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Side-by-side financial comparison of COMMVAULT SYSTEMS INC (CVLT) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
COMMVAULT SYSTEMS INC is the larger business by last-quarter revenue ($313.8M vs $260.4M, roughly 1.2× Smith Douglas Homes Corp.). COMMVAULT SYSTEMS INC runs the higher net margin — 5.7% vs 1.4%, a 4.3% gap on every dollar of revenue. On growth, COMMVAULT SYSTEMS INC posted the faster year-over-year revenue change (19.5% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $1.9M). Over the past eight quarters, COMMVAULT SYSTEMS INC's revenue compounded faster (18.6% CAGR vs 17.3%).
Commvault Systems, Inc. is an American publicly traded cybersecurity and data protection software company. Commvault's services are used for data security, as well as cloud and infrastructure management.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
CVLT vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $313.8M | $260.4M |
| Net Profit | $17.8M | $3.5M |
| Gross Margin | 81.1% | 19.9% |
| Operating Margin | 6.3% | 6.5% |
| Net Margin | 5.7% | 1.4% |
| Revenue YoY | 19.5% | -9.4% |
| Net Profit YoY | 61.3% | -14.3% |
| EPS (diluted) | $0.40 | $0.39 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $313.8M | $260.4M | ||
| Q3 25 | $276.2M | $262.0M | ||
| Q2 25 | $282.0M | $223.9M | ||
| Q1 25 | $275.0M | $224.7M | ||
| Q4 24 | $262.6M | $287.5M | ||
| Q3 24 | $233.3M | $277.8M | ||
| Q2 24 | $224.7M | $220.9M | ||
| Q1 24 | $223.3M | $189.2M |
| Q4 25 | $17.8M | $3.5M | ||
| Q3 25 | $14.7M | $2.1M | ||
| Q2 25 | $23.5M | $2.4M | ||
| Q1 25 | $31.0M | $2.7M | ||
| Q4 24 | $11.0M | $4.1M | ||
| Q3 24 | $15.6M | $5.3M | ||
| Q2 24 | $18.5M | $3.6M | ||
| Q1 24 | $126.1M | $3.0M |
| Q4 25 | 81.1% | 19.9% | ||
| Q3 25 | 80.1% | 21.0% | ||
| Q2 25 | 82.0% | 23.2% | ||
| Q1 25 | 82.6% | 23.8% | ||
| Q4 24 | 81.5% | 25.5% | ||
| Q3 24 | 81.6% | 26.5% | ||
| Q2 24 | 82.3% | 26.7% | ||
| Q1 24 | 82.5% | 26.1% |
| Q4 25 | 6.3% | 6.5% | ||
| Q3 25 | 4.5% | 6.6% | ||
| Q2 25 | 8.9% | 7.7% | ||
| Q1 25 | 9.7% | 8.7% | ||
| Q4 24 | 5.2% | 10.4% | ||
| Q3 24 | 6.4% | 14.2% | ||
| Q2 24 | 8.2% | 11.7% | ||
| Q1 24 | 8.1% | 11.3% |
| Q4 25 | 5.7% | 1.4% | ||
| Q3 25 | 5.3% | 0.8% | ||
| Q2 25 | 8.3% | 1.1% | ||
| Q1 25 | 11.3% | 1.2% | ||
| Q4 24 | 4.2% | 1.4% | ||
| Q3 24 | 6.7% | 1.9% | ||
| Q2 24 | 8.2% | 1.7% | ||
| Q1 24 | 56.5% | 1.6% |
| Q4 25 | $0.40 | $0.39 | ||
| Q3 25 | $0.33 | $0.24 | ||
| Q2 25 | $0.52 | $0.26 | ||
| Q1 25 | $0.68 | $0.30 | ||
| Q4 24 | $0.24 | $0.50 | ||
| Q3 24 | $0.35 | $0.58 | ||
| Q2 24 | $0.41 | $0.40 | ||
