Obermatt

Dream Finders Homes

NYQ:DFH · US26154D1000
Household DurablesLarge

360

4
Profit price60
Owner Earnings Yield49
Dividend Yield1
Price/Sales85
EV / Gross Profit54
Price/Book76
Return on Capital37
Cash Return on Capital50
Return on Equity65
EBIT Margin25
Gross Profitability54
Cash Conversion9
Accruals10
Owner Earnings Margin42
Sales growth42
Profit Growth32
Long-Term EPS Growth18
Owner Earnings Growth19
Reinvestment5
Price momentum16
Debt load21
Refinancing92
Debt Payback17
Liquidity34
Analyst ratings31
Expectations trend5
Market mood31
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Dream Finders Homes doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustryHousehold Durables
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2020
Employees843
ISINUS26154D1000
Last UpdateApr 2, 2026
Index & Theme
Real Estate TechnologyHome ImprovementBuilding MaintenanceConstructionSmart Home

Description

Dream Finders Homes, Inc. designs, builds, and sells homes primarily in high-growth markets using the company’s asset-light lot acquisition strategy. The company’s primary focus is on constructing and selling single-family homes across entry-level,…

Analysis

Weak and unloved

Dream Finders Homes, Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.4×; owner earnings: the cash an owner could take out each year.

Growth is tepid; the safety picture is stretched. The company scores 6/20 on our value-creation score: not creating value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
10
2023202420252026

All-time high

47

Jan 2023

All-time low

10

Jun 2026

Average rank

35

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
85
75
53
89
Price/Earnings
82
92
47
69
Price/Book
76
47
29
40
Dividend Yield
1
1
1
1
Value (overall)
76
53
25
55

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →