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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and UGI CORP (UGI). Click either name above to swap in a different company.
UGI CORP is the larger business by last-quarter revenue ($2.1B vs $1.2B, roughly 1.7× Dream Finders Homes, Inc.). UGI CORP runs the higher net margin — 14.4% vs 4.8%, a 9.5% gap on every dollar of revenue. On growth, UGI CORP posted the faster year-over-year revenue change (3.9% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-155.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs -7.5%).
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.
UGI Corporation is a natural gas and electric power distribution company headquartered in King of Prussia, Pennsylvania, with extensive operations in the United States and Europe.
DFH vs UGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.1B |
| Net Profit | $58.8M | $297.0M |
| Gross Margin | — | — |
| Operating Margin | 6.4% | 22.0% |
| Net Margin | 4.8% | 14.4% |
| Revenue YoY | -22.3% | 3.9% |
| Net Profit YoY | -54.9% | -20.8% |
| EPS (diluted) | $0.57 | $1.34 |
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 | $2.1B | ||
| Q3 25 | $969.8M | $1.2B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $989.9M | $2.6B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $827.8M | $2.4B |
| Q4 25 | $58.8M | $297.0M | ||
| Q3 25 | $47.0M | $-13.0M | ||
| Q2 25 | $56.6M | $-163.0M | ||
| Q1 25 | $54.9M | $479.0M | ||
| Q4 24 | $130.5M | $375.0M | ||
| Q3 24 | $70.7M | $-273.0M | ||
| Q2 24 | $80.9M | $-48.0M | ||
| Q1 24 | $54.5M | $496.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | 18.0% | — |
| Q4 25 | 6.4% | 22.0% | ||
| Q3 25 | 6.3% | 1.1% | ||
| Q2 25 | 6.4% | -6.8% | ||
| Q1 25 | 7.2% | 26.6% | ||
| Q4 24 | 10.8% | 24.5% | ||
| Q3 24 | 9.2% | -20.4% | ||
| Q2 24 | 10.0% | 5.0% | ||
| Q1 24 | 8.6% | 29.7% |
| Q4 25 | 4.8% | 14.4% | ||
| Q3 25 | 4.8% | -1.1% | ||
| Q2 25 | 4.9% | -12.0% | ||
| Q1 25 | 5.5% | 18.2% | ||
| Q4 24 | 8.4% | 18.9% | ||
| Q3 24 | 7.0% | -22.6% | ||
| Q2 24 | 7.7% | -3.6% | ||
| Q1 24 | 6.6% | 20.6% |
| Q4 25 | $0.57 | $1.34 | ||
| Q3 25 | $0.47 | $-0.08 | ||
| Q2 25 | $0.56 | $-0.76 | ||
| Q1 25 | $0.54 | $2.19 | ||
| Q4 24 | $1.28 | $1.74 | ||
| Q3 24 | $0.70 | $-1.26 | ||
| Q2 24 | $0.81 | $-0.23 | ||
| Q1 24 | $0.55 | $2.30 |
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 | $251.0M |
| Total DebtLower is stronger | $1.6B | $6.0B |
| Stockholders' EquityBook value | $1.4B | $5.0B |
| Total Assets | $3.7B | $15.8B |
| Debt / EquityLower = less leverage | 1.13× | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $251.0M | ||
| Q3 25 | $251.0M | $335.0M | ||
| Q2 25 | $210.3M | $350.0M | ||
| Q1 25 | $297.5M | $426.0M | ||
| Q4 24 | $274.4M | $240.0M | ||
| Q3 24 | $204.9M | $213.0M | ||
| Q2 24 | $274.8M | $183.0M | ||
| Q1 24 | $239.4M | $263.0M |
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.8B | $6.5B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $6.6B | ||
| Q4 24 | $1.3B | $6.6B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.3B | ||
| Q1 24 | — | $6.7B |
| Q4 25 | $1.4B | $5.0B | ||
| Q3 25 | $1.4B | $4.8B | ||
| Q2 25 | $1.3B | $4.9B | ||
| Q1 25 | $1.3B | $5.0B | ||
| Q4 24 | $1.2B | $4.6B | ||
| Q3 24 | $1.1B | $4.3B | ||
| Q2 24 | $1.0B | $4.7B | ||
| Q1 24 | $968.7M | $4.8B |
| Q4 25 | $3.7B | $15.8B | ||
| Q3 25 | $3.8B | $15.5B | ||
| Q2 25 | $3.7B | $15.4B | ||
| Q1 25 | $3.5B | $15.7B | ||
| Q4 24 | $3.3B | $15.4B | ||
| Q3 24 | $3.3B | $15.1B | ||
| Q2 24 | $3.0B | $15.1B | ||
| Q1 24 | $2.7B | $15.6B |
| Q4 25 | 1.13× | 1.19× | ||
| Q3 25 | 1.29× | 1.37× | ||
| Q2 25 | — | 1.17× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 1.03× | 1.44× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.34× | ||
| Q1 24 | — | 1.40× |
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 | $66.0M |
| Free Cash FlowOCF − Capex | $136.0M | $-155.0M |
| FCF MarginFCF / Revenue | 11.2% | -7.5% |
| Capex IntensityCapex / Revenue | 0.6% | 10.7% |
| Cash ConversionOCF / Net Profit | 2.44× | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $282.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $66.0M | ||
| Q3 25 | $-131.0M | $90.0M | ||
| Q2 25 | $-68.5M | $289.0M | ||
| Q1 25 | $-44.7M | $684.0M | ||
| Q4 24 | $306.5M | $164.0M | ||
| Q3 24 | $-205.0M | $151.0M | ||
| Q2 24 | $-110.6M | $390.0M | ||
| Q1 24 | $-247.5M | $522.0M |
| Q4 25 | $136.0M | $-155.0M | ||
| Q3 25 | $-135.7M | $-168.0M | ||
| Q2 25 | $-78.8M | $67.0M | ||
| Q1 25 | $-47.9M | $538.0M | ||
| Q4 24 | $302.6M | $-47.0M | ||
| Q3 24 | $-222.5M | $-115.0M | ||
| Q2 24 | $-112.4M | $185.0M | ||
| Q1 24 | $-249.6M | $353.0M |
| Q4 25 | 11.2% | -7.5% | ||
| Q3 25 | -14.0% | -14.4% | ||
| Q2 25 | -6.8% | 4.9% | ||
| Q1 25 | -4.8% | 20.4% | ||
| Q4 24 | 19.4% | -2.4% | ||
| Q3 24 | -22.1% | -9.5% | ||
| Q2 24 | -10.6% | 13.7% | ||
| Q1 24 | -30.2% | 14.6% |
| Q4 25 | 0.6% | 10.7% | ||
| Q3 25 | 0.5% | 22.1% | ||
| Q2 25 | 0.9% | 16.3% | ||
| Q1 25 | 0.3% | 5.5% | ||
| Q4 24 | 0.3% | 10.6% | ||
| Q3 24 | 1.7% | 22.0% | ||
| Q2 24 | 0.2% | 15.2% | ||
| Q1 24 | 0.3% | 7.0% |
| Q4 25 | 2.44× | 0.22× | ||
| Q3 25 | -2.79× | — | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | 1.43× | ||
| Q4 24 | 2.35× | 0.44× | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | — | ||
| Q1 24 | -4.54× | 1.05× |
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% |
UGI
Segment breakdown not available.
