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Dream Finders Homes, Inc.（DFH）とLoews Corporation（L）の財務データ比較。上の社名をクリックして会社を切り替えられます
Dream Finders Homes, Inc.の直近四半期売上が大きい（$1.2B vs $827.0M、Loews Corporationの約1.5倍）。Loews Corporationの純利益率が高く（48.6% vs 4.8%、差は43.8%）。Loews Corporationの前年同期比売上増加率が高い（4.8% vs -22.3%）。Loews Corporationの直近四半期フリーキャッシュフローが多い（$426.0M vs $136.0M）。過去8四半期でDream Finders Homes, Inc.の売上複合成長率が高い（21.0% vs 7.9%）
Dream Finders Homes, Inc.はアメリカの大手住宅建設企業で、入門層から高級層までの一戸建て住宅やタウンハウスを建設・販売しています。同社は高成長地域に事業を展開し、住宅ローン手配、権利保険、住宅保証などの付随サービスも提供しています。
ローズ・コーポレーションは米国を本拠地とする多角的コングロマリットで、子会社を通じて損害保険、天然ガスパイプライン輸送、ホテル運営、石油・ガス探鉱生産の各事業を展開し、主に北米市場の商業顧客、一般消費者、産業顧客向けにサービスを提供している。
DFH vs L — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $827.0M |
| 純利益 | $58.8M | $402.0M |
| 粗利率 | — | — |
| 営業利益率 | 6.4% | 65.4% |
| 純利益率 | 4.8% | 48.6% |
| 売上前年比 | -22.3% | 4.8% |
| 純利益前年比 | -54.9% | 115.0% |
| EPS（希薄化後） | $0.57 | $1.93 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.2B | $827.0M | ||
| Q3 25 | $969.8M | $732.0M | ||
| Q2 25 | $1.2B | $769.0M | ||
| Q1 25 | $989.9M | $846.0M | ||
| Q4 24 | $1.6B | $789.0M | ||
| Q3 24 | $1.0B | $683.0M | ||
| Q2 24 | $1.1B | $711.0M | ||
| Q1 24 | $827.8M | $710.0M |
| Q4 25 | $58.8M | $402.0M | ||
| Q3 25 | $47.0M | $504.0M | ||
| Q2 25 | $56.6M | $391.0M | ||
| Q1 25 | $54.9M | $370.0M | ||
| Q4 24 | $130.5M | $187.0M | ||
| Q3 24 | $70.7M | $401.0M | ||
| Q2 24 | $80.9M | $369.0M | ||
| Q1 24 | $54.5M | $457.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | 18.0% | — |
| Q4 25 | 6.4% | 65.4% | ||
| Q3 25 | 6.3% | 94.1% | ||
| Q2 25 | 6.4% | 70.1% | ||
| Q1 25 | 7.2% | 60.8% | ||
| Q4 24 | 10.8% | 23.8% | ||
| Q3 24 | 9.2% | 80.5% | ||
| Q2 24 | 10.0% | 71.3% | ||
| Q1 24 | 8.6% | 88.6% |
| Q4 25 | 4.8% | 48.6% | ||
| Q3 25 | 4.8% | 68.9% | ||
| Q2 25 | 4.9% | 50.8% | ||
| Q1 25 | 5.5% | 43.7% | ||
| Q4 24 | 8.4% | 23.7% | ||
| Q3 24 | 7.0% | 58.7% | ||
| Q2 24 | 7.7% | 51.9% | ||
| Q1 24 | 6.6% | 64.4% |
| Q4 25 | $0.57 | $1.93 | ||
| Q3 25 | $0.47 | $2.43 | ||
| Q2 25 | $0.56 | $1.87 | ||
| Q1 25 | $0.54 | $1.74 | ||
| Q4 24 | $1.28 | $0.87 | ||
| Q3 24 | $0.70 | $1.82 | ||
| Q2 24 | $0.81 | $1.67 | ||
| Q1 24 | $0.55 | $2.05 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $234.8M | $6.0B |
| 総負債低いほど良い | $1.6B | $8.4B |
| 株主資本純資産 | $1.4B | $18.7B |
| 総資産 | $3.7B | $86.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.13× | 0.45× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $234.8M | $6.0B | ||
| Q3 25 | $251.0M | $5.4B | ||
| Q2 25 | $210.3M | $4.5B | ||
| Q1 25 | $297.5M | $4.4B | ||
