DFH Class A Dream Finders Homes, Inc. Class A Common Stock
NYSE · Consumer products · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$10.75
· of 52w range
· above low
· to high
$10.1852w low
$27.2052w high
P/E (TTM)
7.6
EPS (TTM)
$1.42
Revenue (TTM)
$4.13B
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52W Range
$10–$27
Analyst Rating
HOLD
Price Target
$18
P/E
7.6
ROE
10.6%
Net Profit Margin
3.5%
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DFH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.75
P/E (TTM)
7.6
EPS (TTM)
$1.42
Revenue (TTM)
$4.13B
ROE (TTM)
10.6%
52W Range
$10–$27
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.32B2019-12-31 → 2025-12-31
EPS$2.142019-12-31 → 2025-12-31
Free Cash Flow·2021-12-31 → 2024-12-31
Net margin3.5%2021-12-31 → 2024-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | DFH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 7.65Y avg ≈9.3 | ≈9.3 | 14.5 | Undervalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | DFH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin (TTM) | 4.7%5Y avg ≈9.9% | ≈9.9% | 5.3% | Weak | |
| Net Profit Margin (TTM) | 3.5%5Y avg ≈7.4% | ≈7.4% | 3.9% | Weak | |
| ROA (TTM) | 3.9%5Y avg ≈11.2% | ≈11.2% | 6.2% | In line | |
| ROE (TTM) | 10.6% | · | 13.2% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | DFH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -2.9%5Y avg ≈34.3% | ≈34.3% | · | · | |
| Revenue CAGR 3Y | 8.9%5Y avg ≈30.1% | ≈30.1% | · | · | |
| Revenue CAGR 5Y | 30.7% | · | · | · | |
| EPS YoY | -35.9%5Y avg ≈22.6% | ≈22.6% | · | · | |
| Net Income YoY | -35.2%5Y avg ≈32.1% | ≈32.1% | · | · | |
| EPS CAGR 3Y | -4.4% | · | · | · | |
| Net Income CAGR 3Y | -6.1%5Y avg ≈29.8% | ≈29.8% | · | · | |
| Net Income CAGR 5Y | 22.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | DFH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue / Employee | ≈$2.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-16.5%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.27 | $0.30 | -10.0% |
| March 31, 2026 | May 13, 2026 | $0.11 | $0.20 | -46.3% |
| Dec. 31, 2025 | $0.58 | $0.65 | -11.1% | |
| Sept. 30, 2025 | $0.47 | $0.51 | -7.3% | |
| June 30, 2025 | $0.56 | $0.62 | -9.1% | |
| March 31, 2025 | $0.54 | $0.64 | -15.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $4.32B | $4.45B | $3.75B | $3.34B | $1.92B | $1.13B | |
| Cost of Revenue | · | · | $3.01B | $2.72B | $1.61B | $963M | |
| SG&A Expense | $485M | $395M | $303M | $266M | $154M | $90M | |
| Interest Expense | · | · | · | $32.0K | $672.0K | $871.0K | |
| Pretax Income | $284M | $438M | $404M | $356M | $162M | $85M | |
| Income Tax | $67M | $97M | $96M | $82M | $27M | $0 | |
| Net Income | $217M | $335M | $296M | $262M | $121M | $79M | |
| EPS (Basic) | $2.19 | $3.44 | $3.03 | $2.67 | $1.27 | $0.00 | |
| EPS (Diluted) | $2.14 | $3.34 | $2.79 | $2.45 | $1.27 | $0.00 | |
| Shares (Basic) | 93,106,397 | 93,507,905 | 93,066,564 | 92,745,781 | 92,521,482 | 0 | |
| Shares (Diluted) | 101,296,630 | 100,297,139 | 106,027,548 | 106,691,248 | 95,313,593 | 0 | |
| EBITDA | · | · | · | $11M | $6M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $235M | $274M | $494M | $365M | $227M | $44M | |
| Inventory | · | · | · | · | $1.07B | $484M | |
| PP&E (Net) | $55M | $40M | $7M | $7M | $7M | $4M | |
| PP&E (Gross) | $80M | $64M | $26M | $23M | $23M | $17M | |
| Accum. Depreciation | $26M | $24M | $19M | $16M | $16M | $13M | |
| Goodwill | $377M | $300M | $172M | $172M | $172M | $29M | |
| Intangibles | · | · | · | $5M | $9M | $3M | |
| Total Assets | $3.73B | $3.33B | $2.56B | $2.37B | $1.89B | $734M | |
| Deferred Tax | $31M | $16M | $12M | $8M | · | · | |
