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DFH vs. PSMMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DFH vs. PSMMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dream Finders Homes, Inc. (DFH) and Persimmon Plc (PSMMY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFH achieves a -16.08% return, which is significantly higher than PSMMY's -19.86% return.


DFH

1D
-0.90%
1M
0.99%
YTD
-16.08%
6M
-24.95%
1Y
-34.95%
3Y*
-9.61%
5Y*
-15.18%
10Y*

PSMMY

1D
2.10%
1M
1.39%
YTD
-19.86%
6M
-18.65%
1Y
-14.37%
3Y*
1.51%
5Y*
-15.62%
10Y*
-0.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFH vs. PSMMY - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DFH
Dream Finders Homes, Inc.
-16.08%-26.51%-34.51%310.28%-55.48%-7.16%
PSMMY
Persimmon Plc
-19.86%26.87%-12.25%29.93%-58.84%13.17%

Correlation

The correlation between DFH and PSMMY is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Jan 22, 2021

0.32

Fundamentals

Market Cap

DFH:

$1.33B

PSMMY:

$4.72B

EPS

DFH:

$1.77

PSMMY:

$3.41

PE Ratio

DFH:

8.09

PSMMY:

8.54

PS Ratio

DFH:

0.34

PSMMY:

0.68

PB Ratio

DFH:

1.05

PSMMY:

1.31

Total Revenue (TTM)

DFH:

$4.22B

PSMMY:

$6.94B

Gross Profit (TTM)

DFH:

$561.30M

PSMMY:

$1.16B

EBITDA (TTM)

DFH:

$234.81M

PSMMY:

$833.93M

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Return for Risk

DFH vs. PSMMY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFH
DFH Risk / Return Rank: 1818
Overall Rank
DFH Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
DFH Sortino Ratio Rank: 1515
Sortino Ratio Rank
DFH Omega Ratio Rank: 1717
Omega Ratio Rank
DFH Calmar Ratio Rank: 2121
Calmar Ratio Rank
DFH Martin Ratio Rank: 2222
Martin Ratio Rank

PSMMY
PSMMY Risk / Return Rank: 2424
Overall Rank
PSMMY Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
PSMMY Sortino Ratio Rank: 2222
Sortino Ratio Rank
PSMMY Omega Ratio Rank: 2222
Omega Ratio Rank
PSMMY Calmar Ratio Rank: 2727
Calmar Ratio Rank
PSMMY Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFH vs. PSMMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dream Finders Homes, Inc. (DFH) and Persimmon Plc (PSMMY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DFHPSMMYDifference
Sharpe ratioReturn per unit of total volatility

-0.21

Sortino ratioReturn per unit of downside risk

-0.38

Omega ratioGain probability vs. loss probability

0.91

0.95

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.59

-0.42

-0.17

Martin ratioReturn relative to average drawdown

-0.97

-0.82

-0.16

DFH vs. PSMMY - Sharpe Ratio Comparison

The current DFH Sharpe Ratio is -0.64, which is lower than the PSMMY Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of DFH and PSMMY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DFHPSMMYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.64

-0.42

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

-0.43

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.12

0.15

-0.27

Drawdowns

DFH vs. PSMMY - Drawdown Comparison

The maximum DFH drawdown since its inception was -75.38%, which is greater than PSMMY's maximum drawdown of -69.45%. Use the drawdown chart below to compare losses from any high point for DFH and PSMMY.


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Drawdown Indicators


DFHPSMMYDifference

Max Drawdown

Largest peak-to-trough decline

-75.38%

-69.45%

-5.93%

Max Drawdown (1Y)

Largest decline over 1 year

-59.44%

-34.28%

-25.16%

Max Drawdown (3Y)

Largest decline over 3 years

-71.26%

-42.78%

-28.48%

Max Drawdown (5Y)

Largest decline over 5 years

-74.40%

-69.38%

-5.02%

Max Drawdown (10Y)

Largest decline over 10 years

-69.45%

Current Drawdown

Current decline from peak

-67.18%

-58.26%

-8.92%

Average Drawdown

Average peak-to-trough decline

-41.84%

-26.20%

-15.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.98%

17.62%

+18.36%

Volatility

DFH vs. PSMMY - Volatility Comparison

Dream Finders Homes, Inc. (DFH) has a higher volatility of 21.85% compared to Persimmon Plc (PSMMY) at 9.98%. This indicates that DFH's price experiences larger fluctuations and is considered to be riskier than PSMMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFHPSMMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.85%

9.98%

+11.87%

Volatility (6M)

Calculated over the trailing 6-month period

39.41%

26.19%

+13.22%

Volatility (1Y)

Calculated over the trailing 1-year period

55.11%

34.01%

+21.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.63%

36.72%

+18.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.85%

40.86%

+15.99%

Dividends

DFH vs. PSMMY - Dividend Comparison

DFH has not paid dividends to shareholders, while PSMMY's dividend yield for the trailing twelve months is around 5.53%.


PositionTTM20252024202320222021202020192018201720162015
DFH
Dream Finders Homes, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSMMY
Persimmon Plc
5.53%4.43%5.17%5.40%20.63%8.10%7.91%8.26%12.82%5.15%14.45%4.50%

Financials

DFH vs. PSMMY - Financials Comparison

This section allows you to compare key financial metrics between Dream Finders Homes, Inc. and Persimmon Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B20222023202420252026
887.84M
2.23B
(DFH) Total Revenue
(PSMMY) Total Revenue
Values in USD except per share items

DFH vs. PSMMY - Profitability Comparison

The chart below illustrates the profitability comparison between Dream Finders Homes, Inc. and Persimmon Plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%202220232024202520260
14.0%
Portfolio components
DFH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dream Finders Homes, Inc. reported a gross profit of 0.00 and revenue of 887.84M. Therefore, the gross margin over that period was 0.0%.

PSMMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a gross profit of 312.36M and revenue of 2.23B. Therefore, the gross margin over that period was 14.0%.

DFH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dream Finders Homes, Inc. reported an operating income of 0.00 and revenue of 887.84M, resulting in an operating margin of 0.0%.

PSMMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported an operating income of 258.70M and revenue of 2.23B, resulting in an operating margin of 11.6%.

DFH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dream Finders Homes, Inc. reported a net income of 13.26M and revenue of 887.84M, resulting in a net margin of 1.5%.

PSMMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Persimmon Plc reported a net income of 184.56M and revenue of 2.23B, resulting in a net margin of 8.3%.


Frequently Asked Questions


DFH and PSMMY have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DFH has higher volatility (21.85%) compared to PSMMY (9.98%). In terms of maximum drawdown, DFH dropped -75.38% vs PSMMY's -69.45%.

PSMMY currently has the higher Sharpe Ratio (-0.42 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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