Added to YB: 2025-08-19
Pitch date: 2025-08-16
DFH [bearish]
Dream Finders Homes, Inc.
+30.71%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Dream Finders Homes, Inc., through its subsidiary, Dream Finders Homes LLC, engages in the homebuilding business in the United States.
Market Cap
$1.7B
Pitch Price
$28.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.52
P/E
6.31
EV/Sales
0.72
Sector
Household Durables
Category
growth
Show full summary:
Deep Dive: Shorting Homebuilders - Dream Finders Homes, Inc.
DFH (short): Asset-light homebuilder with 6% YoY revenue growth to $842M, EPS $0.50 (+19% YoY). New orders +10% YoY despite 80bps margin compression to 17.2%. Lacks purchasing power of larger builders, making it vulnerable to tariff-driven cost increases. FY25 guide: 8,300-8,500 homes, ASP ~$390K-400K, margins 17-17.5%.
Read full article (2 min)