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Side-by-side financial comparison of Chefs' Warehouse, Inc. (CHEF) 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 $1.1B, roughly 1.1× Chefs' Warehouse, Inc.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 1.6%, a 3.2% gap on every dollar of revenue. On growth, Chefs' Warehouse, Inc. posted the faster year-over-year revenue change (11.4% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 5.3%).
Chefs' Warehouse, Inc. is a leading North American specialty food distributor that primarily serves independent restaurants, fine dining venues, hotels, catering firms, and other foodservice operators. It offers a curated portfolio of over 150,000 products including artisanal ingredients, specialty meats, seafood, dairy, pastries, and imported gourmet goods tailored for professional chefs.
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.
CHEF vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.2B |
| Net Profit | $17.4M | $58.8M |
| Gross Margin | 24.3% | — |
| Operating Margin | 3.1% | 6.4% |
| Net Margin | 1.6% | 4.8% |
| Revenue YoY | 11.4% | -22.3% |
| Net Profit YoY | 68.8% | -54.9% |
| EPS (diluted) | $0.40 | $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 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.0B | $969.8M | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $950.7M | $989.9M | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $931.5M | $1.0B | ||
| Q2 24 | $954.7M | $1.1B |
| Q1 26 | $17.4M | — | ||
| Q4 25 | $21.7M | $58.8M | ||
| Q3 25 | $19.1M | $47.0M | ||
| Q2 25 | $21.2M | $56.6M | ||
| Q1 25 | $10.3M | $54.9M | ||
| Q4 24 | $23.9M | $130.5M | ||
| Q3 24 | $14.1M | $70.7M | ||
| Q2 24 | $15.5M | $80.9M |
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 23.8% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 24.0% | 19.2% |
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 6.4% | ||
| Q3 25 | 3.8% | 6.3% | ||
| Q2 25 | 3.9% | 6.4% | ||
| Q1 25 | 2.4% | 7.2% | ||
| Q4 24 | 4.5% | 10.8% | ||
| Q3 24 | 3.4% | 9.2% | ||
| Q2 24 | 3.5% | 10.0% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.9% | 4.8% | ||
| Q3 25 | 1.9% | 4.8% | ||
| Q2 25 | 2.1% | 4.9% | ||
| Q1 25 | 1.1% | 5.5% | ||
| Q4 24 | 2.3% | 8.4% | ||
| Q3 24 | 1.5% | 7.0% | ||
| Q2 24 | 1.6% | 7.7% |
| Q1 26 | $0.40 | — | ||
| Q4 25 | $0.50 | $0.57 | ||
| Q3 25 | $0.44 | $0.47 | ||
| Q2 25 | $0.49 | $0.56 | ||
| Q1 25 | $0.25 | $0.54 | ||
| Q4 24 | $0.56 | $1.28 | ||
| Q3 24 | $0.34 | $0.70 | ||
| Q2 24 | $0.37 | $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 | $122.7M | $234.8M |
| Total DebtLower is stronger | $750.4M | $1.6B |
| Stockholders' EquityBook value | $608.6M | $1.4B |
| Total Assets | $2.0B | $3.7B |
| Debt / EquityLower = less leverage | 1.23× | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.7M | — | ||
| Q4 25 | $121.0M | $234.8M | ||
| Q3 25 | $65.1M | $251.0M | ||
| Q2 25 | $96.9M | $210.3M | ||
| Q1 25 | $116.5M | $297.5M | ||
| Q4 24 | $114.7M | $274.4M | ||
| Q3 24 | $50.7M | $204.9M | ||
| Q2 24 | $38.3M | $274.8M |
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | $1.6B | ||
| Q3 25 | $711.7M | $1.8B | ||
| Q2 25 | $690.2M | — | ||
| Q1 25 | $681.1M | — | ||
| Q4 24 | $688.7M | $1.3B | ||
| Q3 24 | $666.6M | — | ||
| Q2 24 | $660.8M | — |
| Q1 26 | $608.6M | — | ||
| Q4 25 | $604.3M | $1.4B | ||
| Q3 25 | $576.6M | $1.4B | ||
| Q2 25 | $557.7M | $1.3B | ||
| Q1 25 | $541.6M | $1.3B | ||
| Q4 24 | $537.6M | $1.2B | ||
| Q3 24 | $480.3M | $1.1B | ||
| Q2 24 | $461.9M | $1.0B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.7B | ||
| Q3 25 | $1.9B | $3.8B | ||
| Q2 25 | $1.9B | $3.7B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.9B | $3.3B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.7B | $3.0B |
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | 1.13× | ||
| Q3 25 | 1.23× | 1.29× | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 1.28× | 1.03× | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.43× | — |
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 | $38.3M | $143.6M |
| Free Cash FlowOCF − Capex | — | $136.0M |
| FCF MarginFCF / Revenue | — | 11.2% |
| Capex IntensityCapex / Revenue | 0.7% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.20× | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $143.6M | ||
| Q3 25 | $-8.7M | $-131.0M | ||
| Q2 25 | $14.5M | $-68.5M | ||
| Q1 25 | $49.6M | $-44.7M | ||
| Q4 24 | $73.0M | $306.5M | ||
| Q3 24 | $19.8M | $-205.0M | ||
| Q2 24 | $29.3M | $-110.6M |
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | $136.0M | ||
| Q3 25 | $-19.7M | $-135.7M | ||
| Q2 25 | $4.5M | $-78.8M | ||
| Q1 25 | $37.2M | $-47.9M | ||
| Q4 24 | $64.6M | $302.6M | ||
| Q3 24 | $11.8M | $-222.5M | ||
| Q2 24 | $13.3M | $-112.4M |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 11.2% | ||
| Q3 25 | -1.9% | -14.0% | ||
| Q2 25 | 0.4% | -6.8% | ||
| Q1 25 | 3.9% | -4.8% | ||
| Q4 24 | 6.3% | 19.4% | ||
| Q3 24 | 1.3% | -22.1% | ||
| Q2 24 | 1.4% | -10.6% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | 0.6% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 1.3% | 0.3% | ||
| Q4 24 | 0.8% | 0.3% | ||
| Q3 24 | 0.9% | 1.7% | ||
| Q2 24 | 1.7% | 0.2% |
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 2.44× | ||
| Q3 25 | -0.46× | -2.79× | ||
| Q2 25 | 0.68× | -1.21× | ||
| Q1 25 | 4.82× | -0.81× | ||
| Q4 24 | 3.05× | 2.35× | ||
| Q3 24 | 1.41× | -2.90× | ||
| Q2 24 | 1.89× | -1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHEF
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% |
