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

Performance

PSMMY vs. DFH - Performance Comparison

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

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Returns By Period

In the year-to-date period, PSMMY achieves a -18.28% return, which is significantly lower than DFH's -2.16% return.


PSMMY

1D
5.22%
1M
1.27%
YTD
-18.28%
6M
-17.82%
1Y
-17.71%
3Y*
7.00%
5Y*
-13.64%
10Y*
3.53%

DFH

1D
13.42%
1M
14.67%
YTD
-2.16%
6M
-6.59%
1Y
-32.95%
3Y*
-9.79%
5Y*
-6.15%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSMMY vs. DFH - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PSMMY
Persimmon Plc
-18.28%26.87%-12.25%29.93%-58.84%11.69%
DFH
Dream Finders Homes, Inc.
-2.16%-26.51%-34.51%310.28%-55.48%-0.31%

Correlation

The correlation between PSMMY and DFH is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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 21, 2021

0.32

Fundamentals

Market Cap

PSMMY:

$4.64B

DFH:

$1.55B

EPS

PSMMY:

£3.41

DFH:

$1.77

PE Ratio

PSMMY:

6.37

DFH:

9.43

PS Ratio

PSMMY:

0.51

DFH:

0.39

PB Ratio

PSMMY:

0.98

DFH:

1.22

Total Revenue (TTM)

PSMMY:

£6.94B

DFH:

$4.22B

Gross Profit (TTM)

PSMMY:

£1.16B

DFH:

$561.30M

EBITDA (TTM)

PSMMY:

£833.93M

DFH:

$234.81M

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Return for Risk

PSMMY vs. DFH — Risk / Return Rank

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

PSMMY
PSMMY Risk / Return Rank: 2222
Overall Rank
PSMMY Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
PSMMY Sortino Ratio Rank: 2020
Sortino Ratio Rank
PSMMY Omega Ratio Rank: 2121
Omega Ratio Rank
PSMMY Calmar Ratio Rank: 2525
Calmar Ratio Rank
PSMMY Martin Ratio Rank: 2424
Martin Ratio Rank

DFH
DFH Risk / Return Rank: 2121
Overall Rank
DFH Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
DFH Sortino Ratio Rank: 1818
Sortino Ratio Rank
DFH Omega Ratio Rank: 2020
Omega Ratio Rank
DFH Calmar Ratio Rank: 2323
Calmar Ratio Rank
DFH 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.

PSMMY vs. DFH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Persimmon Plc (PSMMY) and Dream Finders Homes, Inc. (DFH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PSMMYDFHDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.14

Omega ratioGain probability vs. loss probability

0.94

0.93

+0.01

Calmar ratioReturn relative to maximum drawdown

-0.51

-0.56

+0.05

Martin ratioReturn relative to average drawdown

-0.93

-0.87

-0.06

PSMMY vs. DFH - Sharpe Ratio Comparison

The current PSMMY Sharpe Ratio is -0.51, which is comparable to the DFH Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of PSMMY and DFH, 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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Drawdowns

PSMMY vs. DFH - Drawdown Comparison

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


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Drawdown Indicators


PSMMYDFHDifference

Max Drawdown

Largest peak-to-trough decline

-69.45%

-75.38%

+5.93%

Max Drawdown (1Y)

Largest decline over 1 year

-35.15%

-59.44%

+24.29%

Max Drawdown (3Y)

Largest decline over 3 years

-42.78%

-71.26%

+28.48%

Max Drawdown (5Y)

Largest decline over 5 years

-66.81%

-71.26%

+4.45%

Max Drawdown (10Y)

Largest decline over 10 years

-69.45%

Current Drawdown

Current decline from peak

-57.44%

-61.74%

+4.30%

Average Drawdown

Average peak-to-trough decline

-26.33%

-42.03%

+15.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.06%

37.83%

-18.77%

Volatility

PSMMY vs. DFH - Volatility Comparison

The current volatility for Persimmon Plc (PSMMY) is 11.78%, while Dream Finders Homes, Inc. (DFH) has a volatility of 19.80%. This indicates that PSMMY experiences smaller price fluctuations and is considered to be less risky than DFH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSMMYDFHDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.78%

19.80%

-8.02%

Volatility (6M)

Calculated over the trailing 6-month period

27.66%

42.20%

-14.54%

Volatility (1Y)

Calculated over the trailing 1-year period

34.84%

56.32%

-21.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.89%

55.55%

-18.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.44%

57.22%

-17.78%

Dividends

PSMMY vs. DFH - Dividend Comparison

PSMMY's dividend yield for the trailing twelve months is around 5.65%, while DFH has not paid dividends to shareholders.


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
5.65%4.43%5.17%5.40%20.63%8.10%7.91%8.26%12.82%5.15%14.45%4.50%

Financials

PSMMY vs. DFH - Financials Comparison

This section allows you to compare key financial metrics between Persimmon Plc and Dream Finders Homes, Inc.. 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


500.00M1.00B1.50B2.00B202120222023202420252026
2.23B
887.84M
(PSMMY) Total Revenue
(DFH) Total Revenue
Please note, different currencies. PSMMY values in GBP, DFH values in USD

PSMMY vs. DFH - Profitability Comparison

The chart below illustrates the profitability comparison between Persimmon Plc and Dream Finders Homes, Inc. 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%202120222023202420252026
14.0%
0
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


PSMMY and DFH have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DFH has higher volatility (19.80%) compared to PSMMY (11.78%). In terms of maximum drawdown, PSMMY dropped -69.45% vs DFH's -75.38%.

PSMMY currently has the higher Sharpe Ratio (-0.51 vs -0.59), 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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