WallStSmart

Dream Finders Homes Inc (DFH)vsPulteGroup Inc (PHM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PulteGroup Inc generates 300% more annual revenue ($17.31B vs $4.32B). PHM leads profitability with a 12.8% profit margin vs 5.0%. DFH trades at a lower P/E of 6.7x. PHM earns a higher WallStSmart Score of 61/100 (C+).

DFH

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 5.7Quality: 7.0
Piotroski: 2/9Altman Z: 2.75

PHM

Buy

61

out of 100

Grade: C+

Growth: 2.7Profit: 7.5Value: 7.3Quality: 6.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DFHSignificantly Overvalued (-41.6%)

Margin of Safety

-41.6%

Fair Value

$14.55

Current Price

$14.41

$0.14 premium

UndervaluedFair: $14.55Overvalued
PHMSignificantly Overvalued (-84.2%)

Margin of Safety

-84.2%

Fair Value

$75.62

Current Price

$118.18

$42.56 premium

UndervaluedFair: $75.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DFH2 strengths · Avg: 10.0/10
P/E RatioValuation
6.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

PHM2 strengths · Avg: 9.0/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

DFH4 concerns · Avg: 3.0/10
Market CapQuality
$1.34B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

Debt/EquityHealth
1.163/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PHM3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.3%2/10

Revenue declined 6.3%

EPS GrowthGrowth
-42.1%2/10

Earnings declined 42.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : DFH

The strongest argument for DFH centers on P/E Ratio, Price/Book.

Bull Case : PHM

The strongest argument for PHM centers on P/E Ratio, Price/Book. PEG of 1.02 suggests the stock is reasonably priced for its growth.

Bear Case : DFH

The primary concerns for DFH are Market Cap, Profit Margin, Debt/Equity.

Bear Case : PHM

The primary concerns for PHM are Piotroski F-Score, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

DFH profiles as a value stock while PHM is a declining play — different risk/reward profiles.

DFH carries more volatility with a beta of 1.88 — expect wider price swings.

PHM is growing revenue faster at -6.3% — sustainability is the question.

PHM generates stronger free cash flow (740M), providing more financial flexibility.

Bottom Line

PHM scores higher overall (61/100 vs 47/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Dream Finders Homes Inc

CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA

Dream Finders Homes, Inc. is a holding company of Dream Finders Holdings LLC engaged in the home construction business in the United States. The company is headquartered in Jacksonville, Florida.

PulteGroup Inc

CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA

PulteGroup, Inc. (previously known as Pulte Homes) is a home construction company based in Atlanta, Georgia, United States.

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