Added to YB: 2024-05-07
Pitch date: 2024-05-04
DFH [bullish]
Dream Finders Homes, Inc.
-35.04%
current return
Author Info
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Company Info
Dream Finders Homes, Inc., through its subsidiary, Dream Finders Homes LLC, engages in the homebuilding business in the United States.
Market Cap
$2.0B
Pitch Price
$31.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.25
P/E
7.40
EV/Sales
0.78
Sector
Household Durables
Category
value
Show full summary:
Dream Finders Homes. A dreamy company in a tough market.
DFH: US homebuilder at 11x P/E & 31% ROE. Land light model reduces risk vs peers. Tight supply supports demand despite rates. Founder-led, 65% insider owned. Proven acquirer: Crescent at 5-7x earnings, 0.36x sales. Fair value $35-40 on 10% growth, 11x multiple. Prefer buy <$25.
Read full article (10 min)