| Total Liabilities | $2.12B | $1.91B | $1.48B | $1.57B | $1.34B | $522M | |
| Long-term Debt | $1.61B | $1.29B | · | · | $3M | $30M | |
| Paid-in Capital | $299M | $282M | $275M | $265M | $258M | $0 | |
| Retained Earnings | $1.17B | $970M | $648M | $366M | $118M | $0 | |
| Treasury Stock | $50M | $8M | $0 | · | · | · | |
| AOCI | $613.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $1.42B | $1.24B | $925M | · | · | · | |
| Liabilities + Equity | $3.73B | $3.33B | $2.56B | $2.37B | $1.89B | $734M | |
| Shares Outstanding | · | · | · | 32,533,883 | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $15M | $10M | $11M | $11M | $6M | $4M | |
| Stock-based Comp | $25M | $19M | $14M | $7M | $5M | $947.0K | |
| Deferred Tax | $35M | $46M | $-22M | $-294.0K | $-946.0K | $0 | |
| Other Non-cash | · | · | · | $-308M | $-66M | · | |
| Operating Cash Flow | $-101M | $-257M | $374M | $-28M | $65M | $97M | |
| CapEx | $26M | $25M | $5M | $6M | $3M | $3M | |
| Investing Cash Flow | $-226M | $-222M | $-4M | $-6M | $-523M | $-13M | |
| Stock Issued | · | · | $0 | $0 | $144M | $0 | |
| Stock Repurchased | $42M | $8M | $0 | $0 | · | · | |
| Net Stock Activity | · | $-8M | $0 | $0 | $144M | · | |
| Financing Cash Flow | $271M | $270M | $-216M | $147M | $646M | $-66M | |
| Net Change in Cash | $-55M | $-209M | $153M | $114M | $188M | $18M | |
| Taxes Paid | $121M | $128M | $81M | $48M | · | · | |
| Free Cash Flow | · | $-282M | $369M | $-33M | $62M | · | |
| Levered FCF | · | · | · | $-33M | $62M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Margin | · | 7.5% | 7.9% | 7.8% | 6.3% | · | |
| Pretax Margin | · | 9.8% | 10.8% | 10.7% | 8.4% | · | |
| EBITDA Margin | · | · | · | 0.34% | 0.31% | · | |
| ROA | · | 11.4% | 12.0% | 12.3% | 9.2% | · | |
| ROE | · | 30.9% | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 1.5 | 1.5 | 1.6 | 1.5 | · | |
| Inventory Turnover | · | · | · | · | 2.1 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $44.38 | $35.35 | $31.33 | $20.19 | · | |
| Cash Flow / Share | · | $-2.56 | $3.53 | $-0.26 | $0.68 | · | |
| EPS (TTM) | $2.14 | $3.34 | $2.79 | $2.45 | $1.27 | $0.00 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.9% | 18.7% | 12.2% | 73.7% | 69.7% | · | |
| Revenue CAGR 3Y | 8.9% | 32.2% | 49.0% | · | · | · | |
| Revenue CAGR 5Y | 30.7% | · | · | · | · | · | |
| EPS YoY | -35.9% | 19.7% | 13.9% | 92.9% | · | · | |
| EPS CAGR 3Y | -4.4% | 38.0% | · | · | · | · | |
| Net Income YoY | -35.2% | 13.3% | 12.8% | 116.5% | 53.1% | · | |
| Net Income CAGR 3Y | -6.1% | 40.4% | 55.2% | · | · | · | |
| Net Income CAGR 5Y | 22.4% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.32B | $4.45B | $3.75B | $3.34B | $1.92B | $1.13B | |
| Net Income TTM | $217M | $335M | $296M | $262M | $121M | $79M | |
| P/E | 8.0 | 7.0 | 12.7 | 3.5 | 15.3 | · | |
| Earnings Yield | 12.5% | 14.3% | 7.8% | 28.3% | 6.5% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.06B | $888M | $1.21B | $970M | $1.15B | $990M | $1.56B | $1.01B | $1.06B | $828M | $1.14B | $896M | $945M | $769M | $1.10B | $786M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | $853M | $679M | · | $709M | $763M | $637M | · | $638M | |
| SG&A Expense | $128M | $111M | $124M | $110M | $135M | $117M | $116M | $102M | $97M | $80M | $90M | $79M | $74M | $61M | $70M | $69M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $5.0K | |
| Pretax Income | $37M | $19M | $78M | $61M | $74M | $71M | $169M | $92M | $106M | $71M | $135M | $104M | $96M | $69M | $121M | $82M | |
| Income Tax | $9M | $5M | $19M | $14M | $18M | $16M | $38M | $21M | $23M | $15M | $30M | $24M | $24M | $18M | $31M | $10M | |
| Net Income | $28M | $13M | $59M | $47M | $57M | $55M | $129M | $71M | $81M | $54M | $102M | $76M | $69M | $49M | $86M | $70M | |
