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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Take-Two Interactive (TTWO). Click either name above to swap in a different company.
Take-Two Interactive is the larger business by last-quarter revenue ($1.7B vs $1.2B, roughly 1.4× Dream Finders Homes, Inc.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs -5.5%, a 10.3% gap on every dollar of revenue. On growth, Take-Two Interactive posted the faster year-over-year revenue change (24.9% vs -22.3%). Take-Two Interactive produced more free cash flow last quarter ($236.2M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 10.2%).
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.
Take-Two Interactive Software, Inc. is an American video game holding company based in New York City founded by Ryan Brant in September 1993.
DFH vs TTWO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.7B |
| Net Profit | $58.8M | $-92.9M |
| Gross Margin | — | 55.7% |
| Operating Margin | 6.4% | -2.3% |
| Net Margin | 4.8% | -5.5% |
| Revenue YoY | -22.3% | 24.9% |
| Net Profit YoY | -54.9% | 25.8% |
| EPS (diluted) | $0.57 | $-0.50 |
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 | $1.7B | ||
| Q3 25 | $969.8M | $1.8B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $989.9M | $1.6B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $827.8M | $1.4B |
| Q4 25 | $58.8M | $-92.9M | ||
| Q3 25 | $47.0M | $-133.9M | ||
| Q2 25 | $56.6M | $-11.9M | ||
| Q1 25 | $54.9M | $-3.7B | ||
| Q4 24 | $130.5M | $-125.2M | ||
| Q3 24 | $70.7M | $-365.5M | ||
| Q2 24 | $80.9M | $-262.0M | ||
| Q1 24 | $54.5M | $-2.9B |
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | 19.2% | 57.6% | ||
| Q1 24 | 18.0% | 33.5% |
| Q4 25 | 6.4% | -2.3% | ||
| Q3 25 | 6.3% | -5.5% | ||
| Q2 25 | 6.4% | 1.4% | ||
| Q1 25 | 7.2% | -238.7% | ||
| Q4 24 | 10.8% | -9.7% | ||
| Q3 24 | 9.2% | -22.0% | ||
| Q2 24 | 10.0% | -13.8% | ||
| Q1 24 | 8.6% | -193.9% |
| Q4 25 | 4.8% | -5.5% | ||
| Q3 25 | 4.8% | -7.5% | ||
| Q2 25 | 4.9% | -0.8% | ||
| Q1 25 | 5.5% | -235.5% | ||
| Q4 24 | 8.4% | -9.2% | ||
| Q3 24 | 7.0% | -27.0% | ||
| Q2 24 | 7.7% | -19.6% | ||
| Q1 24 | 6.6% | -207.4% |
| Q4 25 | $0.57 | $-0.50 | ||
| Q3 25 | $0.47 | $-0.73 | ||
| Q2 25 | $0.56 | $-0.07 | ||
| Q1 25 | $0.54 | $-21.27 | ||
| Q4 24 | $1.28 | $-0.71 | ||
| Q3 24 | $0.70 | $-2.08 | ||
| Q2 24 | $0.81 | $-1.52 | ||
| Q1 24 | $0.55 | $-17.05 |
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 | $2.4B |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $3.5B |
| Total Assets | $3.7B | $10.0B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $2.4B | ||
| Q3 25 | $251.0M | $2.1B | ||
| Q2 25 | $210.3M | $2.0B | ||
| Q1 25 | $297.5M | $1.5B | ||
| Q4 24 | $274.4M | $1.2B | ||
| Q3 24 | $204.9M | $879.6M | ||
| Q2 24 | $274.8M | $1.1B | ||
| Q1 24 | $239.4M | $776.0M |
| 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 | $3.5B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $5.7B | ||
| Q3 24 | $1.1B | $5.8B | ||
| Q2 24 | $1.0B | $6.0B | ||
| Q1 24 | $968.7M | $5.7B |
| Q4 25 | $3.7B | $10.0B | ||
| Q3 25 | $3.8B | $10.1B | ||
| Q2 25 | $3.7B | $9.7B | ||
| Q1 25 | $3.5B | $9.2B | ||
| Q4 24 | $3.3B | $12.7B | ||
| Q3 24 | $3.3B | $13.1B | ||
| Q2 24 | $3.0B | $12.9B | ||
| Q1 24 | $2.7B | $12.2B |
| 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 | $305.2M |
| Free Cash FlowOCF − Capex | $136.0M | $236.2M |
| FCF MarginFCF / Revenue | 11.2% | 13.9% |
| Capex IntensityCapex / Revenue | 0.6% | 4.1% |
| Cash ConversionOCF / Net Profit | 2.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $487.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $305.2M | ||
| Q3 25 | $-131.0M | $128.4M | ||
| Q2 25 | $-68.5M | $-44.7M | ||
| Q1 25 | $-44.7M | $279.0M | ||
| Q4 24 | $306.5M | $-4.8M | ||
| Q3 24 | $-205.0M | $-128.4M | ||
| Q2 24 | $-110.6M | $-191.0M | ||
| Q1 24 | $-247.5M | $-8.9M |
| Q4 25 | $136.0M | $236.2M | ||
| Q3 25 | $-135.7M | $96.5M | ||
| Q2 25 | $-78.8M | $-69.8M | ||
| Q1 25 | $-47.9M | $224.9M | ||
| Q4 24 | $302.6M | $-48.2M | ||
| Q3 24 | $-222.5M | $-165.2M | ||
| Q2 24 | $-112.4M | $-226.1M | ||
| Q1 24 | $-249.6M | $-55.1M |
| Q4 25 | 11.2% | 13.9% | ||
| Q3 25 | -14.0% | 5.4% | ||
| Q2 25 | -6.8% | -4.6% | ||
| Q1 25 | -4.8% | 14.2% | ||
| Q4 24 | 19.4% | -3.5% | ||
| Q3 24 | -22.1% | -12.2% | ||
| Q2 24 | -10.6% | -16.9% | ||
| Q1 24 | -30.2% | -3.9% |
| Q4 25 | 0.6% | 4.1% | ||
| Q3 25 | 0.5% | 1.8% | ||
| Q2 25 | 0.9% | 1.7% | ||
| Q1 25 | 0.3% | 3.4% | ||
| Q4 24 | 0.3% | 3.2% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 0.2% | 2.6% | ||
| Q1 24 | 0.3% | 3.3% |
| 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× | — | ||
| 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% |
TTWO
Segment breakdown not available.
