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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and SCANSOURCE, INC. (SCSC). 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 $766.5M, roughly 1.6× SCANSOURCE, INC.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 2.2%, a 2.7% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $28.9M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
DFH vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $766.5M |
| Net Profit | $58.8M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 6.4% | 2.3% |
| Net Margin | 4.8% | 2.2% |
| Revenue YoY | -22.3% | 2.5% |
| Net Profit YoY | -54.9% | -3.3% |
| EPS (diluted) | $0.57 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $969.8M | $739.6M | ||
| Q2 25 | $1.2B | $812.9M | ||
| Q1 25 | $989.9M | $704.8M | ||
| Q4 24 | $1.6B | $747.5M | ||
| Q3 24 | $1.0B | $775.6M | ||
| Q2 24 | $1.1B | $746.1M | ||
| Q1 24 | $827.8M | $752.6M |
| Q4 25 | $58.8M | $16.5M | ||
| Q3 25 | $47.0M | $19.9M | ||
| Q2 25 | $56.6M | $20.1M | ||
| Q1 25 | $54.9M | $17.4M | ||
| Q4 24 | $130.5M | $17.1M | ||
| Q3 24 | $70.7M | $17.0M | ||
| Q2 24 | $80.9M | $16.1M | ||
| Q1 24 | $54.5M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | 19.2% | 13.0% | ||
| Q1 24 | 18.0% | 12.6% |
| Q4 25 | 6.4% | 2.3% | ||
| Q3 25 | 6.3% | 3.5% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | 7.2% | 3.2% | ||
| Q4 24 | 10.8% | 2.5% | ||
| Q3 24 | 9.2% | 2.3% | ||
| Q2 24 | 10.0% | 2.9% | ||
| Q1 24 | 8.6% | 2.3% |
| Q4 25 | 4.8% | 2.2% | ||
| Q3 25 | 4.8% | 2.7% | ||
| Q2 25 | 4.9% | 2.5% | ||
| Q1 25 | 5.5% | 2.5% | ||
| Q4 24 | 8.4% | 2.3% | ||
| Q3 24 | 7.0% | 2.2% | ||
| Q2 24 | 7.7% | 2.2% | ||
| Q1 24 | 6.6% | 1.7% |
| Q4 25 | $0.57 | $0.75 | ||
| Q3 25 | $0.47 | $0.89 | ||
| Q2 25 | $0.56 | $0.87 | ||
| Q1 25 | $0.54 | $0.74 | ||
| Q4 24 | $1.28 | $0.70 | ||
| Q3 24 | $0.70 | $0.69 | ||
| Q2 24 | $0.81 | $0.66 | ||
| Q1 24 | $0.55 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $910.9M |
| Total Assets | $3.7B | $1.7B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $83.5M | ||
| Q3 25 | $251.0M | $124.9M | ||
| Q2 25 | $210.3M | $126.2M | ||
| Q1 25 | $297.5M | $146.3M | ||
| Q4 24 | $274.4M | $110.5M | ||
| Q3 24 | $204.9M | $145.0M | ||
| Q2 24 | $274.8M | $185.5M | ||
| Q1 24 | $239.4M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $1.4B | $914.0M | ||
| Q2 25 | $1.3B | $906.4M | ||
| Q1 25 | $1.3B | $901.7M | ||
| Q4 24 | $1.2B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $1.0B | $924.3M | ||
| Q1 24 | $968.7M | $944.1M |
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.5B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $2.7B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $136.0M | $28.9M |
| FCF MarginFCF / Revenue | 11.2% | 3.8% |
| Capex IntensityCapex / Revenue | 0.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 2.44× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $30.8M | ||
| Q3 25 | $-131.0M | $23.2M | ||
| Q2 25 | $-68.5M | — | ||
| Q1 25 | $-44.7M | $66.1M | ||
| Q4 24 | $306.5M | $-6.2M | ||
| Q3 24 | $-205.0M | $44.8M | ||
| Q2 24 | $-110.6M | — | ||
| Q1 24 | $-247.5M | $160.2M |
| Q4 25 | $136.0M | $28.9M | ||
| Q3 25 | $-135.7M | $20.8M | ||
| Q2 25 | $-78.8M | — | ||
| Q1 25 | $-47.9M | $64.6M | ||
| Q4 24 | $302.6M | $-8.2M | ||
| Q3 24 | $-222.5M | $42.5M | ||
| Q2 24 | $-112.4M | — | ||
| Q1 24 | $-249.6M | $157.7M |
| Q4 25 | 11.2% | 3.8% | ||
| Q3 25 | -14.0% | 2.8% | ||
| Q2 25 | -6.8% | — | ||
| Q1 25 | -4.8% | 9.2% | ||
| Q4 24 | 19.4% | -1.1% | ||
| Q3 24 | -22.1% | 5.5% | ||
| Q2 24 | -10.6% | — | ||
| Q1 24 | -30.2% | 21.0% |
| Q4 25 | 0.6% | 0.3% | ||
| Q3 25 | 0.5% | 0.3% | ||
| Q2 25 | 0.9% | 0.3% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.3% | 0.3% |
| Q4 25 | 2.44× | 1.87× | ||
| Q3 25 | -2.79× | 1.17× | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | 3.79× | ||
| Q4 24 | 2.35× | -0.36× | ||
| Q3 24 | -2.90× | 2.64× | ||
| Q2 24 | -1.37× | — | ||
| Q1 24 | -4.54× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
