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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Microchip Technology (MCHP). 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 $1.2B, roughly 1.0× Microchip Technology). Microchip Technology runs the higher net margin — 5.3% vs 4.8%, a 0.4% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs -22.3%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs -5.4%).
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.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
DFH vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.2B |
| Net Profit | $58.8M | $62.7M |
| Gross Margin | — | 59.6% |
| Operating Margin | 6.4% | 12.8% |
| Net Margin | 4.8% | 5.3% |
| Revenue YoY | -22.3% | 15.6% |
| Net Profit YoY | -54.9% | 217.0% |
| EPS (diluted) | $0.57 | $0.06 |
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 | $969.8M | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $989.9M | $970.5M | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $827.8M | $1.3B |
| Q4 25 | $58.8M | $62.7M | ||
| Q3 25 | $47.0M | $41.7M | ||
| Q2 25 | $56.6M | $-18.6M | ||
| Q1 25 | $54.9M | $-154.6M | ||
| Q4 24 | $130.5M | $-53.6M | ||
| Q3 24 | $70.7M | $78.4M | ||
| Q2 24 | $80.9M | $129.3M | ||
| Q1 24 | $54.5M | $154.7M |
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 51.6% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | 19.2% | 59.4% | ||
| Q1 24 | 18.0% | 59.6% |
| Q4 25 | 6.4% | 12.8% | ||
| Q3 25 | 6.3% | 7.8% | ||
| Q2 25 | 6.4% | 3.0% | ||
| Q1 25 | 7.2% | -10.3% | ||
| Q4 24 | 10.8% | 3.0% | ||
| Q3 24 | 9.2% | 12.6% | ||
| Q2 24 | 10.0% | 17.7% | ||
| Q1 24 | 8.6% | 19.1% |
| Q4 25 | 4.8% | 5.3% | ||
| Q3 25 | 4.8% | 3.7% | ||
| Q2 25 | 4.9% | -1.7% | ||
| Q1 25 | 5.5% | -15.9% | ||
| Q4 24 | 8.4% | -5.2% | ||
| Q3 24 | 7.0% | 6.7% | ||
| Q2 24 | 7.7% | 10.4% | ||
| Q1 24 | 6.6% | 11.7% |
| Q4 25 | $0.57 | $0.06 | ||
| Q3 25 | $0.47 | $0.03 | ||
| Q2 25 | $0.56 | $-0.09 | ||
| Q1 25 | $0.54 | $-0.29 | ||
| Q4 24 | $1.28 | $-0.10 | ||
| Q3 24 | $0.70 | $0.14 | ||
| Q2 24 | $0.81 | $0.24 | ||
| Q1 24 | $0.55 | $0.29 |
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 | $250.7M |
| Total DebtLower is stronger | $1.6B | $5.4B |
| Stockholders' EquityBook value | $1.4B | $6.6B |
| Total Assets | $3.7B | $14.3B |
| Debt / EquityLower = less leverage | 1.13× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $250.7M | ||
| Q3 25 | $251.0M | $236.8M | ||
| Q2 25 | $210.3M | $566.5M | ||
| Q1 25 | $297.5M | $771.7M | ||
| Q4 24 | $274.4M | $586.0M | ||
| Q3 24 | $204.9M | $286.1M | ||
| Q2 24 | $274.8M | $315.1M | ||
| Q1 24 | $239.4M | $319.7M |
| Q4 25 | $1.6B | $5.4B | ||
| Q3 25 | $1.8B | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $1.3B | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.0B |
| Q4 25 | $1.4B | $6.6B | ||
| Q3 25 | $1.4B | $6.7B | ||
| Q2 25 | $1.3B | $6.9B | ||
| Q1 25 | $1.3B | $7.1B | ||
| Q4 24 | $1.2B | $6.0B | ||
| Q3 24 | $1.1B | $6.3B | ||
| Q2 24 | $1.0B | $6.4B | ||
| Q1 24 | $968.7M | $6.7B |
| Q4 25 | $3.7B | $14.3B | ||
| Q3 25 | $3.8B | $14.5B | ||
| Q2 25 | $3.7B | $15.0B | ||
| Q1 25 | $3.5B | $15.4B | ||
| Q4 24 | $3.3B | $15.6B | ||
| Q3 24 | $3.3B | $15.6B | ||
| Q2 24 | $3.0B | $15.8B | ||
| Q1 24 | $2.7B | $15.9B |
| Q4 25 | 1.13× | 0.82× | ||
| Q3 25 | 1.29× | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | 1.03× | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | — | 0.90× |
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 | $341.4M |
| Free Cash FlowOCF − Capex | $136.0M | $318.9M |
| FCF MarginFCF / Revenue | 11.2% | 26.9% |
| Capex IntensityCapex / Revenue | 0.6% | 1.9% |
| Cash ConversionOCF / Net Profit | 2.44× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $341.4M | ||
| Q3 25 | $-131.0M | $88.1M | ||
| Q2 25 | $-68.5M | $275.6M | ||
| Q1 25 | $-44.7M | $205.9M | ||
| Q4 24 | $306.5M | $271.5M | ||
| Q3 24 | $-205.0M | $43.6M | ||
| Q2 24 | $-110.6M | $377.1M | ||
| Q1 24 | $-247.5M | $430.0M |
| Q4 25 | $136.0M | $318.9M | ||
| Q3 25 | $-135.7M | $51.6M | ||
| Q2 25 | $-78.8M | $257.7M | ||
| Q1 25 | $-47.9M | $191.7M | ||
| Q4 24 | $302.6M | $253.4M | ||
| Q3 24 | $-222.5M | $22.8M | ||
| Q2 24 | $-112.4M | $304.2M | ||
| Q1 24 | $-249.6M | $389.9M |
| Q4 25 | 11.2% | 26.9% | ||
| Q3 25 | -14.0% | 4.5% | ||
| Q2 25 | -6.8% | 24.0% | ||
| Q1 25 | -4.8% | 19.8% | ||
| Q4 24 | 19.4% | 24.7% | ||
| Q3 24 | -22.1% | 2.0% | ||
| Q2 24 | -10.6% | 24.5% | ||
| Q1 24 | -30.2% | 29.4% |
| Q4 25 | 0.6% | 1.9% | ||
| Q3 25 | 0.5% | 3.2% | ||
| Q2 25 | 0.9% | 1.7% | ||
| Q1 25 | 0.3% | 1.5% | ||
| Q4 24 | 0.3% | 1.8% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 0.2% | 5.9% | ||
| Q1 24 | 0.3% | 3.0% |
| Q4 25 | 2.44× | 5.44× | ||
| Q3 25 | -2.79× | 2.11× | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | 0.56× | ||
| Q2 24 | -1.37× | 2.92× | ||
| Q1 24 | -4.54× | 2.78× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
