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DFH$15.61+0.97%
Fair $15.61+0.0%

DFH

Dream Finders Homes, Inc.

Consumer Cyclical / Residential ConstructionNYSE

$15.61

+0.15 (+0.97%)

Fairly Valued+0.0%Fair Value $15.61Fund rank 23/100 · Data gapFallback financials|
SA 35/D
F-Score: 1/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-126.4M · quality 34.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

35/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 0unknown: 7
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DFHLocal privado en este navegador · Dream Finders Homes, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.4B

P/E

9.1x

↓

EV/EBITDA

9.9x

↑

ROE

13.8%

↑

Gross Margin

17.5%

↓

Debt/Equity

1.02

↑
52-Week Range$16
$12$31

TradingView lightweight chart

DFH price, volumen y niveles de valoración

Último $15.61Periodo -25.5%
Fair value: $15.61

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

+34.1%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.32B · net income $217.2M · FCF $-126.4M

2019-FY → 2025-FY

Gross margin

17.5%— pts

Operating margin

6.2%— pts

Net margin

5.0%-0.2% pts

FCF margin

-2.9%-6.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$4.32B$4.32B$4.45B$3.75B$3.34B$1.92B$1.13B$744.3M
Net Income$217.2M$217.2M$335.3M$295.9M$262.3M$121.1M$79.1M$39.2M
EBITDA$298.7M$298.7M$450.0M$445.9M$366.2M———
EPS2.142.143.342.792.451.270.000.00
Gross Margin17.5%17.5%18.6%19.5%18.4%———
Operating Margin6.2%6.2%9.7%11.4%10.4%———
Net Margin5.0%5.0%7.5%7.9%7.8%6.3%7.0%5.3%
Balance Sheet
Debt/Equity1.021.020.920.791.26———
Current Ratio8.278.27——————
Cash Flow
Free Cash Flow$-126.4M$-126.4M$-282.0M$369.5M$-33.2M$62.2M$94.0M$27.5M
Returns
ROE13.8%13.8%24.1%27.6%33.3%———
Valuation
P/E9.139.136.9411.794.13———
EV/EBITDA9.889.887.418.614.66———
P/B1.011.011.673.251.37———
Growth & Yield
Revenue Growth-2.9%-2.9%18.7%12.2%—69.7%52.3%—
EPS Growth-35.9%-35.9%19.7%13.9%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-13.5%

fácil

EPS terminal req.

$1.39

Spread vs growth

-22.4%

5Y implied EPS CAGR

-4.8%

fácil

EPS terminal req.

$1.68

Spread vs growth

-31.2%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$2.70

Spread vs growth

-38.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -25.2%

Total return

-25.2%

Start / end P/E

6.2x → 7.3x

EPS bridge

3.34 → 2.14

Residual

-6.0%

EPS growth-35.9%
Multiple rerating+16.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.