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DFHDream Finders Homes, Inc.
$9.02$832M
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
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DFH logo

Dream Finders Homes, Inc.

DFH
NYSE · Homebuilders
$9.02
At close - Oct 21, 4:00 PM EDT - USD
Market Cap$832M
P/E4.2x
52W High$23.80
Volume1.8M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Margin Collapse and Cash Burn Cloud Growth Story

Dream Finders Homes is navigating a sharp cyclical downturn, with revenue contracting 7.6% YoY in Q2 2026 and gross margins collapsing to 7.7% from 18.1% a year earlier. The company's land-light model, while capital-efficient, has not shielded it from margin c...

GrowthDecelerating
ProfitabilityStrained
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

DFH price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

4/12 Beats

EPS beat 4 of last 12 quarters

02

Valuation risk

-69% Peers

P/E is 69% below peer median

03

Market leadership

RS 12 · Lag

Laggard (Underperforming 88% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystConfirmed earnings · Oct 29

Market performance

Price History →

Trailing total returns as of 10/22/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
DFH-47.37%
S&P 500 (^GSPC)+13.16%
1-Year Return
DFH-61.25%
S&P 500 (^GSPC)+15.16%
3-Year Return
DFH-52.50%
S&P 500 (^GSPC)+74.24%
5-Year Return
DFH-46.08%
S&P 500 (^GSPC)+59.32%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
4.2x
Forward P/E
8.5x
EV/EBITDA0th %ile
4.0x
FCF YieldCash Flow
N/A

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
4.2x
8.0x
20th· Low
EV/EBITDA
4.0x
7.5x
0th· Low
Price/FCF
N/A
28.9x
N/A
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$13.16+45.9%
Base (Fair)$29.86+164.2%
Bull$51.54+471.4%
$13.16 Bear$29.86 Base$51.54 Bull
Current Market Price: $9.02
Trades at a 69.8% discount to Base DCF ($29.86)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$4.32B-2.9% YoY
Net income
$217M-35.2% YoY
Free cash flow
-$126M+55.2% YoY
Operating margin
6.2%-3.5 pts YoY
ROIC (TTM)9.2%
Avg ROIC 5Y-
ROE (TTM)14.4%
Piotroski Score3 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate4/12 (33%)
Revenue Beat Rate4/12 (33%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 30, 2026
$0.27-8.5%
vs $0.29
$1.1B-2.6%
vs $1.1B
Q2 2026
Apr 30, 2026
$0.11-45.5%
vs $0.20
$888M+8.4%
vs $819M
Q1 2026
Feb 23, 2026
$0.58-6.5%
vs $0.62
$1.2B+4.7%
vs $1.2B
Q4 2025
Oct 30, 2025
$0.47+0.0%
vs $0.47
$970M-16.3%
vs $1.2B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·Oct 15, 2026
Beazer Homes Stockholders Overwhelmingly Vote to Approve Dream Finders' Acquisition of Beazer Homes

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Dream Finders Homes, Inc. (NYSE: DFH) ("Dream Finders") today announced that stockholders of Beazer Homes USA, Inc. (“Beazer”) overwhelmingly voted to approve Dream Finders' acquisition of Beazer at a special meeting of stockholders held earlier today. This approval represents a significant milestone and one of the final requirements necessary for Dream Finders to acquire Beazer. As the parties to the proposed transaction already received early termination o.

Defense World·Oct 12, 2026
Dream Finders Homes (NYSE:DFH) Reaches New 52-Week Low – Time to Sell?

Shares of Dream Finders Homes, Inc. (NYSE: DFH - Get Free Report) hit a new 52-week low during trading on Monday. The company traded as low as $9.10 and last traded at $9.15, with a volume of 32,548 shares. The stock had previously closed at $9.38. Wall Street Analyst Weigh In Separately, Weiss Ratings restated a

Defense World·Oct 2, 2026
Dream Finders Homes (NYSE:DFH) Sets New 12-Month Low – Here’s Why

Dream Finders Homes, Inc. (NYSE: DFH - Get Free Report) reached a new 52-week low on Wednesday. The company traded as low as $10.68 and last traded at $10.7240, with a volume of 49183 shares traded. The stock had previously closed at $11.00. Analyst Upgrades and Downgrades Separately, Weiss Ratings reiterated a "sell (d+)" rating on

Fool - Investing News·Sep 24, 2026
Mortgage Rates Are Keeping Buyers on the Sidelines. When They Finally Drop, Here Are 2 Homebuilder Stocks I'm Dying to Buy

The right business model combined with the right geographic areas should deliver solid long-term results.

Filtered for Dream Finders Homes, Inc.More Headlines
04

Compare before deciding

Benchmark DFH against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Dream Finders Homes, Inc. (DFH)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
DFH logoDFHDream Finders Homes, Inc.Current
$9.02$831.52M4.22-2.89%5.02%14.37%1.48%
SKY logoSKYChampion Homes, Inc.
$75.73$4.16B20.757.26%7.16%12.11%—
GRBK logoGRBKGreen Brick Partners, Inc.
$60.68$2.61B8.58-2.81%14.92%14.89%—
LGIH logoLGIHLGI Homes, Inc.
$40.01$929.52M12.82-22.57%3.88%3.15%—
TMHC logoTMHCTaylor Morrison Home Corporation
$72.45$7.07B9.32-0.57%8.83%10.84%—
CVCO logoCVCOCavco Industries, Inc.
$516.25$3.98B21.5311.36%7.89%16.51%—

Compare DFH vs Peers

Dream Finders Homes, Inc. (DFH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs SKY

Most directly comparable listed peer for DFH.

Scale Benchmark

vs HD

Larger-name benchmark to compare DFH against a more recognizable public peer.

Peer Set

Compare Top 5

vs SKY, GRBK, LGIH, TMHC

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

DFH SEC Filings & Documents

Dream Finders Homes, Inc. (DFH) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 30, 2026·SEC

Material company update

Jul 17, 2026·SEC

Material company update

Jul 8, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 24, 2026·SEC

FY 2025

Feb 25, 2025·SEC

FY 2024

Feb 29, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 30, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Jul 31, 2025·SEC

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DFH Frequently Asked Questions

Dream Finders Homes, Inc. (DFH) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Dream Finders Homes, Inc.'s revenue?

Dream Finders Homes, Inc. (DFH) reported $4.13B in revenue for fiscal year 2025. This represents a 692% increase from $522.3M in 2018.

How fast is Dream Finders Homes, Inc. growing?

Dream Finders Homes, Inc. (DFH) saw revenue decline by 2.9% over the past year.

Is DFH profitable?

Yes, Dream Finders Homes, Inc. (DFH) is profitable, generating $146.7M in net income for fiscal year 2025 (5.0% net margin).

Dividend & Returns
Does DFH pay dividends?

Yes, Dream Finders Homes, Inc. (DFH) pays a dividend with a yield of 1.48%. This makes it attractive for income-focused investors.

What is DFH's return on equity?

Dream Finders Homes, Inc. (DFH) has a return on equity (ROE) of 14.4%. This is reasonable for most industries.

What is Dream Finders Homes, Inc.'s free cash flow?

Dream Finders Homes, Inc. (DFH) had negative free cash flow of $161.8M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in DFH back in 2018?

Total return calculator · dividends reinvested · 8+ years of data

See returns →