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DFH

Dream Finders Homes, Inc.

DFH

NYSE·Consumer Cyclical·Residential Construction·Mkt cap $1.5B

$16.76

+2.26%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$12.20 - $31.50

P/E

9.63

Fwd P/E

12.51

Beta

1.87

Div Yield

0.00%

Avg Vol

722.0K

Shares Out

93.1M

Mkt Cap

$1.5B

Price action

Price chart

Down 38.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Attractively priced below Homebuilders peer average

Momentum

Strong

+16.5% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: May 4, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.11 vs $0.20 consensus (-45.4% surprise). Revenue of $887.8M vs $819.3M expected (+8.4%).

EPS miss
Rev beat +8.4%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-45.4%

Next: May 4, 2026

Revenue trend · last 8Q

+37%

+20%

+9%

-4%

-22%

-10%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.1B

$1.0B

$1.6B

$989.9M

$1.2B

$969.8M

$1.2B

$887.8M

Margins · last 8Q

Gross

Operating

Profit

1.5%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How DFH stacks vs Residential Construction

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

Industry comparison data unavailable for this stock.