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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Insulet Corporation (PODD). 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 $783.7M, roughly 1.5× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 4.8%, a 8.1% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% 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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
DFH vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $783.7M |
| Net Profit | $58.8M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 6.4% | 18.7% |
| Net Margin | 4.8% | 13.0% |
| Revenue YoY | -22.3% | 31.2% |
| Net Profit YoY | -54.9% | 0.9% |
| EPS (diluted) | $0.57 | $1.42 |
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 | $783.7M | ||
| Q3 25 | $969.8M | $706.3M | ||
| Q2 25 | $1.2B | $649.1M | ||
| Q1 25 | $989.9M | $569.0M | ||
| Q4 24 | $1.6B | $597.5M | ||
| Q3 24 | $1.0B | $543.9M | ||
| Q2 24 | $1.1B | $488.5M | ||
| Q1 24 | $827.8M | $441.7M |
| Q4 25 | $58.8M | $101.6M | ||
| Q3 25 | $47.0M | $87.6M | ||
| Q2 25 | $56.6M | $22.5M | ||
| Q1 25 | $54.9M | $35.4M | ||
| Q4 24 | $130.5M | $100.7M | ||
| Q3 24 | $70.7M | $77.5M | ||
| Q2 24 | $80.9M | $188.6M | ||
| Q1 24 | $54.5M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | 19.2% | 67.7% | ||
| Q1 24 | 18.0% | 69.5% |
| Q4 25 | 6.4% | 18.7% | ||
| Q3 25 | 6.3% | 16.7% | ||
| Q2 25 | 6.4% | 18.7% | ||
| Q1 25 | 7.2% | 15.6% | ||
| Q4 24 | 10.8% | 18.3% | ||
| Q3 24 | 9.2% | 16.2% | ||
| Q2 24 | 10.0% | 11.2% | ||
| Q1 24 | 8.6% | 12.9% |
| Q4 25 | 4.8% | 13.0% | ||
| Q3 25 | 4.8% | 12.4% | ||
| Q2 25 | 4.9% | 3.5% | ||
| Q1 25 | 5.5% | 6.2% | ||
| Q4 24 | 8.4% | 16.9% | ||
| Q3 24 | 7.0% | 14.2% | ||
| Q2 24 | 7.7% | 38.6% | ||
| Q1 24 | 6.6% | 11.7% |
| Q4 25 | $0.57 | $1.42 | ||
| Q3 25 | $0.47 | $1.24 | ||
| Q2 25 | $0.56 | $0.32 | ||
| Q1 25 | $0.54 | $0.50 | ||
| Q4 24 | $1.28 | $1.38 | ||
| Q3 24 | $0.70 | $1.08 | ||
| Q2 24 | $0.81 | $2.59 | ||
| Q1 24 | $0.55 | $0.73 |
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 | — |
| Total DebtLower is stronger | $1.6B | $930.8M |
| Stockholders' EquityBook value | $1.4B | $1.5B |
| Total Assets | $3.7B | $3.2B |
| Debt / EquityLower = less leverage | 1.13× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | — | ||
| Q3 25 | $251.0M | — | ||
| Q2 25 | $210.3M | — | ||
| Q1 25 | $297.5M | — | ||
| Q4 24 | $274.4M | — | ||
| Q3 24 | $204.9M | — | ||
| Q2 24 | $274.8M | — | ||
| Q1 24 | $239.4M | — |
| Q4 25 | $1.6B | $930.8M | ||
| Q3 25 | $1.8B | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $998.4M | ||
| Q1 24 | $968.7M | $790.7M |
| Q4 25 | $3.7B | $3.2B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $3.7B | $3.5B | ||
| Q1 25 | $3.5B | $3.5B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.3B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.7B | $2.6B |
| Q4 25 | 1.13× | 0.61× | ||
| Q3 25 | 1.29× | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 1.03× | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 1.72× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $136.0M | $48.2M |
| FCF MarginFCF / Revenue | 11.2% | 6.2% |
| Capex IntensityCapex / Revenue | 0.6% | 17.2% |
| Cash ConversionOCF / Net Profit | 2.44× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $183.3M | ||
| Q3 25 | $-131.0M | $125.7M | ||
| Q2 25 | $-68.5M | $196.5M | ||
| Q1 25 | $-44.7M | $63.8M | ||
| Q4 24 | $306.5M | $147.7M | ||
| Q3 24 | $-205.0M | $98.5M | ||
| Q2 24 | $-110.6M | $96.5M | ||
| Q1 24 | $-247.5M | $87.6M |
| Q4 25 | $136.0M | $48.2M | ||
| Q3 25 | $-135.7M | $100.1M | ||
| Q2 25 | $-78.8M | $177.9M | ||
| Q1 25 | $-47.9M | $51.5M | ||
| Q4 24 | $302.6M | $94.1M | ||
| Q3 24 | $-222.5M | $71.8M | ||
| Q2 24 | $-112.4M | $74.0M | ||
| Q1 24 | $-249.6M | $65.5M |
| Q4 25 | 11.2% | 6.2% | ||
| Q3 25 | -14.0% | 14.2% | ||
| Q2 25 | -6.8% | 27.4% | ||
| Q1 25 | -4.8% | 9.1% | ||
| Q4 24 | 19.4% | 15.7% | ||
| Q3 24 | -22.1% | 13.2% | ||
| Q2 24 | -10.6% | 15.1% | ||
| Q1 24 | -30.2% | 14.8% |
| Q4 25 | 0.6% | 17.2% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.9% | 2.9% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.3% | 9.0% | ||
| Q3 24 | 1.7% | 4.9% | ||
| Q2 24 | 0.2% | 4.6% | ||
| Q1 24 | 0.3% | 5.0% |
| Q4 25 | 2.44× | 1.80× | ||
| Q3 25 | -2.79× | 1.43× | ||
| Q2 25 | -1.21× | 8.73× | ||
| Q1 25 | -0.81× | 1.80× | ||
| Q4 24 | 2.35× | 1.47× | ||
| Q3 24 | -2.90× | 1.27× | ||
| Q2 24 | -1.37× | 0.51× | ||
| Q1 24 | -4.54× | 1.70× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
