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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and monday.com Ltd. (MNDY). 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 $704.0M, roughly 1.7× monday.com Ltd.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 1.3%, a 3.5% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $136.0M).
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
DFH vs MNDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $704.0M |
| Net Profit | $58.8M | $9.4M |
| Gross Margin | — | 89.6% |
| Operating Margin | 6.4% | -4.4% |
| Net Margin | 4.8% | 1.3% |
| Revenue YoY | -22.3% | — |
| Net Profit YoY | -54.9% | — |
| EPS (diluted) | $0.57 | — |
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 | — | ||
| Q3 25 | $969.8M | $704.0M | ||
| Q2 25 | $1.2B | $453.0M | ||
| Q1 25 | $989.9M | $216.9M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.0B | $527.1M | ||
| Q2 24 | $1.1B | $337.9M | ||
| Q1 24 | $827.8M | $162.3M |
| Q4 25 | $58.8M | — | ||
| Q3 25 | $47.0M | $9.4M | ||
| Q2 25 | $56.6M | $21.4M | ||
| Q1 25 | $54.9M | $7.1M | ||
| Q4 24 | $130.5M | — | ||
| Q3 24 | $70.7M | $-14.2M | ||
| Q2 24 | $80.9M | $-21.7M | ||
| Q1 24 | $54.5M | $-14.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 89.6% | ||
| Q2 25 | — | 89.6% | ||
| Q1 25 | — | 89.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 89.0% | ||
| Q2 24 | 19.2% | 89.2% | ||
| Q1 24 | 18.0% | 89.5% |
| Q4 25 | 6.4% | — | ||
| Q3 25 | 6.3% | -4.4% | ||
| Q2 25 | 6.4% | -0.7% | ||
| Q1 25 | 7.2% | -2.3% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.2% | -7.1% | ||
| Q2 24 | 10.0% | -10.3% | ||
| Q1 24 | 8.6% | -14.0% |
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.8% | 1.3% | ||
| Q2 25 | 4.9% | 4.7% | ||
| Q1 25 | 5.5% | 3.3% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 7.0% | -2.7% | ||
| Q2 24 | 7.7% | -6.4% | ||
| Q1 24 | 6.6% | -9.0% |
| Q4 25 | $0.57 | — | ||
| Q3 25 | $0.47 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $1.28 | — | ||
| Q3 24 | $0.70 | — | ||
| Q2 24 | $0.81 | — | ||
| Q1 24 | $0.55 | — |
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 | $1.0B |
| Total Assets | $3.7B | $1.7B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | — | ||
| Q3 25 | $251.0M | $1.4B | ||
| Q2 25 | $210.3M | $1.7B | ||
| Q1 25 | $297.5M | $1.4B | ||
| Q4 24 | $274.4M | — | ||
| Q3 24 | $204.9M | $1.1B | ||
| Q2 24 | $274.8M | $1.3B | ||
| Q1 24 | $239.4M | $1.1B |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $813.5M | ||
| Q2 24 | $1.0B | $910.1M | ||
| Q1 24 | $968.7M | $813.5M |
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $2.0B | ||
| Q1 25 | $3.5B | $1.7B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | $1.3B | ||
| Q2 24 | $3.0B | $1.5B | ||
| Q1 24 | $2.7B | $1.3B |
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $234.4M |
| Free Cash FlowOCF − Capex | $136.0M | $224.6M |
| FCF MarginFCF / Revenue | 11.2% | 31.9% |
| Capex IntensityCapex / Revenue | 0.6% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.44× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | — | ||
| Q3 25 | $-131.0M | $234.4M | ||
| Q2 25 | $-68.5M | $147.7M | ||
| Q1 25 | $-44.7M | $92.0M | ||
| Q4 24 | $306.5M | — | ||
| Q3 24 | $-205.0M | $156.9M | ||
| Q2 24 | $-110.6M | $90.3M | ||
| Q1 24 | $-247.5M | $42.7M |
| Q4 25 | $136.0M | — | ||
| Q3 25 | $-135.7M | $224.6M | ||
| Q2 25 | $-78.8M | $141.8M | ||
| Q1 25 | $-47.9M | $90.5M | ||
| Q4 24 | $302.6M | — | ||
| Q3 24 | $-222.5M | $151.4M | ||
| Q2 24 | $-112.4M | $85.6M | ||
| Q1 24 | $-249.6M | $39.2M |
| Q4 25 | 11.2% | — | ||
| Q3 25 | -14.0% | 31.9% | ||
| Q2 25 | -6.8% | 31.3% | ||
| Q1 25 | -4.8% | 41.7% | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | -22.1% | 28.7% | ||
| Q2 24 | -10.6% | 25.3% | ||
| Q1 24 | -30.2% | 24.1% |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.5% | 1.4% | ||
| Q2 25 | 0.9% | 1.3% | ||
| Q1 25 | 0.3% | 0.7% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 1.7% | 1.0% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.3% | 2.2% |
| Q4 25 | 2.44× | — | ||
| Q3 25 | -2.79× | 25.02× | ||
| Q2 25 | -1.21× | 6.91× | ||
| Q1 25 | -0.81× | 12.99× | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | — | ||
| Q1 24 | -4.54× | — |
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% |
MNDY
Segment breakdown not available.
