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Side-by-side financial comparison of CrowdStrike (CRWD) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $1.2B, roughly 1.0× Dream Finders Homes, Inc.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs -2.8%, a 7.6% gap on every dollar of revenue. On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs -22.3%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 20.8%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
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.
CRWD vs DFH — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.2B |
| Net Profit | $-34.0M | $58.8M |
| Gross Margin | 75.1% | — |
| Operating Margin | -5.6% | 6.4% |
| Net Margin | -2.8% | 4.8% |
| Revenue YoY | 22.2% | -22.3% |
| Net Profit YoY | -102.1% | -54.9% |
| EPS (diluted) | $-0.14 | $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.
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $969.8M | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $989.9M | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $963.9M | $1.0B | ||
| Q2 24 | $921.0M | $1.1B | ||
| Q1 24 | $845.3M | $827.8M |
| Q4 25 | $-34.0M | $58.8M | ||
| Q3 25 | $-77.7M | $47.0M | ||
| Q2 25 | $-110.2M | $56.6M | ||
| Q1 25 | $-92.3M | $54.9M | ||
| Q4 24 | $-16.8M | $130.5M | ||
| Q3 24 | $47.0M | $70.7M | ||
| Q2 24 | $42.8M | $80.9M | ||
| Q1 24 | $53.7M | $54.5M |
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | — | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.6% | 19.2% | ||
| Q1 24 | 75.3% | 18.0% |
| Q4 25 | -5.6% | 6.4% | ||
| Q3 25 | -9.7% | 6.3% | ||
| Q2 25 | -11.3% | 6.4% | ||
| Q1 25 | -8.1% | 7.2% | ||
| Q4 24 | -5.5% | 10.8% | ||
| Q3 24 | 1.4% | 9.2% | ||
| Q2 24 | 0.8% | 10.0% | ||
| Q1 24 | 3.5% | 8.6% |
| Q4 25 | -2.8% | 4.8% | ||
| Q3 25 | -6.6% | 4.8% | ||
| Q2 25 | -10.0% | 4.9% | ||
| Q1 25 | -8.7% | 5.5% | ||
| Q4 24 | -1.7% | 8.4% | ||
| Q3 24 | 4.9% | 7.0% | ||
| Q2 24 | 4.6% | 7.7% | ||
| Q1 24 | 6.4% | 6.6% |
| Q4 25 | $-0.14 | $0.57 | ||
| Q3 25 | $-0.31 | $0.47 | ||
| Q2 25 | $-0.44 | $0.56 | ||
| Q1 25 | $-0.37 | $0.54 | ||
| Q4 24 | $-0.07 | $1.28 | ||
| Q3 24 | $0.19 | $0.70 | ||
| Q2 24 | $0.17 | $0.81 | ||
| Q1 24 | $0.23 | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.8B | $234.8M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $4.0B | $1.4B |
| Total Assets | $10.0B | $3.7B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $234.8M | ||
| Q3 25 | $5.0B | $251.0M | ||
| Q2 25 | $4.6B | $210.3M | ||
| Q1 25 | $4.3B | $297.5M | ||
| Q4 24 | $4.3B | $274.4M | ||
| Q3 24 | $4.0B | $204.9M | ||
| Q2 24 | $3.7B | $274.8M | ||
| Q1 24 | $3.5B | $239.4M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $4.0B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.1B | $1.2B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.5B | $1.0B | ||
| Q1 24 | $2.3B | $968.7M |
| Q4 25 | $10.0B | $3.7B | ||
| Q3 25 | $9.3B | $3.8B | ||
| Q2 25 | $8.7B | $3.7B | ||
| Q1 25 | $8.7B | $3.5B | ||
| Q4 24 | $7.8B | $3.3B | ||
| Q3 24 | $7.2B | $3.3B | ||
| Q2 24 | $6.8B | $3.0B | ||
| Q1 24 | $6.6B | $2.7B |
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $397.5M | $143.6M |
| Free Cash FlowOCF − Capex | $314.1M | $136.0M |
| FCF MarginFCF / Revenue | 25.5% | 11.2% |
| Capex IntensityCapex / Revenue | 6.8% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $143.6M | ||
| Q3 25 | $332.8M | $-131.0M | ||
| Q2 25 | $384.1M | $-68.5M | ||
| Q1 25 | $345.7M | $-44.7M | ||
| Q4 24 | $326.1M | $306.5M | ||
| Q3 24 | $326.6M | $-205.0M | ||
| Q2 24 | $383.2M | $-110.6M | ||
| Q1 24 | $347.0M | $-247.5M |
| Q4 25 | $314.1M | $136.0M | ||
| Q3 25 | $302.3M | $-135.7M | ||
| Q2 25 | $298.4M | $-78.8M | ||
| Q1 25 | $258.5M | $-47.9M | ||
| Q4 24 | $247.4M | $302.6M | ||
| Q3 24 | $287.4M | $-222.5M | ||
| Q2 24 | $333.5M | $-112.4M | ||
| Q1 24 | $294.4M | $-249.6M |
| Q4 25 | 25.5% | 11.2% | ||
| Q3 25 | 25.9% | -14.0% | ||
| Q2 25 | 27.0% | -6.8% | ||
| Q1 25 | 24.4% | -4.8% | ||
| Q4 24 | 24.5% | 19.4% | ||
| Q3 24 | 29.8% | -22.1% | ||
| Q2 24 | 36.2% | -10.6% | ||
| Q1 24 | 34.8% | -30.2% |
| Q4 25 | 6.8% | 0.6% | ||
| Q3 25 | 2.6% | 0.5% | ||
| Q2 25 | 7.8% | 0.9% | ||
| Q1 25 | 8.2% | 0.3% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.2% | 0.3% |
| Q4 25 | — | 2.44× | ||
| Q3 25 | — | -2.79× | ||
| Q2 25 | — | -1.21× | ||
| Q1 25 | — | -0.81× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | 6.95× | -2.90× | ||
| Q2 24 | 8.95× | -1.37× | ||
| Q1 24 | 6.46× | -4.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
