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Dream Finders Homes, Inc.（DFH）与Ovintiv Inc.（OVV）财务数据对比。点击上方公司名可切换其他公司
Ovintiv Inc.的季度营收约是Dream Finders Homes, Inc.的1.7倍（$2.1B vs $1.2B），Ovintiv Inc.净利率更高（46.1% vs 4.8%，领先41.2%），Ovintiv Inc.同比增速更快（-6.0% vs -22.3%），Ovintiv Inc.自由现金流更多（$489.0M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs -7.2%）
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
Ovintiv Inc.是一家总部位于美国丹佛的石油企业，前身为加拿大能源公司Encana，于2020年通过重组正式成立，主营石油、天然气的勘探、开发与生产业务，在北美能源领域拥有丰富的运营经验及市场积累。
DFH vs OVV — 直观对比
营收规模更大
OVV
是对方的1.7倍
$1.2B
营收增速更快
OVV
高出16.3%
-22.3%
净利率更高
OVV
高出41.2%
4.8%
自由现金流更多
OVV
多$353.0M
$136.0M
两年增速更快
DFH
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $58.8M | $946.0M |
| 毛利率 | — | — |
| 营业利润率 | 6.4% | 21.2% |
| 净利率 | 4.8% | 46.1% |
| 营收同比 | -22.3% | -6.0% |
| 净利润同比 | -54.9% | 1676.7% |
| 每股收益（稀释后） | $0.57 | $3.64 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收DFHOVV
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $969.8M | $2.0B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $989.9M | $2.4B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.0B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B | ||
| Q1 24 | $827.8M | $2.4B |
净利润DFHOVV
| Q4 25 | $58.8M | $946.0M | ||
| Q3 25 | $47.0M | $148.0M | ||
| Q2 25 | $56.6M | $307.0M | ||
| Q1 25 | $54.9M | $-159.0M | ||
| Q4 24 | $130.5M | $-60.0M | ||
| Q3 24 | $70.7M | $507.0M | ||
| Q2 24 | $80.9M | $340.0M | ||
| Q1 24 | $54.5M | $338.0M |
毛利率DFHOVV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | 18.0% | — |
营业利润率DFHOVV
| Q4 25 | 6.4% | 21.2% | ||
| Q3 25 | 6.3% | 13.5% | ||
| Q2 25 | 6.4% | 23.1% | ||
| Q1 25 | 7.2% | -3.7% | ||
| Q4 24 | 10.8% | 0.1% | ||
| Q3 24 | 9.2% | 24.2% | ||
| Q2 24 | 10.0% | 25.4% | ||
| Q1 24 | 8.6% | 20.7% |
净利率DFHOVV
| Q4 25 | 4.8% | 46.1% | ||
| Q3 25 | 4.8% | 7.3% | ||
| Q2 25 | 4.9% | 13.9% | ||
| Q1 25 | 5.5% | -6.7% | ||
| Q4 24 | 8.4% | -2.7% | ||
| Q3 24 | 7.0% | 23.3% | ||
| Q2 24 | 7.7% | 15.5% | ||
| Q1 24 | 6.6% | 14.2% |
每股收益（稀释后）DFHOVV
| Q4 25 | $0.57 | $3.64 | ||
| Q3 25 | $0.47 | $0.57 | ||
| Q2 25 | $0.56 | $1.18 | ||
| Q1 25 | $0.54 | $-0.61 | ||
| Q4 24 | $1.28 | $-0.22 | ||
| Q3 24 | $0.70 | $1.92 | ||
| Q2 24 | $0.81 | $1.27 | ||
| Q1 24 | $0.55 | $1.24 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $234.8M | $280.0M |
| 总债务越低越好 | $1.6B | $5.2B |
| 股东权益账面价值 | $1.4B | $11.2B |
| 总资产 | $3.7B | $20.4B |
| 负债/权益比越低杠杆越低 | 1.13× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资DFHOVV
| Q4 25 | $234.8M | $280.0M | ||
| Q3 25 | $251.0M | $25.0M | ||
| Q2 25 | $210.3M | $20.0M | ||
| Q1 25 | $297.5M | $8.0M | ||
| Q4 24 | $274.4M | $42.0M | ||