| Q4 24 | $274.4M | $4.6B | ||
| Q3 24 | $204.9M | $5.2B | ||
| Q2 24 | $274.8M | $4.9B | ||
| Q1 24 | $239.4M | $5.4B |
| Q4 25 | $1.6B | $8.4B | ||
| Q3 25 | $1.8B | $8.4B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | $1.3B | $8.9B | ||
| Q3 24 | — | $8.8B | ||
| Q2 24 | — | $8.6B | ||
| Q1 24 | — | $8.4B |
| Q4 25 | $1.4B | $18.7B | ||
| Q3 25 | $1.4B | $18.3B | ||
| Q2 25 | $1.3B | $17.5B | ||
| Q1 25 | $1.3B | $17.2B | ||
| Q4 24 | $1.2B | $17.1B | ||
| Q3 24 | $1.1B | $17.4B | ||
| Q2 24 | $1.0B | $16.4B | ||
| Q1 24 | $968.7M | $16.2B |
| Q4 25 | $3.7B | $86.3B | ||
| Q3 25 | $3.8B | $85.9B | ||
| Q2 25 | $3.7B | $84.7B | ||
| Q1 25 | $3.5B | $83.1B | ||
| Q4 24 | $3.3B | $81.9B | ||
| Q3 24 | $3.3B | $83.6B | ||
| Q2 24 | $3.0B | $81.1B | ||
| Q1 24 | $2.7B | $80.9B |
| Q4 25 | 1.13× | 0.45× | ||
| Q3 25 | 1.29× | 0.46× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | 1.03× | 0.52× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.52× | ||
| Q1 24 | — | 0.52× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $143.6M | $617.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $136.0M | $426.0M |
| FCFマージンFCF / 売上 | 11.2% | 51.5% |
| 設備投資強度設備投資 / 売上 | 0.6% | 23.1% |
| キャッシュ転換率営業CF / 純利益 | 2.44× | 1.53× |
| 直近12ヶ月FCF直近4四半期 | $-126.4M | $2.7B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $143.6M | $617.0M | ||
| Q3 25 | $-131.0M | $920.0M | ||
| Q2 25 | $-68.5M | $1.0B | ||
| Q1 25 | $-44.7M | $736.0M | ||
| Q4 24 | $306.5M | $941.0M | ||
| Q3 24 | $-205.0M | $934.0M | ||
| Q2 24 | $-110.6M | $952.0M | ||
| Q1 24 | $-247.5M | $198.0M |
| Q4 25 | $136.0M | $426.0M | ||
| Q3 25 | $-135.7M | $764.0M | ||
| Q2 25 | $-78.8M | $872.0M | ||
| Q1 25 | $-47.9M | $638.0M | ||
| Q4 24 | $302.6M | $767.0M | ||
| Q3 24 | $-222.5M | $794.0M | ||
| Q2 24 | $-112.4M | $793.0M | ||
| Q1 24 | $-249.6M | $39.0M |
| Q4 25 | 11.2% | 51.5% | ||
| Q3 25 | -14.0% | 104.4% | ||
| Q2 25 | -6.8% | 113.4% | ||
| Q1 25 | -4.8% | 75.4% | ||
| Q4 24 | 19.4% | 97.2% | ||
| Q3 24 | -22.1% | 116.3% | ||
| Q2 24 | -10.6% | 111.5% | ||
| Q1 24 | -30.2% | 5.5% |
| Q4 25 | 0.6% | 23.1% | ||
| Q3 25 | 0.5% | 21.3% | ||
| Q2 25 | 0.9% | 17.4% | ||
| Q1 25 | 0.3% | 11.6% | ||
| Q4 24 | 0.3% | 22.1% | ||
| Q3 24 | 1.7% | 20.5% | ||
| Q2 24 | 0.2% | 22.4% | ||
| Q1 24 | 0.3% | 22.4% |
| Q4 25 | 2.44× | 1.53× | ||
| Q3 25 | -2.79× | 1.83× | ||
| Q2 25 | -1.21× | 2.57× | ||
| Q1 25 | -0.81× | 1.99× | ||
| Q4 24 | 2.35× | 5.03× | ||
| Q3 24 | -2.90× | 2.33× | ||
| Q2 24 | -1.37× | 2.58× | ||
| Q1 24 | -4.54× | 0.43× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
