vs
Dream Finders Homes, Inc.（DFH）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
Dream Finders Homes, Inc.的季度营收约是PINTEREST, INC.的1.2倍（$1.2B vs $1.0B），Dream Finders Homes, Inc.净利率更高（4.8% vs -7.3%，领先12.2%），PINTEREST, INC.同比增速更快（17.8% vs -22.3%），PINTEREST, INC.自由现金流更多（$311.7M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 8.6%）
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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
DFH vs PINS — 直观对比
营收规模更大
DFH
是对方的1.2倍
$1.0B
营收增速更快
PINS
高出40.1%
-22.3%
净利率更高
DFH
高出12.2%
-7.3%
自由现金流更多
PINS
多$175.7M
$136.0M
两年增速更快
DFH
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.0B |
| 净利润 | $58.8M | $-73.6M |
| 毛利率 | — | 76.3% |
| 营业利润率 | 6.4% | -8.0% |
| 净利率 | 4.8% | -7.3% |
| 营收同比 | -22.3% | 17.8% |
| 净利润同比 | -54.9% | — |
| 每股收益（稀释后） | $0.57 | $-0.12 |
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DFHPINS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $969.8M | $1.0B | ||
| Q2 25 | $1.2B | $998.2M | ||
| Q1 25 | $989.9M | $855.0M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.0B | $898.4M | ||
| Q2 24 | $1.1B | $853.7M |
净利润DFHPINS
| Q1 26 | — | $-73.6M | ||
| Q4 25 | $58.8M | $277.1M | ||
| Q3 25 | $47.0M | $92.1M | ||
| Q2 25 | $56.6M | $38.8M | ||
| Q1 25 | $54.9M | $8.9M | ||
| Q4 24 | $130.5M | $1.8B | ||
| Q3 24 | $70.7M | $30.6M | ||
| Q2 24 | $80.9M | $8.9M |
毛利率DFHPINS
| Q1 26 | — | 76.3% | ||
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | 19.2% | 78.3% |
营业利润率DFHPINS
| Q1 26 | — | -8.0% | ||
| Q4 25 | 6.4% | 22.8% | ||
| Q3 25 | 6.3% | 5.6% | ||
| Q2 25 | 6.4% | -0.4% | ||
| Q1 25 | 7.2% | -4.1% | ||
| Q4 24 | 10.8% | 22.7% | ||
| Q3 24 | 9.2% | -0.7% | ||
| Q2 24 | 10.0% | -2.5% |
净利率DFHPINS
| Q1 26 | — | -7.3% | ||
| Q4 25 | 4.8% | 21.0% | ||
| Q3 25 | 4.8% | 8.8% | ||
| Q2 25 | 4.9% | 3.9% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 8.4% | 160.1% | ||
| Q3 24 | 7.0% | 3.4% | ||
| Q2 24 | 7.7% | 1.0% |
每股收益（稀释后）DFHPINS
| Q1 26 | — | $-0.12 | ||
| Q4 25 | $0.57 | $0.41 | ||
| Q3 25 | $0.47 | $0.13 | ||
| Q2 25 | $0.56 | $0.06 | ||
| Q1 25 | $0.54 | $0.01 | ||
| Q4 24 | $1.28 | $2.66 | ||
| Q3 24 | $0.70 | $0.04 | ||
| Q2 24 | $0.81 | $0.01 |
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 | $378.1M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $1.4B | $2.9B |
| 总资产 | $3.7B | $4.6B |
| 负债/权益比越低杠杆越低 | 1.13× | — |
8季度趋势，按日历期对齐
现金及短期投资DFHPINS
| Q1 26 | — | $378.1M | ||
| Q4 25 | $234.8M | $969.3M | ||
| Q3 25 | $251.0M | $1.1B | ||
| Q2 25 | $210.3M | $1.2B | ||
| Q1 25 | $297.5M | $1.3B | ||
| Q4 24 | $274.4M | $1.1B | ||
| Q3 24 | $204.9M | $1.0B | ||
| Q2 24 | $274.8M | $1.4B |
总债务DFHPINS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DFHPINS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.4B | $4.7B | ||
| Q3 25 | $1.4B | $4.8B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.2B | $4.8B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.0B | $3.2B |
总资产DFHPINS
| Q1 26 | — | $4.6B | ||
| Q4 25 | $3.7B | $5.5B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $3.7B | $5.4B | ||
| Q1 25 | $3.5B | $5.3B | ||
| Q4 24 | $3.3B | $5.3B | ||
| Q3 24 | $3.3B | $3.5B | ||
| Q2 24 | $3.0B | $3.7B |
负债/权益比DFHPINS
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $328.0M |
| 自由现金流经营现金流 - 资本支出 | $136.0M | $311.7M |
| 自由现金流率自由现金流/营收 | 11.2% | 30.9% |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 过去12个月自由现金流最近4个季度 | $-126.4M | $1.2B |
8季度趋势，按日历期对齐
经营现金流DFHPINS
| Q1 26 | — | $328.0M | ||
| Q4 25 | $143.6M | $391.2M | ||
| Q3 25 | $-131.0M | $321.7M | ||
| Q2 25 | $-68.5M | $207.7M | ||
| Q1 25 | $-44.7M | $363.7M | ||
| Q4 24 | $306.5M | $254.0M | ||
| Q3 24 | $-205.0M | $248.0M | ||
| Q2 24 | $-110.6M | $106.4M |
自由现金流DFHPINS
| Q1 26 | — | $311.7M | ||
| Q4 25 | $136.0M | $380.4M | ||
| Q3 25 | $-135.7M | $318.4M | ||
| Q2 25 | $-78.8M | $196.7M | ||
| Q1 25 | $-47.9M | $356.4M | ||
| Q4 24 | $302.6M | $250.2M | ||
| Q3 24 | $-222.5M | $244.1M | ||
| Q2 24 | $-112.4M | $101.6M |
自由现金流率DFHPINS
| Q1 26 | — | 30.9% | ||
| Q4 25 | 11.2% | 28.8% | ||
| Q3 25 | -14.0% | 30.3% | ||
| Q2 25 | -6.8% | 19.7% | ||
| Q1 25 | -4.8% | 41.7% | ||
| Q4 24 | 19.4% | 21.7% | ||
| Q3 24 | -22.1% | 27.2% | ||
| Q2 24 | -10.6% | 11.9% |
资本支出强度DFHPINS
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 0.8% | ||
| Q3 25 | 0.5% | 0.3% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 0.3% | 0.9% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 0.2% | 0.6% |
现金转化率DFHPINS
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 1.41× | ||
| Q3 25 | -2.79× | 3.49× | ||
| Q2 25 | -1.21× | 5.36× | ||
| Q1 25 | -0.81× | 40.77× | ||
| Q4 24 | 2.35× | 0.14× | ||
| Q3 24 | -2.90× | 8.12× | ||
| Q2 24 | -1.37× | 11.98× |
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% |
PINS
暂无分部数据
