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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Magnera Corp (MAGN). 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 $792.0M, roughly 1.5× Magnera Corp). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs -4.3%, a 9.1% gap on every dollar of revenue. On growth, Magnera Corp posted the faster year-over-year revenue change (12.8% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-13.0M). Over the past eight quarters, Magnera Corp's revenue compounded faster (54.9% CAGR vs 21.0%).
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.
DFH vs MAGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $792.0M |
| Net Profit | $58.8M | $-34.0M |
| Gross Margin | — | 12.2% |
| Operating Margin | 6.4% | 1.8% |
| Net Margin | 4.8% | -4.3% |
| Revenue YoY | -22.3% | 12.8% |
| Net Profit YoY | -54.9% | 43.3% |
| EPS (diluted) | $0.57 | $-0.95 |
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 | $792.0M | ||
| Q3 25 | $969.8M | — | ||
| Q2 25 | $1.2B | $839.0M | ||
| Q1 25 | $989.9M | $824.0M | ||
| Q4 24 | $1.6B | $702.0M | ||
| Q3 24 | $1.0B | $332.1M | ||
| Q2 24 | $1.1B | $556.0M | ||
| Q1 24 | $827.8M | $558.0M |
| Q4 25 | $58.8M | $-34.0M | ||
| Q3 25 | $47.0M | — | ||
| Q2 25 | $56.6M | $-18.0M | ||
| Q1 25 | $54.9M | $-41.0M | ||
| Q4 24 | $130.5M | $-60.0M | ||
| Q3 24 | $70.7M | $-15.2M | ||
| Q2 24 | $80.9M | $19.0M | ||
| Q1 24 | $54.5M | $14.0M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | 19.2% | 6.6% | ||
| Q1 24 | 18.0% | 6.2% |
| Q4 25 | 6.4% | 1.8% | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 6.4% | 1.5% | ||
| Q1 25 | 7.2% | 0.5% | ||
| Q4 24 | 10.8% | -3.1% | ||
| Q3 24 | 9.2% | 0.9% | ||
| Q2 24 | 10.0% | 3.1% | ||
| Q1 24 | 8.6% | 3.8% |
| Q4 25 | 4.8% | -4.3% | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 4.9% | -2.1% | ||
| Q1 25 | 5.5% | -5.0% | ||
| Q4 24 | 8.4% | -8.5% | ||
| Q3 24 | 7.0% | -4.6% | ||
| Q2 24 | 7.7% | 3.4% | ||
| Q1 24 | 6.6% | 2.5% |
| Q4 25 | $0.57 | $-0.95 | ||
| Q3 25 | $0.47 | — | ||
| Q2 25 | $0.56 | $-0.51 | ||
| Q1 25 | $0.54 | $-1.15 | ||
| Q4 24 | $1.28 | $-1.69 | ||
| Q3 24 | $0.70 | $-0.33 | ||
| Q2 24 | $0.81 | $0.60 | ||
| Q1 24 | $0.55 | $0.44 |
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 | $264.0M |
| Total DebtLower is stronger | $1.6B | $1.9B |
| Stockholders' EquityBook value | $1.4B | $1.0B |
| Total Assets | $3.7B | $3.9B |
| Debt / EquityLower = less leverage | 1.13× | 1.86× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $264.0M | ||
| Q3 25 | $251.0M | — | ||
| Q2 25 | $210.3M | $276.0M | ||
| Q1 25 | $297.5M | $282.0M | ||
| Q4 24 | $274.4M | $215.0M | ||
| Q3 24 | $204.9M | $230.0M | ||
| Q2 24 | $274.8M | $33.9M | ||
| Q1 24 | $239.4M | $30.2M |
| Q4 25 | $1.6B | $1.9B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $877.4M | ||
| Q1 24 | — | $884.7M |
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.0B | $2.4B | ||
| Q1 24 | $968.7M | $2.4B |
| Q4 25 | $3.7B | $3.9B | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.7B | $4.1B | ||
| Q1 25 | $3.5B | $4.1B | ||
| Q4 24 | $3.3B | $4.0B | ||
| Q3 24 | $3.3B | $2.8B | ||
| Q2 24 | $3.0B | $1.5B | ||
| Q1 24 | $2.7B | $1.5B |
| Q4 25 | 1.13× | 1.86× | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | 1.03× | 1.80× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.36× |
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 | $2.0M |
| Free Cash FlowOCF − Capex | $136.0M | $-13.0M |
| FCF MarginFCF / Revenue | 11.2% | -1.6% |
| Capex IntensityCapex / Revenue | 0.6% | 1.9% |
| Cash ConversionOCF / Net Profit | 2.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $2.0M | ||
| Q3 25 | $-131.0M | — | ||
| Q2 25 | $-68.5M | $0 | ||
| Q1 25 | $-44.7M | $65.0M | ||
| Q4 24 | $306.5M | $-58.0M | ||
| Q3 24 | $-205.0M | $12.2M | ||
| Q2 24 | $-110.6M | $38.0M | ||
| Q1 24 | $-247.5M | $20.0M |
| Q4 25 | $136.0M | $-13.0M | ||
| Q3 25 | $-135.7M | — | ||
| Q2 25 | $-78.8M | — | ||
| Q1 25 | $-47.9M | $42.0M | ||
| Q4 24 | $302.6M | $-74.0M | ||
| Q3 24 | $-222.5M | $3.6M | ||
| Q2 24 | $-112.4M | $23.0M | ||
| Q1 24 | $-249.6M | $12.5M |
| Q4 25 | 11.2% | -1.6% | ||
| Q3 25 | -14.0% | — | ||
| Q2 25 | -6.8% | — | ||
| Q1 25 | -4.8% | 5.1% | ||
| Q4 24 | 19.4% | -10.5% | ||
| Q3 24 | -22.1% | 1.1% | ||
| Q2 24 | -10.6% | 4.1% | ||
| Q1 24 | -30.2% | 2.2% |
| Q4 25 | 0.6% | 1.9% | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.9% | 1.5% | ||
| Q1 25 | 0.3% | 2.8% | ||
| Q4 24 | 0.3% | 2.3% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 0.2% | 2.7% | ||
| Q1 24 | 0.3% | 1.3% |
| Q4 25 | 2.44× | — | ||
| Q3 25 | -2.79× | — | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | 2.00× | ||
| Q1 24 | -4.54× | 1.43× |
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% |
MAGN
| Other | $451.0M | 57% |
| United States And Canada | $341.0M | 43% |
