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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Life Time Group Holdings, Inc. (LTH). 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 $745.1M, roughly 1.6× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 4.8%, a 11.7% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-64.6M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 11.7%).
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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
DFH vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $745.1M |
| Net Profit | $58.8M | $123.0M |
| Gross Margin | — | 49.1% |
| Operating Margin | 6.4% | 17.4% |
| Net Margin | 4.8% | 16.5% |
| Revenue YoY | -22.3% | 12.3% |
| Net Profit YoY | -54.9% | 231.0% |
| EPS (diluted) | $0.57 | $0.55 |
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 | $745.1M | ||
| Q3 25 | $969.8M | $782.6M | ||
| Q2 25 | $1.2B | $761.5M | ||
| Q1 25 | $989.9M | $706.0M | ||
| Q4 24 | $1.6B | $663.3M | ||
| Q3 24 | $1.0B | $693.2M | ||
| Q2 24 | $1.1B | $667.8M | ||
| Q1 24 | $827.8M | $596.7M |
| Q4 25 | $58.8M | $123.0M | ||
| Q3 25 | $47.0M | $102.4M | ||
| Q2 25 | $56.6M | $72.1M | ||
| Q1 25 | $54.9M | $76.1M | ||
| Q4 24 | $130.5M | $37.2M | ||
| Q3 24 | $70.7M | $41.4M | ||
| Q2 24 | $80.9M | $52.8M | ||
| Q1 24 | $54.5M | $24.9M |
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 47.0% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 48.2% | ||
| Q3 24 | — | 46.5% | ||
| Q2 24 | 19.2% | 46.8% | ||
| Q1 24 | 18.0% | 46.1% |
| Q4 25 | 6.4% | 17.4% | ||
| Q3 25 | 6.3% | 17.3% | ||
| Q2 25 | 6.4% | 14.2% | ||
| Q1 25 | 7.2% | 15.2% | ||
| Q4 24 | 10.8% | 13.1% | ||
| Q3 24 | 9.2% | 13.5% | ||
| Q2 24 | 10.0% | 15.7% | ||
| Q1 24 | 8.6% | 12.1% |
| Q4 25 | 4.8% | 16.5% | ||
| Q3 25 | 4.8% | 13.1% | ||
| Q2 25 | 4.9% | 9.5% | ||
| Q1 25 | 5.5% | 10.8% | ||
| Q4 24 | 8.4% | 5.6% | ||
| Q3 24 | 7.0% | 6.0% | ||
| Q2 24 | 7.7% | 7.9% | ||
| Q1 24 | 6.6% | 4.2% |
| Q4 25 | $0.57 | $0.55 | ||
| Q3 25 | $0.47 | $0.45 | ||
| Q2 25 | $0.56 | $0.32 | ||
| Q1 25 | $0.54 | $0.34 | ||
| Q4 24 | $1.28 | $0.17 | ||
| Q3 24 | $0.70 | $0.19 | ||
| Q2 24 | $0.81 | $0.26 | ||
| Q1 24 | $0.55 | $0.12 |
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 | $204.8M |
| Total DebtLower is stronger | $1.6B | $1.5B |
| Stockholders' EquityBook value | $1.4B | $3.1B |
| Total Assets | $3.7B | $8.0B |
| Debt / EquityLower = less leverage | 1.13× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $204.8M | ||
| Q3 25 | $251.0M | $218.9M | ||
| Q2 25 | $210.3M | $175.5M | ||
| Q1 25 | $297.5M | $59.0M | ||
| Q4 24 | $274.4M | $10.9M | ||
| Q3 24 | $204.9M | $120.9M | ||
| Q2 24 | $274.8M | $34.5M | ||
| Q1 24 | $239.4M | $18.6M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $2.6B | ||
| Q3 24 | $1.1B | $2.6B | ||
| Q2 24 | $1.0B | $2.4B | ||
| Q1 24 | $968.7M | $2.3B |
| Q4 25 | $3.7B | $8.0B | ||
| Q3 25 | $3.8B | $7.8B | ||
| Q2 25 | $3.7B | $7.6B | ||
| Q1 25 | $3.5B | $7.3B | ||
| Q4 24 | $3.3B | $7.2B | ||
| Q3 24 | $3.3B | $7.2B | ||
| Q2 24 | $3.0B | $7.1B | ||
| Q1 24 | $2.7B | $7.1B |
| Q4 25 | 1.13× | 0.48× | ||
| Q3 25 | 1.29× | 0.51× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | 1.03× | 0.59× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $136.0M | $-64.6M |
| FCF MarginFCF / Revenue | 11.2% | -8.7% |
| Capex IntensityCapex / Revenue | 0.6% | 40.9% |
| Cash ConversionOCF / Net Profit | 2.44× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $239.9M | ||
| Q3 25 | $-131.0M | $251.1M | ||
| Q2 25 | $-68.5M | $195.7M | ||
| Q1 25 | $-44.7M | $183.9M | ||
| Q4 24 | $306.5M | $163.1M | ||
| Q3 24 | $-205.0M | $151.1M | ||
| Q2 24 | $-110.6M | $170.4M | ||
| Q1 24 | $-247.5M | $90.4M |
| Q4 25 | $136.0M | $-64.6M | ||
| Q3 25 | $-135.7M | $28.6M | ||
| Q2 25 | $-78.8M | $-26.3M | ||
| Q1 25 | $-47.9M | $41.4M | ||
| Q4 24 | $302.6M | $26.8M | ||
| Q3 24 | $-222.5M | $64.0M | ||
| Q2 24 | $-112.4M | $26.1M | ||
| Q1 24 | $-249.6M | $-66.4M |
| Q4 25 | 11.2% | -8.7% | ||
| Q3 25 | -14.0% | 3.7% | ||
| Q2 25 | -6.8% | -3.5% | ||
| Q1 25 | -4.8% | 5.9% | ||
| Q4 24 | 19.4% | 4.0% | ||
| Q3 24 | -22.1% | 9.2% | ||
| Q2 24 | -10.6% | 3.9% | ||
| Q1 24 | -30.2% | -11.1% |
| Q4 25 | 0.6% | 40.9% | ||
| Q3 25 | 0.5% | 28.4% | ||
| Q2 25 | 0.9% | 29.2% | ||
| Q1 25 | 0.3% | 20.2% | ||
| Q4 24 | 0.3% | 20.6% | ||
| Q3 24 | 1.7% | 12.6% | ||
| Q2 24 | 0.2% | 21.6% | ||
| Q1 24 | 0.3% | 26.3% |
| Q4 25 | 2.44× | 1.95× | ||
| Q3 25 | -2.79× | 2.45× | ||
| Q2 25 | -1.21× | 2.71× | ||
| Q1 25 | -0.81× | 2.41× | ||
| Q4 24 | 2.35× | 4.39× | ||
| Q3 24 | -2.90× | 3.65× | ||
| Q2 24 | -1.37× | 3.23× | ||
| Q1 24 | -4.54× | 3.63× |
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
