vs
Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and GUESS INC (GES). 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 $791.4M, roughly 1.5× GUESS INC). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 3.2%, a 1.6% gap on every dollar of revenue. On growth, GUESS INC posted the faster year-over-year revenue change (7.2% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-56.3M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs -5.8%).
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.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
DFH vs GES — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $791.4M |
| Net Profit | $58.8M | $25.6M |
| Gross Margin | — | 42.5% |
| Operating Margin | 6.4% | 2.9% |
| Net Margin | 4.8% | 3.2% |
| Revenue YoY | -22.3% | 7.2% |
| Net Profit YoY | -54.9% | 209.6% |
| EPS (diluted) | $0.57 | $0.48 |
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 | $791.4M | ||
| Q3 25 | $969.8M | $772.9M | ||
| Q2 25 | $1.2B | $647.8M | ||
| Q1 25 | $989.9M | $932.3M | ||
| Q4 24 | $1.6B | $738.5M | ||
| Q3 24 | $1.0B | $732.6M | ||
| Q2 24 | $1.1B | $591.9M | ||
| Q1 24 | $827.8M | $891.0M |
| Q4 25 | $58.8M | $25.6M | ||
| Q3 25 | $47.0M | $6.2M | ||
| Q2 25 | $56.6M | $-32.9M | ||
| Q1 25 | $54.9M | $81.4M | ||
| Q4 24 | $130.5M | $-23.4M | ||
| Q3 24 | $70.7M | $-10.6M | ||
| Q2 24 | $80.9M | $13.0M | ||
| Q1 24 | $54.5M | $115.3M |
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 42.5% | ||
| Q2 25 | — | 39.9% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 43.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 19.2% | 41.9% | ||
| Q1 24 | 18.0% | 45.4% |
| Q4 25 | 6.4% | 2.9% | ||
| Q3 25 | 6.3% | 2.3% | ||
| Q2 25 | 6.4% | -5.1% | ||
| Q1 25 | 7.2% | 11.1% | ||
| Q4 24 | 10.8% | 5.7% | ||
| Q3 24 | 9.2% | 6.5% | ||
| Q2 24 | 10.0% | -3.4% | ||
| Q1 24 | 8.6% | 16.3% |
| Q4 25 | 4.8% | 3.2% | ||
| Q3 25 | 4.8% | 0.8% | ||
| Q2 25 | 4.9% | -5.1% | ||
| Q1 25 | 5.5% | 8.7% | ||
| Q4 24 | 8.4% | -3.2% | ||
| Q3 24 | 7.0% | -1.4% | ||
| Q2 24 | 7.7% | 2.2% | ||
| Q1 24 | 6.6% | 12.9% |
| Q4 25 | $0.57 | $0.48 | ||
| Q3 25 | $0.47 | $0.12 | ||
| Q2 25 | $0.56 | $-0.65 | ||
| Q1 25 | $0.54 | $1.29 | ||
| Q4 24 | $1.28 | $-0.47 | ||
| Q3 24 | $0.70 | $-0.28 | ||
| Q2 24 | $0.81 | $0.23 | ||
| Q1 24 | $0.55 | $1.90 |
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 | $154.2M |
| Total DebtLower is stronger | $1.6B | $299.5M |
| Stockholders' EquityBook value | $1.4B | $508.5M |
| Total Assets | $3.7B | $3.0B |
| Debt / EquityLower = less leverage | 1.13× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $154.2M | ||
| Q3 25 | $251.0M | $189.6M | ||
| Q2 25 | $210.3M | $151.2M | ||
| Q1 25 | $297.5M | $187.7M | ||
| Q4 24 | $274.4M | $140.9M | ||
| Q3 24 | $204.9M | $218.9M | ||
| Q2 24 | $274.8M | $241.7M | ||
| Q1 24 | $239.4M | $360.3M |
| Q4 25 | $1.6B | $299.5M | ||
| Q3 25 | $1.8B | $258.4M | ||
| Q2 25 | — | $241.7M | ||
| Q1 25 | — | $150.7M | ||
| Q4 24 | $1.3B | $238.3M | ||
| Q3 24 | — | $187.8M | ||
| Q2 24 | — | $196.9M | ||
| Q1 24 | — | $28.2M |
| Q4 25 | $1.4B | $508.5M | ||
| Q3 25 | $1.4B | $487.6M | ||
| Q2 25 | $1.3B | $483.6M | ||
| Q1 25 | $1.3B | $505.0M | ||
| Q4 24 | $1.2B | $450.7M | ||
| Q3 24 | $1.1B | $491.2M | ||
| Q2 24 | $1.0B | $565.5M | ||
| Q1 24 | $968.7M | $684.9M |
| Q4 25 | $3.7B | $3.0B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.3B | $2.8B | ||
| Q3 24 | $3.3B | $2.8B | ||
| Q2 24 | $3.0B | $2.7B | ||
| Q1 24 | $2.7B | $2.6B |
| Q4 25 | 1.13× | 0.59× | ||
| Q3 25 | 1.29× | 0.53× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 1.03× | 0.53× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.04× |
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 | $-39.5M |
| Free Cash FlowOCF − Capex | $136.0M | $-56.3M |
| FCF MarginFCF / Revenue | 11.2% | -7.1% |
| Capex IntensityCapex / Revenue | 0.6% | 2.1% |
| Cash ConversionOCF / Net Profit | 2.44× | -1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $62.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $-39.5M | ||
| Q3 25 | $-131.0M | $74.9M | ||
| Q2 25 | $-68.5M | $-73.4M | ||
| Q1 25 | $-44.7M | $183.2M | ||
| Q4 24 | $306.5M | $-83.3M | ||
| Q3 24 | $-205.0M | $44.7M | ||
| Q2 24 | $-110.6M | $-22.9M | ||
| Q1 24 | $-247.5M | $289.5M |
| Q4 25 | $136.0M | $-56.3M | ||
| Q3 25 | $-135.7M | $53.4M | ||
| Q2 25 | $-78.8M | $-95.3M | ||
| Q1 25 | $-47.9M | $160.7M | ||
| Q4 24 | $302.6M | $-105.4M | ||
| Q3 24 | $-222.5M | $24.3M | ||
| Q2 24 | $-112.4M | $-44.0M | ||
| Q1 24 | $-249.6M | $267.8M |
| Q4 25 | 11.2% | -7.1% | ||
| Q3 25 | -14.0% | 6.9% | ||
| Q2 25 | -6.8% | -14.7% | ||
| Q1 25 | -4.8% | 17.2% | ||
| Q4 24 | 19.4% | -14.3% | ||
| Q3 24 | -22.1% | 3.3% | ||
| Q2 24 | -10.6% | -7.4% | ||
| Q1 24 | -30.2% | 30.1% |
| Q4 25 | 0.6% | 2.1% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.3% | 3.0% | ||
| Q3 24 | 1.7% | 2.8% | ||
| Q2 24 | 0.2% | 3.6% | ||
| Q1 24 | 0.3% | 2.4% |
| Q4 25 | 2.44× | -1.54× | ||
| Q3 25 | -2.79× | 12.00× | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | 2.25× | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | -1.76× | ||
| Q1 24 | -4.54× | 2.51× |
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% |
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
