Beazer Homes USA, Inc. (BZH) vs Dream Finders Homes, Inc. (DFH)

Beazer Homes USA, Inc. and Dream Finders Homes, Inc. are both Residential Construction companies. Dream Finders Homes, Inc. is the larger, with a market value of $1.0B against $890.0M — 1.1× the size. Beazer Homes USA, Inc. has negative trailing earnings, so its P/E is not meaningful; Dream Finders Homes, Inc. trades at 7.8×. Dream Finders Homes, Inc. grew revenue faster over the last twelve months: −12.2% against −12.8%. Dream Finders Homes, Inc. has the higher net margin (3.22% vs −0.37%) and the higher return on invested capital (6.33% vs −0.96%). Across the 19 metrics below, Dream Finders Homes, Inc. leads on 18 and Beazer Homes USA, Inc. on 1.

Valuation

Metric BZH DFH Residential Construction median
P/E n/m 7.79 13.51
P/S 0.43 0.25 1.02
P/B 0.77 0.72 1.17
Price to free cash flow n/m n/m 16.79
EV/EBITDA n/m 6.49 10.48
EV/Sales 1.04 0.33 1.31
Earnings yield (0.87%) 12.83% 7.37%
Free cash flow yield (17.31%) (15.69%) 5.73%

Profitability

Metric BZH DFH Residential Construction median
Gross margin 12.44% 15.79% 22.30%
Operating margin (1.80%) 4.34% 9.03%
Net margin (0.37%) 3.22% 7.30%
Free cash flow margin (7.35%) (3.91%) 8.46%
Return on equity (0.65%) 9.62% 9.84%
Return on assets (0.28%) 3.50% 7.43%
Return on invested capital (0.96%) 6.33% 6.90%

Growth

Metric BZH DFH Residential Construction median
Revenue growth (TTM) (12.75%) (12.17%) (7.37%)
EPS growth (last fiscal year) (66.45%) (35.93%) —
Revenue growth, 5-year CAGR 2.20% 30.69% 8.74%
Net income growth, 5-year CAGR (2.68%) 20.83% 8.43%

Health

Metric BZH DFH Residential Construction median
Debt to equity 1.23 0.41 0.20
Current ratio 14.64 1.44 3.56
Net debt to EBITDA 14.53 1.03 0.28

Dividend

Metric BZH DFH Residential Construction median
Dividend yield — — 0.89%
Payout ratio 0.00 0.00 0.00

Size

Metric BZH DFH Residential Construction median
Market cap 890.03m 1.00b 4.18b

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