| Q3 24 | $204.9M | $9.0M | ||
| Q2 24 | $274.8M | $8.0M | ||
| Q1 24 | $239.4M | $5.0M |
总债务DFHOVV
| Q4 25 | $1.6B | $5.2B | ||
| Q3 25 | $1.8B | $5.2B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | $1.3B | $5.5B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $6.2B |
股东权益DFHOVV
| Q4 25 | $1.4B | $11.2B | ||
| Q3 25 | $1.4B | $10.2B | ||
| Q2 25 | $1.3B | $10.4B | ||
| Q1 25 | $1.3B | $10.1B | ||
| Q4 24 | $1.2B | $10.3B | ||
| Q3 24 | $1.1B | $10.7B | ||
| Q2 24 | $1.0B | $10.3B | ||
| Q1 24 | $968.7M | $10.3B |
总资产DFHOVV
| Q4 25 | $3.7B | $20.4B | ||
| Q3 25 | $3.8B | $19.4B | ||
| Q2 25 | $3.7B | $19.7B | ||
| Q1 25 | $3.5B | $19.6B | ||
| Q4 24 | $3.3B | $19.3B | ||
| Q3 24 | $3.3B | $19.9B | ||
| Q2 24 | $3.0B | $19.8B | ||
| Q1 24 | $2.7B | $19.8B |
负债/权益比DFHOVV
| Q4 25 | 1.13× | 0.46× | ||
| Q3 25 | 1.29× | 0.51× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | 1.03× | 0.53× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.59× | ||
| Q1 24 | — | 0.60× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $143.6M | $954.0M |
| 自由现金流经营现金流 - 资本支出 | $136.0M | $489.0M |
| 自由现金流率自由现金流/营收 | 11.2% | 23.8% |
| 资本支出强度资本支出/营收 | 0.6% | 22.6% |
| 现金转化率经营现金流/净利润 | 2.44× | 1.01× |
| 过去12个月自由现金流最近4个季度 | $-126.4M | $1.5B |
8季度趋势，按日历期对齐
经营现金流DFHOVV
| Q4 25 | $143.6M | $954.0M | ||
| Q3 25 | $-131.0M | $812.0M | ||
| Q2 25 | $-68.5M | $1.0B | ||
| Q1 25 | $-44.7M | $873.0M | ||
| Q4 24 | $306.5M | $1.0B | ||
| Q3 24 | $-205.0M | $1.0B | ||
| Q2 24 | $-110.6M | $1.0B | ||
| Q1 24 | $-247.5M | $659.0M |
自由现金流DFHOVV
| Q4 25 | $136.0M | $489.0M | ||
| Q3 25 | $-135.7M | $268.0M | ||
| Q2 25 | $-78.8M | $492.0M | ||
| Q1 25 | $-47.9M | $256.0M | ||
| Q4 24 | $302.6M | $468.0M | ||
| Q3 24 | $-222.5M | $484.0M | ||
| Q2 24 | $-112.4M | $398.0M | ||
| Q1 24 | $-249.6M | $68.0M |
自由现金流率DFHOVV
| Q4 25 | 11.2% | 23.8% | ||
| Q3 25 | -14.0% | 13.3% | ||
| Q2 25 | -6.8% | 22.2% | ||
| Q1 25 | -4.8% | 10.8% | ||
| Q4 24 | 19.4% | 21.4% | ||
| Q3 24 | -22.1% | 22.2% | ||
| Q2 24 | -10.6% | 18.1% | ||
| Q1 24 | -30.2% | 2.8% |
资本支出强度DFHOVV
| Q4 25 | 0.6% | 22.6% | ||
| Q3 25 | 0.5% | 26.9% | ||
| Q2 25 | 0.9% | 23.5% | ||
| Q1 25 | 0.3% | 26.0% | ||
| Q4 24 | 0.3% | 25.3% | ||
| Q3 24 | 1.7% | 24.7% | ||
| Q2 24 | 0.2% | 28.4% | ||
| Q1 24 | 0.3% | 24.8% |
现金转化率DFHOVV
| Q4 25 | 2.44× | 1.01× | ||
| Q3 25 | -2.79× | 5.49× | ||
| Q2 25 | -1.21× | 3.30× | ||
| Q1 25 | -0.81× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | 2.02× | ||
| Q2 24 | -1.37× | 3.00× | ||
| Q1 24 | -4.54× | 1.95× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
OVV
| Product And Service Revenue | $1.7B | 84% |
| Sales Of Purchased Product | $338.0M | 16% |