| EPS (Basic) | $0.27 | $0.11 | $0.60 | $0.47 | $0.57 | $0.55 | $1.34 | $0.72 | $0.83 | $0.55 | $1.05 | $0.79 | $0.70 | $0.49 | $0.89 | $0.71 | |
| EPS (Diluted) | $0.27 | $0.11 | $0.57 | $0.47 | $0.56 | $0.54 | $1.28 | $0.70 | $0.81 | $0.55 | $0.94 | $0.75 | $0.65 | $0.45 | $0.79 | $0.64 | |
| Shares (Basic) | 91,299,188 | 92,020,167 | · | 92,836,364 | 93,444,326 | 93,550,316 | · | 93,527,205 | 93,722,953 | 93,325,838 | · | 93,108,277 | 93,108,277 | 92,940,291 | · | 92,760,013 | |
| Shares (Diluted) | 91,341,917 | 92,429,194 | · | 100,635,669 | 101,913,888 | 101,360,214 | · | 100,736,148 | 100,125,681 | 99,935,524 | · | 102,052,181 | 105,439,519 | 108,822,306 | · | 108,286,433 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $203M | $435M | $235M | $251M | $210M | $297M | $274M | $205M | $275M | $239M | $494M | $330M | $293M | $267M | $365M | $124M | |
| PP&E (Net) | · | · | $55M | · | · | $28M | $40M | $25M | $9M | $8M | · | $8M | $8M | $8M | · | $8M | |
| PP&E (Gross) | · | · | $80M | · | · | · | $64M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $26M | · | · | · | $24M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $377M | $377M | $377M | $375M | $378M | $346M | $300M | $300M | $300M | $305M | · | $172M | $172M | $172M | · | $172M | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $6M | |
| Total Assets | $3.96B | $3.97B | $3.73B | $3.84B | $3.65B | $3.49B | $3.33B | $3.32B | $2.99B | $2.72B | · | $2.38B | $2.29B | $2.31B | · | $2.29B | |
| Deferred Tax | · | · | $31M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $2.35B | $2.38B | $2.12B | $2.28B | $2.14B | $2.02B | $1.91B | $2.03B | $1.76B | $1.57B | · | $1.40B | $1.37B | $1.46B | · | $1.57B | |
| Long-term Debt | $1.82B | $1.89B | $1.61B | $1.77B | · | · | $1.29B | · | · | · | · | · | · | · | · | $1M | |
| Paid-in Capital | $304M | $299M | $299M | $294M | $288M | $284M | $282M | $276M | $271M | $268M | · | $271M | $271M | $267M | · | $263M | |
| Retained Earnings | $1.21B | $1.18B | $1.17B | $1.12B | $1.07B | $1.02B | $970M | $844M | $777M | $700M | · | $550M | $477M | $411M | · | $283M | |
| Treasury Stock | $83M | $68M | $50M | $41M | $31M | $15M | $8M | $7M | $2M | · | · | · | · | · | · | · | |
| AOCI | $1M | $-452.0K | $613.0K | $607.0K | $583.0K | · | $0 | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $1.43B | $1.42B | $1.42B | $1.37B | $1.33B | $1.29B | $1.24B | $1.12B | $1.05B | $969M | · | · | · | · | · | · | |
| Liabilities + Equity | $3.96B | $3.97B | $3.73B | $3.84B | $3.65B | $3.49B | $3.33B | $3.32B | $2.99B | $2.72B | · | $2.38B | $2.29B | $2.31B | · | $2.29B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | · | · | · | 32,882,124 | 32,882,124 | 32,775,526 | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $5M | $4M | $4M | $4M | $3M | $3M | $2M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | |
| Stock-based Comp | $6M | $5M | $5M | $5M | $5M | $9M | $5M | $5M | $5M | $3M | $4M | $4M | $4M | $2M | $2M | $2M | |
| Deferred Tax | $7M | $480.0K | $20M | $9M | $9M | $-2M | $36M | $1M | $11M | $-2M | $-17M | $-3M | $-2M | $-83.0K | $2M | $-18M | |
| Operating Cash Flow | $-102M | $-50M | $144M | $-131M | $-68M | $-45M | $306M | $-205M | $-111M | $-248M | $219M | $87M | $103M | $-36M | $253M | $-58M | |
| CapEx | $6M | $5M | $8M | $5M | $10M | $3M | $4M | $18M | $2M | $2M | $875.0K | $903.0K | $2M | $1M | $1M | $2M | |
| Investing Cash Flow | $-6M | $-11M | $-24M | $-5M | $-82M | $-116M | $-24M | $-8M | $-4M | $-186M | $-479.0K | $-1M | $-2M | $-1M | $-1M | $-3M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $15M | $18M | $9M | $10M | $16M | $7M | $1M | $5M | $2M | $0 | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-18M | · | · | · | $-7M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-118M | $255M | $-125M | $167M | $60M | $169M | $-175M | $149M | $143M | $153M | $-34M | $-48M | $-74M | $-61M | $-18M | $93M | |
