Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DFH
SELLDream Finders Homes, Inc. · Consumer Cyclical · United States · $1.5B · Avg Vol: $10M/d
COMPANY DESCRIPTION
Dream Finders Homes, Inc. is a prominent homebuilder operating across high-growth markets in the Southeastern and Mid-Atlantic United States. The company differentiates itself through an asset-light operating model, utilizing land options to reduce capital intensity and enhance flexibility. Dream Finders Homes targets a diverse buyer base, from entry-level to move-up customers, by offering a wide range of floor plans and communities.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.3B | 3.7B | 4.4B | 4.3B | 9.0% | 4.2B | 4.3B | 4.5B | 2.1% |
| EPS | 7.33 | 8.34 | 9.51 | 5.98 | -6.6% | 1.61 | 3.74 | 4.32 | -15.0% |
| Shares | 33.8M | 33.8M | 33.8M | 33.8M | 0.0% | 33.8M | — | — | — |
| Debt | 990.9M | 845.4M | 1.3B | 1.6B | 17.5% | 1.9B | — | — | — |
| Equity | 787.7M | 1.1B | 1.4B | 1.6B | 25.9% | — | — | — | — |
| Op CF | -27.6M | 374.2M | -256.6M | -100.6M | — | -105.4M | — | — | — |
| Inv CF | -5.5M | -4.5M | -221.7M | -225.8M | — | — | — | — | — |
| Fin CF | 147.0M | -216.4M | 269.7M | 271.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of DFH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DFH | Dream Finders Homes, Inc.(you) | $1.5B | 33 | SELL |
| LGIH | LGI Homes, Inc. | $1.4B | 36 | HOLD |
| BZH | Beazer Homes USA, Inc. | $907M | 43 | HOLD |
| HOV | Hovnanian Enterprises, Inc. | $785M | 48 | HOLD |
| BXBL | Boxabl Inc. | $1.7B | 1 | STRONG SELL |
| IBP | Installed Building Products, Inc. | $6.1B | 44 | HOLD |
| KBH | KB Home | $3.5B | 62 | HOLD |
| MTH | Meritage Homes Corporation | $4.9B | 57 | HOLD |
| LEGH | Legacy Housing Corporation | $630M | 68 | BUY |
| LEN | Lennar Corporation | $20.4B | 35 | HOLD |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%