[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.1K followers Created: 2025-07-02 17:10:44 UTC 4) $DFH $DFH is one of the fastest-growing homebuilders in the U.S., operating in high-growth, low-cost markets like Florida, Texas, and the Carolinas. The company focuses on delivering affordable, entry-level, and move-up homes, which positions it well to serve the ongoing U.S. housing shortage. Its land-light, capital-efficient business model is a key differentiator. $DFH avoids holding land directly and instead controls it through option contracts — allowing for nimble, just-in-time lot purchases that reduce balance sheet risk, boost inventory turnover, and enhance return on equity. From 2019 to 2024, $DFH delivered a stunning XXXX% EPS CAGR and XXXX% closings CAGR, both well ahead of all homebuilding peers, and achieved this during a period that was far from ideal for the housing market. Despite this, the stock still trades at just ~8x TTM earnings, which I believe significantly undervalues its long-term potential. In Q1 2025, $DFH reported a XXXX% return on participating equity, a $1.4B backlog, and continued margin expansion, all while maintaining a 2.2x inventory turnover — well above the peer average. It expects ~9,250 home closings in 2025, up from XXXXX in 2024. The company also owns Jet HomeLoans, giving it a vertical edge in mortgage services and improving conversion from backlog to revenue. While the housing sector is cyclical, $DFH's product mix, demographic tailwinds (millennials entering prime buying years), and geographic footprint make it uniquely positioned. Management has also demonstrated excellent execution and capital discipline, returning above-market results consistently.  XXXXXX engagements  **Related Topics** [homebuilders](/topic/homebuilders) [homes](/topic/homes) [affordable](/topic/affordable) [cunha](/topic/cunha) [$dfh](/topic/$dfh) [Post Link](https://x.com/mvcinvesting/status/1940458127943414133)
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M. V. Cunha @mvcinvesting on x 48.1K followers
Created: 2025-07-02 17:10:44 UTC
- $DFH
$DFH is one of the fastest-growing homebuilders in the U.S., operating in high-growth, low-cost markets like Florida, Texas, and the Carolinas. The company focuses on delivering affordable, entry-level, and move-up homes, which positions it well to serve the ongoing U.S. housing shortage.
Its land-light, capital-efficient business model is a key differentiator. $DFH avoids holding land directly and instead controls it through option contracts — allowing for nimble, just-in-time lot purchases that reduce balance sheet risk, boost inventory turnover, and enhance return on equity.
From 2019 to 2024, $DFH delivered a stunning XXXX% EPS CAGR and XXXX% closings CAGR, both well ahead of all homebuilding peers, and achieved this during a period that was far from ideal for the housing market. Despite this, the stock still trades at just ~8x TTM earnings, which I believe significantly undervalues its long-term potential.
In Q1 2025, $DFH reported a XXXX% return on participating equity, a $1.4B backlog, and continued margin expansion, all while maintaining a 2.2x inventory turnover — well above the peer average. It expects ~9,250 home closings in 2025, up from XXXXX in 2024. The company also owns Jet HomeLoans, giving it a vertical edge in mortgage services and improving conversion from backlog to revenue.
While the housing sector is cyclical, $DFH's product mix, demographic tailwinds (millennials entering prime buying years), and geographic footprint make it uniquely positioned. Management has also demonstrated excellent execution and capital discipline, returning above-market results consistently.
XXXXXX engagements
Related Topics homebuilders homes affordable cunha $dfh