Dream Finders Homes, Inc.(DFH)Stock Analysis
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Rank #1,429 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DFH Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Dream Finders Homes, Inc. (DFH), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DFH at 50.9/100 on a 32-signal composite quality model, placing it at rank #1,429 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include free cash flow (20.6) and earnings quality (20.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Dream Finders Homes, Inc. reports quarterly revenue of $887.8M, net income of $13.3M, an operating margin of 2.1%. DFH trades on the NYSE exchange and files with the SEC under CIK 1825088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DFH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Dream Finders Homes, Inc. directly from SEC EDGAR. Dream Finders Homes, Inc.'s 13F Pro composite quality score has ranged between 8 and 73 since 2022, currently 50.9 — a stable long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$887.8M
Net Income
Q1 2026
$13.3M
Free Cash Flow
Q1 2026
$-54.8M
Operating Margin
Q1 2026
2.1%
D/E Ratio
Q1 2026
1.33
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-2.9% YoYNet Income
-35.2% YoYEPS (Diluted)
-35.9% YoYTotal Assets
+12.0% YoYTotal Debt
+24.9% YoYOp. Cash Flow
+60.8% YoY| Metric | FY 2025 | FY 2024 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Revenue | $4.32B -2.9% | $4.45B +131.3% | $1.92B +69.7% | $1.13B +52.3% | $744.3M |
| Net Income | $217.2M -35.2% | $335.3M +149.2% | $134.6M +70.2% | $79.1M +101.8% | $39.2M |
| EPS (Diluted) | $2.14 -35.9% | $3.34 +163.0% | $1.27 | $0.00 | $0.00 |
| Total Assets | $3.73B +12.0% | $3.33B +75.7% | $1.89B +158.2% | $733.7M | — |
| Total Debt | $1.61B +24.9% | $1.29B +38966.0% | $3.3M -88.9% | $29.7M | — |
| Operating Cash Flow | $-100.6M +60.8% | $-256.6M -495.0% | $65.0M -33.0% | $96.9M +218.5% | $30.4M |
AI Insight: DFH Financial Trends
DFH's net income has collapsed 76% from $55M in Q1 2025 to $13M in Q1 2026 amid declining revenue and rising debt.
• Revenue fell 10% year-over-year from $990M in Q1 2025 to $888M in Q1 2026.
• Net income plummeted 76% from $55M in Q1 2025 to $13M in Q1 2026.
• Total debt increased 18% from $1,606M in Q4 2025 to $1,889M in Q1 2026.
• Operating cash flow remains consistently negative outside of Q4 seasonal peaks.
⚠ Net income margin compressed to just 1.5% in Q1 2026, down from 5.6% in Q1 2025.
⚠ Debt-to-equity ratio deteriorated from 1.13x in Q4 2025 to 1.34x in Q1 2026.
AI Insight: DFH Ratio Trends
Dream Finders profitability collapsed in Q1 2026 with operating margin falling to 2.1% from 6.4% in Q4 2025.
• Operating margin declined from 10.8% in Q4 2024 to 2.1% in Q1 2026, marking sustained deterioration.
• ROIC plunged from 54.2% in Q4 2024 to 2.3% in Q1 2026, indicating severely weakened capital efficiency.
• Net profit margin compressed from 8.3% in Q4 2024 to 1.5% in Q1 2026.
⚠ Debt-to-equity ratio increased to 1.33 in Q1 2026 from 1.13 in Q4 2025, signaling rising leverage.
⚠ ROE collapsed to 3.8% in Q1 2026 from 16.5% in Q4 2025, indicating potential seasonal headwinds.
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Popular Research
Is DFH a good stock to buy?
13F Pro's AI-powered analysis of Dream Finders Homes, Inc. (DFH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DFH are available on the DFH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DFH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DFH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Dream Finders Homes, Inc.'s investment landscape.