| Net Change in Cash | $-225M | $195M | $-6M | $32M | $-90M | $8M | $107M | $-64M | $29M | $-281M | $185M | $38M | $28M | $-98M | $233M | $32M | |
| Taxes Paid | $4M | $8M | $13M | $17M | $52M | $39M | $14M | $7M | $4M | $102M | $2M | $2M | · | · | · | · | |
| Free Cash Flow | · | $-55M | · | · | · | $-48M | · | · | · | $-250M | · | · | · | $-37M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 1.5% | · | 4.9% | 4.9% | 5.5% | · | 7.0% | 7.7% | 6.6% | · | 8.5% | 7.3% | 6.4% | · | 8.9% | |
| Pretax Margin | · | 2.1% | · | 6.3% | 6.4% | 7.2% | · | 9.2% | 10.0% | 8.6% | · | 11.6% | 10.1% | 9.0% | · | 10.4% | |
| ROA | · | 0.36% | · | 1.3% | 1.7% | 1.8% | · | 2.5% | 3.1% | 2.2% | · | 3.3% | 3.1% | 2.3% | · | 4.0% | |
| ROE | · | 0.98% | · | 3.8% | 4.8% | 4.9% | · | 12.7% | 15.4% | 11.2% | · | · | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $9.61 | · | $9.64 | $11.29 | $9.77 | · | $10.00 | $10.54 | $8.28 | · | $8.78 | $8.97 | $7.07 | · | $7.26 | |
| Cash Flow / Share | · | $-0.54 | · | · | · | $-0.44 | · | · | · | $-2.48 | · | · | · | $-0.33 | · | · | |
| Cash / Share | · | · | · | · | · | · | · | · | · | · | · | $10.04 | $8.90 | $8.13 | · | · | |
| EPS (TTM) | $1.42 | $1.71 | · | $2.85 | $3.08 | $3.33 | · | $3.00 | $3.05 | $2.89 | · | $2.64 | $2.53 | $2.48 | · | $2.24 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.13B | $4.22B | · | $4.67B | $4.71B | $4.61B | · | $4.03B | $3.92B | $3.81B | · | $3.71B | $3.60B | $3.45B | · | $3.09B | |
| Net Income TTM | $147M | $176M | · | $288M | $311M | $336M | · | $308M | $313M | $301M | · | $280M | $274M | $268M | · | $233M | |
| Market Cap | · | · | · | · | · | · | · | · | · | · | · | $731M | $809M | $434M | · | · | |
| P/E | 12.2 | 8.1 | · | 9.1 | 8.2 | 6.8 | · | 12.1 | 8.5 | 15.1 | · | 8.4 | 9.7 | 5.3 | · | 4.7 | |
| P/S | · | · | · | · | · | · | · | · | · | · | · | 0.2 | 0.2 | 0.1 | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | -12.2 | · | · | |
| Earnings Yield | 8.2% | 12.3% | · | 11.0% | 12.3% | 14.8% | · | 8.3% | 11.8% | 6.6% | · | 11.9% | 10.3% | 18.7% | · | 21.1% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $4.32B | $4.45B | $3.75B | $3.34B | $1.92B |
| Net Income | $217M | $335M | $296M | $262M | $121M |
| Diluted EPS | $2.14 | $3.34 | $2.79 | $2.45 | $1.27 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | · | $-282M | $369M | $-33M | $62M |
Institutional owners (13F) 218 filers · $576.4M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
218
Value held
$576.4M
New positions
45
Exited positions
28
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 45 (-5 vs prior Q) | 28 (-13 vs prior Q) | 78 (+4 vs prior Q) | 53 (+7 vs prior Q) | -552K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $83,054,376 | 4,811,957 | 14.41% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $53,024,360 | 3,072,095 | 9.20% | Shares |
| VANGUARD GROUP INC | $52,896,815 | 3,093,381 | 9.18% | Shares |
| COOKE & BIELER LP | $32,290,025 | 1,870,801 | 5.60% | Shares |
| STATE STREET CORP | $29,509,008 | 1,709,676 | 5.12% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $26,700,967 | 1,546,957 | 4.63% | Shares |
| JANUS HENDERSON GROUP PLC | $26,125,233 | 1,876,795 | 4.53% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25,270,884 | 1,464,130 | 4.38% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $20,818,149 | 1,206,150 | 3.61% | Shares |
| Elgethun Capital Management | $14,142,948 | 819,406 | 2.45% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $12,585,054 | 729,022 | 2.18% | Shares |
