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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
Dream Finders Homes, Inc. is the larger business by last-quarter revenue ($1.2B vs $829.0M, roughly 1.5× Acadia Healthcare Company, Inc.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 0.5%, a 4.3% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 2.0%).
Acadia Healthcare Company, Inc. is an American provider of for-profit behavioral healthcare services. It operates a network of over 225 facilities across the United States and Puerto Rico.
Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.
ACHC vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $1.2B |
| Net Profit | $4.5M | $58.8M |
| Gross Margin | — | — |
| Operating Margin | — | 6.4% |
| Net Margin | 0.5% | 4.8% |
| Revenue YoY | 7.5% | -22.3% |
| Net Profit YoY | -50.8% | -54.9% |
| EPS (diluted) | $0.05 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $1.2B | ||
| Q3 25 | $851.6M | $969.8M | ||
| Q2 25 | $869.2M | $1.2B | ||
| Q1 25 | $770.5M | $989.9M | ||
| Q4 24 | $774.2M | $1.6B | ||
| Q3 24 | $815.6M | $1.0B | ||
| Q2 24 | $796.0M | $1.1B |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $58.8M | ||
| Q3 25 | $36.2M | $47.0M | ||
| Q2 25 | $30.1M | $56.6M | ||
| Q1 25 | $8.4M | $54.9M | ||
| Q4 24 | $32.6M | $130.5M | ||
| Q3 24 | $68.1M | $70.7M | ||
| Q2 24 | $78.5M | $80.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 6.4% | ||
| Q3 25 | 4.7% | 6.3% | ||
| Q2 25 | 5.8% | 6.4% | ||
| Q1 25 | 1.7% | 7.2% | ||
| Q4 24 | 4.9% | 10.8% | ||
| Q3 24 | 12.1% | 9.2% | ||
| Q2 24 | 13.4% | 10.0% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 4.8% | ||
| Q3 25 | 4.3% | 4.8% | ||
| Q2 25 | 3.5% | 4.9% | ||
| Q1 25 | 1.1% | 5.5% | ||
| Q4 24 | 4.2% | 8.4% | ||
| Q3 24 | 8.4% | 7.0% | ||
| Q2 24 | 9.9% | 7.7% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.57 | ||
| Q3 25 | $0.40 | $0.47 | ||
| Q2 25 | $0.33 | $0.56 | ||
| Q1 25 | $0.09 | $0.54 | ||
| Q4 24 | $0.36 | $1.28 | ||
| Q3 24 | $0.74 | $0.70 | ||
| Q2 24 | $0.85 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $158.5M | $234.8M |
| Total DebtLower is stronger | $2.5B | $1.6B |
| Stockholders' EquityBook value | $2.0B | $1.4B |
| Total Assets | $5.5B | $3.7B |
| Debt / EquityLower = less leverage | 1.29× | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $234.8M | ||
| Q3 25 | $118.7M | $251.0M | ||
| Q2 25 | $131.4M | $210.3M | ||
| Q1 25 | $91.2M | $297.5M | ||
| Q4 24 | $76.3M | $274.4M | ||
| Q3 24 | $82.1M | $204.9M | ||
| Q2 24 | $77.2M | $274.8M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.3B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $3.0B | $1.1B | ||
| Q2 24 | $3.0B | $1.0B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $3.7B | ||
| Q3 25 | $6.4B | $3.8B | ||
| Q2 25 | $6.3B | $3.7B | ||
| Q1 25 | $6.1B | $3.5B | ||
| Q4 24 | $6.0B | $3.3B | ||
| Q3 24 | $5.9B | $3.3B | ||
| Q2 24 | $5.7B | $3.0B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 1.13× | ||
| Q3 25 | 0.74× | 1.29× | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | 1.03× | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $61.5M | $143.6M |
| Free Cash FlowOCF − Capex | — | $136.0M |
| FCF MarginFCF / Revenue | — | 11.2% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 13.78× | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $143.6M | ||
| Q3 25 | $73.2M | $-131.0M | ||
| Q2 25 | $133.5M | $-68.5M | ||
| Q1 25 | $11.5M | $-44.7M | ||
| Q4 24 | $116.7M | $306.5M | ||
| Q3 24 | $163.1M | $-205.0M | ||
| Q2 24 | $171.1M | $-110.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $136.0M | ||
| Q3 25 | $-63.0M | $-135.7M | ||
| Q2 25 | $-34.2M | $-78.8M | ||
| Q1 25 | $-163.2M | $-47.9M | ||
| Q4 24 | $-86.8M | $302.6M | ||
| Q3 24 | $-27.1M | $-222.5M | ||
| Q2 24 | $16.9M | $-112.4M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 11.2% | ||
| Q3 25 | -7.4% | -14.0% | ||
| Q2 25 | -3.9% | -6.8% | ||
| Q1 25 | -21.2% | -4.8% | ||
| Q4 24 | -11.2% | 19.4% | ||
| Q3 24 | -3.3% | -22.1% | ||
| Q2 24 | 2.1% | -10.6% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 0.6% | ||
| Q3 25 | 16.0% | 0.5% | ||
| Q2 25 | 19.3% | 0.9% | ||
| Q1 25 | 22.7% | 0.3% | ||
| Q4 24 | 26.3% | 0.3% | ||
| Q3 24 | 23.3% | 1.7% | ||
| Q2 24 | 19.4% | 0.2% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 2.44× | ||
| Q3 25 | 2.02× | -2.79× | ||
| Q2 25 | 4.43× | -1.21× | ||
| Q1 25 | 1.37× | -0.81× | ||
| Q4 24 | 3.58× | 2.35× | ||
| Q3 24 | 2.39× | -2.90× | ||
| Q2 24 | 2.18× | -1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
