Dream Finders Homes, Inc. (DFH)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-30
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-30
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Put DFH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve revenue growth near 4.5% in FY27: Comparison needs review.
View ThesisRevenue is contracting — down about 12% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 65% in its worst 12-month stretch.
View RiskDFH’s Beazer acquisition expands its homebuilding platform, though recent revenue has contracted. Revenue fell 8% year over year in Q2 FY2026 after falling 14% in Q1 FY2026. The latest recorded earnings surprise was a miss, with GAAP EPS missing by 45% in Q1 FY2026. DFH trades at 7× P/E versus a 15× peer median. The price reflects less growth than our forecast, though the peer comparison is a weak guide. The next-quarter miss probability is 56%, and reported profits are not well backed by cash. The thesis is on watch: the FY27 revenue-growth comparison needs review. Peer multiples imply a price about 58% above where it trades; this read is provisional.
Trailing returns as of 2026-10-30. DFH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering DFH (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DFH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Homebuilding — fair value, gap to price, and forward P/E.
Compare the value case
Put DFH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Pursue acquisition of Beazer Homes with increased all-cash offer
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Credit downgrade after the $2.2B Beazer acquisition signals increased leverage and financing risk.

Advances: Pursue acquisition of Beazer Homes with increased all-cash offer
Completion of the Beazer acquisition materially advances the tracked M&A objective.

New COO may drive operational efficiencies and support growth.