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Side-by-side financial comparison of Allstate (ALL) 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 $922.0M, roughly 1.3× Allstate). Allstate runs the higher net margin — 266.6% vs 4.8%, a 261.7% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
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.
ALL vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.2B |
| Net Profit | $2.5B | $58.8M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 6.4% |
| Net Margin | 266.6% | 4.8% |
| Revenue YoY | 7.2% | -22.3% |
| Net Profit YoY | — | -54.9% |
| EPS (diluted) | $9.25 | $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 | $922.0M | — | ||
| Q4 25 | $17.3B | $1.2B | ||
| Q3 25 | $17.3B | $969.8M | ||
| Q2 25 | $16.6B | $1.2B | ||
| Q1 25 | $16.5B | $989.9M | ||
| Q4 24 | $16.5B | $1.6B | ||
| Q3 24 | $16.6B | $1.0B | ||
| Q2 24 | $15.7B | $1.1B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $58.8M | ||
| Q3 25 | $3.7B | $47.0M | ||
| Q2 25 | $2.1B | $56.6M | ||
| Q1 25 | $595.0M | $54.9M | ||
| Q4 24 | $1.9B | $130.5M | ||
| Q3 24 | $1.2B | $70.7M | ||
| Q2 24 | $331.0M | $80.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 10.0% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 4.8% | ||
| Q3 25 | 21.7% | 4.8% | ||
| Q2 25 | 12.7% | 4.9% | ||
| Q1 25 | 3.6% | 5.5% | ||
| Q4 24 | 11.7% | 8.4% | ||
| Q3 24 | 7.2% | 7.0% | ||
| Q2 24 | 2.1% | 7.7% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.57 | ||
| Q3 25 | $13.95 | $0.47 | ||
| Q2 25 | $7.76 | $0.56 | ||
| Q1 25 | $2.11 | $0.54 | ||
| Q4 24 | $7.07 | $1.28 | ||
| Q3 24 | $4.33 | $0.70 | ||
| Q2 24 | $1.13 | $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 | — | $234.8M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $31.6B | $1.4B |
| Total Assets | $124.0B | $3.7B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $234.8M | ||
| Q3 25 | $8.7B | $251.0M | ||
| Q2 25 | $9.6B | $210.3M | ||
| Q1 25 | $6.5B | $297.5M | ||
| Q4 24 | $4.5B | $274.4M | ||
| Q3 24 | $7.0B | $204.9M | ||
| Q2 24 | $5.3B | $274.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $1.6B | ||
| Q3 25 | $8.1B | $1.8B | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $1.3B | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $1.4B | ||
| Q3 25 | $27.5B | $1.4B | ||
| Q2 25 | $24.0B | $1.3B | ||
| Q1 25 | $22.1B | $1.3B | ||
| Q4 24 | $21.4B | $1.2B | ||
| Q3 24 | $20.9B | $1.1B | ||
| Q2 24 | $18.6B | $1.0B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $3.7B | ||
| Q3 25 | $120.4B | $3.8B | ||
| Q2 25 | $115.9B | $3.7B | ||
| Q1 25 | $115.2B | $3.5B | ||
| Q4 24 | $111.6B | $3.3B | ||
| Q3 24 | $113.7B | $3.3B | ||
| Q2 24 | $108.4B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 1.13× | ||
| Q3 25 | 0.29× | 1.29× | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 1.03× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $143.6M |
| Free Cash FlowOCF − Capex | — | $136.0M |
| FCF MarginFCF / Revenue | — | 11.2% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $143.6M | ||
| Q3 25 | $3.3B | $-131.0M | ||
| Q2 25 | $1.9B | $-68.5M | ||
| Q1 25 | $2.0B | $-44.7M | ||
| Q4 24 | $1.7B | $306.5M | ||
| Q3 24 | $3.2B | $-205.0M | ||
| Q2 24 | $2.4B | $-110.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $136.0M | ||
| Q3 25 | $3.2B | $-135.7M | ||
| Q2 25 | $1.9B | $-78.8M | ||
| Q1 25 | $1.9B | $-47.9M | ||
| Q4 24 | $1.7B | $302.6M | ||
| Q3 24 | $3.1B | $-222.5M | ||
| Q2 24 | $2.3B | $-112.4M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 11.2% | ||
| Q3 25 | 18.8% | -14.0% | ||
| Q2 25 | 11.3% | -6.8% | ||
| Q1 25 | 11.4% | -4.8% | ||
| Q4 24 | 10.0% | 19.4% | ||
| Q3 24 | 18.9% | -22.1% | ||
| Q2 24 | 14.7% | -10.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.6% | ||
| Q3 25 | 0.3% | 0.5% | ||
| Q2 25 | 0.0% | 0.9% | ||
| Q1 25 | 0.6% | 0.3% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.4% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 2.44× | ||
| Q3 25 | 0.88× | -2.79× | ||
| Q2 25 | 0.89× | -1.21× | ||
| Q1 25 | 3.30× | -0.81× | ||
| Q4 24 | 0.88× | 2.35× | ||
| Q3 24 | 2.69× | -2.90× | ||
| Q2 24 | 7.13× | -1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
