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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and F5, Inc. (FFIV). 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 $811.7M, roughly 1.5× F5, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 4.8%, a 13.4% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 8.0%).
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.
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
DFH vs FFIV — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $811.7M |
| Net Profit | $58.8M | $148.0M |
| Gross Margin | — | 81.4% |
| Operating Margin | 6.4% | 22.1% |
| Net Margin | 4.8% | 18.2% |
| Revenue YoY | -22.3% | 11.0% |
| Net Profit YoY | -54.9% | 1.5% |
| EPS (diluted) | $0.57 | $2.58 |
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 | — | $811.7M | ||
| Q4 25 | $1.2B | $822.5M | ||
| Q3 25 | $969.8M | $810.1M | ||
| Q2 25 | $1.2B | $780.4M | ||
| Q1 25 | $989.9M | $731.1M | ||
| Q4 24 | $1.6B | $766.5M | ||
| Q3 24 | $1.0B | $746.7M | ||
| Q2 24 | $1.1B | $695.5M |
| Q1 26 | — | $148.0M | ||
| Q4 25 | $58.8M | $180.1M | ||
| Q3 25 | $47.0M | $190.5M | ||
| Q2 25 | $56.6M | $189.9M | ||
| Q1 25 | $54.9M | $145.5M | ||
| Q4 24 | $130.5M | $166.4M | ||
| Q3 24 | $70.7M | $165.3M | ||
| Q2 24 | $80.9M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | 19.2% | 80.4% |
| Q1 26 | — | 22.1% | ||
| Q4 25 | 6.4% | 26.0% | ||
| Q3 25 | 6.3% | 25.4% | ||
| Q2 25 | 6.4% | 25.2% | ||
| Q1 25 | 7.2% | 21.7% | ||
| Q4 24 | 10.8% | 26.8% | ||
| Q3 24 | 9.2% | 25.6% | ||
| Q2 24 | 10.0% | 23.4% |
| Q1 26 | — | 18.2% | ||
| Q4 25 | 4.8% | 21.9% | ||
| Q3 25 | 4.8% | 23.5% | ||
| Q2 25 | 4.9% | 24.3% | ||
| Q1 25 | 5.5% | 19.9% | ||
| Q4 24 | 8.4% | 21.7% | ||
| Q3 24 | 7.0% | 22.1% | ||
| Q2 24 | 7.7% | 20.7% |
| Q1 26 | — | $2.58 | ||
| Q4 25 | $0.57 | $3.10 | ||
| Q3 25 | $0.47 | $3.25 | ||
| Q2 25 | $0.56 | $3.25 | ||
| Q1 25 | $0.54 | $2.48 | ||
| Q4 24 | $1.28 | $2.82 | ||
| Q3 24 | $0.70 | $2.79 | ||
| Q2 24 | $0.81 | $2.44 |
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 | $1.4B |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $3.6B |
| Total Assets | $3.7B | $6.5B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $234.8M | $1.2B | ||
| Q3 25 | $251.0M | $1.3B | ||
| Q2 25 | $210.3M | $1.4B | ||
| Q1 25 | $297.5M | $1.3B | ||
| Q4 24 | $274.4M | $1.2B | ||
| Q3 24 | $204.9M | $1.1B | ||
| Q2 24 | $274.8M | $935.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.4B | $3.5B | ||
| Q3 25 | $1.4B | $3.6B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.2B | $3.2B | ||
| Q3 24 | $1.1B | $3.1B | ||
| Q2 24 | $1.0B | $3.0B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $3.7B | $6.3B | ||
| Q3 25 | $3.8B | $6.3B | ||
| Q2 25 | $3.7B | $6.1B | ||
| Q1 25 | $3.5B | $5.9B | ||
| Q4 24 | $3.3B | $5.9B | ||
| Q3 24 | $3.3B | $5.6B | ||
| Q2 24 | $3.0B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $143.6M | $525.1M |
| Free Cash FlowOCF − Capex | $136.0M | — |
| FCF MarginFCF / Revenue | 11.2% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.44× | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | $143.6M | $159.2M | ||
| Q3 25 | $-131.0M | $208.1M | ||
| Q2 25 | $-68.5M | $282.2M | ||
| Q1 25 | $-44.7M | $256.6M | ||
| Q4 24 | $306.5M | $202.8M | ||
| Q3 24 | $-205.0M | $246.5M | ||
| Q2 24 | $-110.6M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $149.5M | ||
| Q3 25 | $-135.7M | $191.9M | ||
| Q2 25 | $-78.8M | $273.7M | ||
| Q1 25 | $-47.9M | $246.1M | ||
| Q4 24 | $302.6M | $194.7M | ||
| Q3 24 | $-222.5M | $240.4M | ||
| Q2 24 | $-112.4M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 18.2% | ||
| Q3 25 | -14.0% | 23.7% | ||
| Q2 25 | -6.8% | 35.1% | ||
| Q1 25 | -4.8% | 33.7% | ||
| Q4 24 | 19.4% | 25.4% | ||
| Q3 24 | -22.1% | 32.2% | ||
| Q2 24 | -10.6% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 1.2% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 0.3% | 1.4% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 1.7% | 0.8% | ||
| Q2 24 | 0.2% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | 2.44× | 0.88× | ||
| Q3 25 | -2.79× | 1.09× | ||
| Q2 25 | -1.21× | 1.49× | ||
| Q1 25 | -0.81× | 1.76× | ||
| Q4 24 | 2.35× | 1.22× | ||
| Q3 24 | -2.90× | 1.49× | ||
| Q2 24 | -1.37× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
FFIV
Segment breakdown not available.