| MORGAN STANLEY | $11,093,580 | 642,733 | 1.92% | Shares |
| Invesco Ltd. | $9,419,610 | 545,748 | 1.63% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8,317,853 | 481,915 | 1.44% | Shares |
| Point72 Asset Management, L.P. | $7,893,550 | 457,332 | 1.37% | Shares |
| UBS Group AG | $6,517,238 | 377,592 | 1.13% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $5,951,611 | 344,821 | 1.03% | Shares |
| Vestmark Advisory Solutions, Inc. | $5,951,179 | 344,796 | 1.03% | Shares |
| GOLDMAN SACHS GROUP INC | $5,948,642 | 344,649 | 1.03% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $5,768,137 | 334,191 | 1.00% | Shares |
| DENALI ADVISORS LLC | $5,543,601 | 321,182 | 0.96% | Shares |
| WELLS FARGO & COMPANY/MN | $5,485,540 | 317,819 | 0.95% | Shares |
| AMERIPRISE FINANCIAL INC | $5,303,319 | 307,261 | 0.92% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,095,653 | 295,229 | 0.88% | Shares |
| NORTHERN TRUST CORP | $5,046,255 | 292,367 | 0.88% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $4,882,768 | 282,895 | 0.85% | Shares |
| Arcus Capital Partners, LLC | $4,768,214 | 276,258 | 0.83% | Shares |
| JPMORGAN CHASE & CO | $4,652,413 | 267,380 | 0.81% | Shares |
| MARSHALL WACE, LLP | $4,332,710 | 251,026 | 0.75% | Shares |
| Jump Financial, LLC | $3,492,785 | 202,363 | 0.61% | Shares |
| JANE STREET GROUP, LLC | $3,414,545 | 197,830 | 0.59% | Shares |
| Creative Planning | $3,209,081 | 185,926 | 0.56% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $3,120,608 | 180,800 | 0.54% | Shares |
| Bretton Capital Management, LLC | $2,942,830 | 170,500 | 0.51% | Shares |
| Bank of New York Mellon Corp | $2,833,152 | 164,146 | 0.49% | Shares |
| Rockefeller Capital Management L.P. | $2,641,954 | 153,068 | 0.46% | Shares |
| CITADEL ADVISORS LLC | $2,545,729 | 147,493 | 0.44% | Shares |
| Nuveen, LLC | $2,425,134 | 140,506 | 0.42% | Shares |
| Numerai GP LLC | $2,375,804 | 137,648 | 0.41% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $2,312,805 | 133,998 | 0.40% | Shares |
| Walleye Capital LLC | $2,298,290 | 133,157 | 0.40% | Shares |
| CastleKnight Management LP | $2,186,842 | 126,700 | 0.38% | Shares |
| TUDOR INVESTMENT CORP ET AL | $2,027,929 | 117,493 | 0.35% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,734,699 | 100,504 | 0.30% | Shares |
| Public Sector Pension Investment Board | $1,643,169 | 95,201 | 0.29% | Shares |
| Quantinno Capital Management LP | $1,629,983 | 94,437 | 0.28% | Shares |
| SEI INVESTMENTS CO | $1,601,176 | 92,767 | 0.28% | Shares |
| DEUTSCHE BANK AG\ | $1,523,989 | 88,296 | 0.26% | Shares |
| Balyasny Asset Management L.P. | $1,417,132 | 82,105 | 0.25% | Shares |
| BARCLAYS PLC | $1,410,211 | 81,704 | 0.24% | Shares |
Company insiders 15 insiders · 6 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Patrick O. Zalupski | President and CEO | March 16, 2026 J | 2,092,819 | 0 | 2 | $-369,984 |
| Lorena Anabel Ramsay | Senior VP and CFO | April 1, 2026 F | 230,179 | 0 | 0 | $0 |
| Rick A. Moyer | Senior VP and CFO | Jan. 29, 2021 A | 832,673 | 0 | 0 | $0 |
| Doug Moran | Senior VP and COO | April 1, 2024 F | 527,979 | 0 | 0 | $0 |
| Robert E. Riva | VP, GC and Corporate Secretary | April 1, 2024 F | 32,591 | 0 | 0 | $0 |
| John O. Blanton | VP and CAO | April 1, 2022 A | 606,221 | 0 | 0 | $0 |
| Steven Fischer | Director | Sept. 18, 2026 A | 107,670 | 0 | 0 | $0 |
| Richard Beckwitt | Director | Sept. 18, 2026 A | 500,000 | 4 | 0 | $1,385,440 |
| Len Sturm | Director | Sept. 3, 2026 P | 30,728 | 4 | 0 | $42,315 |
| Justin Udelhofen | Director | March 6, 2026 A | 42,801 | 0 | 0 | $0 |
| Megha H. Parekh | Director | March 6, 2026 A | 32,109 | 0 | 0 | $0 |
