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DFH

Dream Finders Homes, Inc.

DFH

NYSE·Consumer Cyclical·Residential Construction·Mkt cap $1.3B

$13.80

0.00%

P/E

9.32

Mkt Cap

$1.3B

52-Wk Range

$12.20–$31.50

52-Week Range

$12.20 - $31.50

P/E

9.32

Fwd P/E

12.21

Beta

1.91

Div Yield

0.00%

Avg Vol

708.8K

Shares Out

93.1M

Mkt Cap

$1.3B

Price action

Price chart

Down 55.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated financial services platform reducing customer friction and increasing margins
  • Strategic presence in high-growth metropolitan markets with strong demographic demand
  • Focus on affordable entry-level segment with less competition than luxury homebuilding
  • Vertically integrated mortgage and insurance operations capturing ancillary revenue

Bear Case

1 risk

  • Above-average volatility (beta 1.9).

Growth

Stable outlook

Population migration to Sunbelt markets (Florida, Texas, Colorado, North Carolina)

Value

Fairly valued vs Homebuilders peers

Momentum

Stable

-3.5% over 3m

Quality

Thin

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $0.27 vs $0.30 consensus (-8.5% surprise). Revenue of $1.1B vs $1.1B expected (-2.6%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-8.5%

Revenue trend · last 8Q

+37%

+20%

+9%

-4%

-22%

-10%

-8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.0B

$1.6B

$989.9M

$1.2B

$969.8M

$1.2B

$887.8M

$1.1B

Margins · last 8Q

Gross

-12.2%

Operating

-1.8%

Profit

2.6%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How DFH stacks vs Residential Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.