| Q1 24 | $2.80 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $216.7M | $86.7M |
| Total Assets | $2.0B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $12.7M | ||
| Q3 25 | $1.1B | $14.8M | ||
| Q2 25 | $363.2M | $16.8M | ||
| Q1 25 | $302.1M | $12.7M | ||
| Q4 24 | $243.6M | $22.4M | ||
| Q3 24 | $303.1M | $23.7M | ||
| Q2 24 | $287.9M | $17.3M | ||
| Q1 24 | $312.8M | $32.8M |
| Q4 25 | $216.7M | $86.7M | ||
| Q3 25 | $210.5M | $82.2M | ||
| Q2 25 | $364.7M | $80.0M | ||
| Q1 25 | $325.1M | $76.9M | ||
| Q4 24 | $287.8M | $73.6M | ||
| Q3 24 | $277.8M | $68.4M | ||
| Q2 24 | $281.8M | $62.1M | ||
| Q1 24 | $278.1M | $59.7M |
| Q4 25 | $2.0B | $557.6M | ||
| Q3 25 | $1.9B | $571.6M | ||
| Q2 25 | $1.2B | $570.2M | ||
| Q1 25 | $1.1B | $513.9M | ||
| Q4 24 | $1.0B | $475.9M | ||
| Q3 24 | $958.5M | $460.1M | ||
| Q2 24 | $934.9M | $429.3M | ||
| Q1 24 | $943.9M | $401.3M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $4.0M | $9.8M |
| Free Cash FlowOCF − Capex | $1.9M | $8.7M |
| FCF MarginFCF / Revenue | 0.6% | 3.4% |
| Capex IntensityCapex / Revenue | 0.7% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.23× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $181.5M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.0M | $9.8M | ||
| Q3 25 | $76.8M | $22.8M | ||
| Q2 25 | $31.7M | $-28.9M | ||
| Q1 25 | $77.0M | $-34.9M | ||
| Q4 24 | $30.1M | $5.5M | ||
| Q3 24 | $55.6M | $22.9M | ||
| Q2 24 | $44.7M | $39.0K | ||
| Q1 24 | $80.0M | $-9.3M |
| Q4 25 | $1.9M | $8.7M | ||
| Q3 25 | $73.6M | $21.4M | ||
| Q2 25 | $29.8M | $-31.1M | ||
| Q1 25 | $76.2M | $-35.9M | ||
| Q4 24 | $29.9M | $4.8M | ||
| Q3 24 | $53.7M | $22.3M | ||
| Q2 24 | $43.8M | $-2.1M | ||
| Q1 24 | $79.1M | $-9.7M |
| Q4 25 | 0.6% | 3.4% | ||
| Q3 25 | 26.6% | 8.2% | ||
| Q2 25 | 10.6% | -13.9% | ||
| Q1 25 | 27.7% | -16.0% | ||
| Q4 24 | 11.4% | 1.7% | ||
| Q3 24 | 23.0% | 8.0% | ||
| Q2 24 | 19.5% | -1.0% | ||
| Q1 24 | 35.4% | -5.1% |
| Q4 25 | 0.7% | 0.4% | ||
| Q3 25 | 1.2% | 0.5% | ||
| Q2 25 | 0.7% | 0.9% | ||
| Q1 25 | 0.3% | 0.5% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.8% | 0.2% | ||
| Q2 24 | 0.4% | 1.0% | ||
| Q1 24 | 0.4% | 0.2% |
| Q4 25 | 0.23× | 2.77× | ||
| Q3 25 | 5.21× | 10.70× | ||
| Q2 25 | 1.35× | -12.24× | ||
| Q1 25 | 2.48× | -13.01× | ||
| Q4 24 | 2.74× | 1.33× | ||
| Q3 24 | 3.57× | 4.28× | ||
| Q2 24 | 2.41× | 0.01× | ||
| Q1 24 | 0.63× | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVLT
| Term Based Software Licenses | $119.0M | 38% |
| Software As A Service | $87.4M | 28% |
| Customer Support Service | $80.3M | 26% |
| Perpetual License | $13.7M | 4% |
| Other | $13.6M | 4% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