| William Weatherford | Director | March 6, 2026 A | 30,712 | 0 | 0 | $0 |
| William H Walton III | Director | March 8, 2023 A | 12,859 | 0 | 0 | $0 |
| William Radford Lovett II | 10% owner | June 24, 2026 S | 3,190,883 | 0 | 21 | $-14,406,740 |
| BOSTON OMAHA Corp | 10% owner | Jan. 25, 2021 P | 4,801,099 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 35 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RZV · Invesco Exchange-Traded Fund Trust | 0.36% | 93,162 SH | Oct. 1, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.35% | 3,269 NS | July 31, 2026 | N-PORT |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0.30% | 2,292,000 | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.22% | 405,192 SH | Oct. 1, 2026 | Daily |
| ITB · iShares Trust | 0.16% | 272,277 SH | Sept. 11, 2026 | Daily |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.13% | 2,769 SH | Oct. 1, 2026 | Daily |
| NAIL · Direxion Shares ETF Trust | 0.12% | 49,150 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.05% | 58,827 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.03% | 96,645 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 24,781 SH | Aug. 19, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.03% | 106,499 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 67,655 SH | Oct. 1, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.03% | 170,647 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.02% | 241,649 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.02% | 4,550 SH | Oct. 1, 2026 | Daily |
| FDIS · FIDELITY COVINGTON TRUST | 0.02% | 26,558 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.01% | 13,545 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.01% | 720,512 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 321,656 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 618,554 SH | Aug. 19, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.01% | 393,007 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 163,378 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.00% | 2,099 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.00% | 3,815 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 50,704 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 14,107 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 8,068 SH | Sept. 3, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 31,248 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 857,459 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,439 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 160 NS | July 31, 2026 | N-PORT |
| IJR · iShares Trust | · | 1,683,147 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 249,553 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 262,021 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 3,860 SH | Aug. 31, 2026 | Daily |
DFH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 10 analysts
SELL
Median target
$18.00
+67.4%
0 0.0%
Strong Buy
0 0.0%
Buy
5 50.0%
Hold
4 40.0%
Sell
1 10.0%
Strong Sell
12-Month Price Target
1 analysts · 2026-05-08Mean target $18.00 +67.4%
Low$18.00
Mean$18.00
High$18.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| DFH | · | 8.0 | -2.9% | · | · | · |
| MHO | · | 8.7 | -1.9% | 9.1% | 13.2% | · |
| GRBK | · | 8.9 | -1.0% | 15.3% | · | 31.4% |
| KBH | · | 10.5 | -10.0% | 6.9% | 10.9% | · |
| CCS | $1.72B | 12.2 | -6.4% | 3.6% | 5.7% | · |
| LGIH | $994M | 13.8 | -22.6% | 4.2% | 3.5% | · |
| BZH | $731M | 16.2 | 1.8% | 1.9% | 3.7% | 14.2% |
| LEGH | $465M | 11.2 | -10.7% | 25.4% | 8.0% | · |
| HOV | · | · | · | · | · | · |
| SDHC | · | 14.1 | -0.45% | 1.1% | 13.3% | 21.9% |
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Source: SEC 10-Q filed Jul 30, 2026