. 2% yield, +129. 2% 10Y return). Both have compounded well over 10 years (LEN: +129. 2%, IRS: +44. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IRS and LEN?
These companies operate in different sectors (IRS (Industrials) and LEN (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(IRS: 0.9% · LEN: -6.5%)Net Margin>
%
(IRS: 74.5% · LEN: 6.1%)P/E Ratio<
x
(IRS: 1.1x · LEN: 11.3x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.