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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $1.2B, roughly 2.0× Dream Finders Homes, Inc.). Zoetis runs the higher net margin — 25.3% vs 4.8%, a 20.4% gap on every dollar of revenue. On growth, Zoetis posted the faster year-over-year revenue change (3.0% vs -22.3%). Zoetis produced more free cash flow last quarter ($732.0M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 4.4%).
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.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
DFH vs ZTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.4B |
| Net Profit | $58.8M | $603.0M |
| Gross Margin | — | 70.2% |
| Operating Margin | 6.4% | 31.9% |
| Net Margin | 4.8% | 25.3% |
| Revenue YoY | -22.3% | 3.0% |
| Net Profit YoY | -54.9% | 3.8% |
| EPS (diluted) | $0.57 | $1.37 |
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 | $2.4B | ||
| Q3 25 | $969.8M | $2.4B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $989.9M | $2.2B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.0B | $2.4B | ||
| Q2 24 | $1.1B | $2.4B | ||
| Q1 24 | $827.8M | $2.2B |
| Q4 25 | $58.8M | $603.0M | ||
| Q3 25 | $47.0M | $721.0M | ||
| Q2 25 | $56.6M | $718.0M | ||
| Q1 25 | $54.9M | $631.0M | ||
| Q4 24 | $130.5M | $581.0M | ||
| Q3 24 | $70.7M | $682.0M | ||
| Q2 24 | $80.9M | $624.0M | ||
| Q1 24 | $54.5M | $599.0M |
| Q4 25 | — | 70.2% | ||
| Q3 25 | — | 71.5% | ||
| Q2 25 | — | 73.6% | ||
| Q1 25 | — | 72.0% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | 19.2% | 71.7% | ||
| Q1 24 | 18.0% | 70.6% |
| Q4 25 | 6.4% | 31.9% | ||
| Q3 25 | 6.3% | 37.0% | ||
| Q2 25 | 6.4% | 36.7% | ||
| Q1 25 | 7.2% | 36.5% | ||
| Q4 24 | 10.8% | 31.6% | ||
| Q3 24 | 9.2% | 36.6% | ||
| Q2 24 | 10.0% | 33.0% | ||
| Q1 24 | 8.6% | 34.1% |
| Q4 25 | 4.8% | 25.3% | ||
| Q3 25 | 4.8% | 30.0% | ||
| Q2 25 | 4.9% | 29.2% | ||
| Q1 25 | 5.5% | 28.4% | ||
| Q4 24 | 8.4% | 25.1% | ||
| Q3 24 | 7.0% | 28.6% | ||
| Q2 24 | 7.7% | 26.4% | ||
| Q1 24 | 6.6% | 27.4% |
| Q4 25 | $0.57 | $1.37 | ||
| Q3 25 | $0.47 | $1.63 | ||
| Q2 25 | $0.56 | $1.61 | ||
| Q1 25 | $0.54 | $1.41 | ||
| Q4 24 | $1.28 | $1.29 | ||
| Q3 24 | $0.70 | $1.50 | ||
| Q2 24 | $0.81 | $1.37 | ||
| Q1 24 | $0.55 | $1.31 |
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 | — |
| Stockholders' EquityBook value | $1.4B | $3.3B |
| Total Assets | $3.7B | $15.5B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | — | ||
| Q3 25 | $251.0M | $2.1B | ||
| Q2 25 | $210.3M | $1.4B | ||
| Q1 25 | $297.5M | $1.7B | ||
| Q4 24 | $274.4M | $2.0B | ||
| Q3 24 | $204.9M | $1.7B | ||
| Q2 24 | $274.8M | $1.6B | ||
| Q1 24 | $239.4M | $2.0B |
| 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 | $3.3B | ||
| Q3 25 | $1.4B | $5.4B | ||
| Q2 25 | $1.3B | $5.0B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.2B | $4.8B | ||
| Q3 24 | $1.1B | $5.2B | ||
| Q2 24 | $1.0B | $5.0B | ||
| Q1 24 | $968.7M | $5.1B |
| Q4 25 | $3.7B | $15.5B | ||
| Q3 25 | $3.8B | $15.2B | ||
| Q2 25 | $3.7B | $14.5B | ||
| Q1 25 | $3.5B | $14.1B | ||
| Q4 24 | $3.3B | $14.2B | ||
| Q3 24 | $3.3B | $14.4B | ||
| Q2 24 | $3.0B | $14.2B | ||
| Q1 24 | $2.7B | $14.3B |
| 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 | $893.0M |
| Free Cash FlowOCF − Capex | $136.0M | $732.0M |
| FCF MarginFCF / Revenue | 11.2% | 30.7% |
| Capex IntensityCapex / Revenue | 0.6% | 6.7% |
| Cash ConversionOCF / Net Profit | 2.44× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $893.0M | ||
| Q3 25 | $-131.0M | $938.0M | ||
| Q2 25 | $-68.5M | $486.0M | ||
| Q1 25 | $-44.7M | $587.0M | ||
| Q4 24 | $306.5M | $905.0M | ||
| Q3 24 | $-205.0M | $951.0M | ||
| Q2 24 | $-110.6M | $502.0M | ||
| Q1 24 | $-247.5M | $595.0M |
| Q4 25 | $136.0M | $732.0M | ||
| Q3 25 | $-135.7M | $805.0M | ||
| Q2 25 | $-78.8M | $308.0M | ||
| Q1 25 | $-47.9M | $438.0M | ||
| Q4 24 | $302.6M | $689.0M | ||
| Q3 24 | $-222.5M | $784.0M | ||
| Q2 24 | $-112.4M | $370.0M | ||
| Q1 24 | $-249.6M | $455.0M |
| Q4 25 | 11.2% | 30.7% | ||
| Q3 25 | -14.0% | 33.5% | ||
| Q2 25 | -6.8% | 12.5% | ||
| Q1 25 | -4.8% | 19.7% | ||
| Q4 24 | 19.4% | 29.7% | ||
| Q3 24 | -22.1% | 32.8% | ||
| Q2 24 | -10.6% | 15.7% | ||
| Q1 24 | -30.2% | 20.8% |
| Q4 25 | 0.6% | 6.7% | ||
| Q3 25 | 0.5% | 5.5% | ||
| Q2 25 | 0.9% | 7.2% | ||
| Q1 25 | 0.3% | 6.7% | ||
| Q4 24 | 0.3% | 9.3% | ||
| Q3 24 | 1.7% | 7.0% | ||
| Q2 24 | 0.2% | 5.6% | ||
| Q1 24 | 0.3% | 6.4% |
| Q4 25 | 2.44× | 1.48× | ||
| Q3 25 | -2.79× | 1.30× | ||
| Q2 25 | -1.21× | 0.68× | ||
| Q1 25 | -0.81× | 0.93× | ||
| Q4 24 | 2.35× | 1.56× | ||
| Q3 24 | -2.90× | 1.39× | ||
| Q2 24 | -1.37× | 0.80× | ||
| Q1 24 | -4.54× | 0.99× |
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% |
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
