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Side-by-side financial comparison of DELUXE CORP (DLX) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $535.2M, roughly 1.3× DELUXE CORP). On growth, DELUXE CORP posted the faster year-over-year revenue change (2.8% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
DLX vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $704.9M |
| Net Profit | $12.0M | — |
| Gross Margin | 52.2% | — |
| Operating Margin | 8.9% | 25.9% |
| Net Margin | 2.2% | — |
| Revenue YoY | 2.8% | -17.3% |
| Net Profit YoY | -5.0% | — |
| EPS (diluted) | $0.25 | $0.94 |
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 | $535.2M | $704.9M | ||
| Q3 25 | $540.2M | $811.6M | ||
| Q2 25 | $521.3M | $792.9M | ||
| Q1 25 | $536.5M | $844.5M | ||
| Q4 24 | $520.6M | $852.0M | ||
| Q3 24 | $528.4M | $643.6M | ||
| Q2 24 | $537.8M | $634.6M | ||
| Q1 24 | $535.0M | $559.9M |
| Q4 25 | $12.0M | — | ||
| Q3 25 | $33.7M | $155.1M | ||
| Q2 25 | $22.4M | $201.7M | ||
| Q1 25 | $14.0M | $182.3M | ||
| Q4 24 | $12.6M | — | ||
| Q3 24 | $8.9M | $240.5M | ||
| Q2 24 | $20.5M | $210.3M | ||
| Q1 24 | $10.8M | $131.2M |
| Q4 25 | 52.2% | — | ||
| Q3 25 | 53.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.4% | — | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 53.7% | — | ||
| Q1 24 | 53.0% | — |
| Q4 25 | 8.9% | 25.9% | ||
| Q3 25 | 14.0% | 30.4% | ||
| Q2 25 | 11.7% | 37.2% | ||
| Q1 25 | 9.0% | 32.7% | ||
| Q4 24 | 9.0% | 33.7% | ||
| Q3 24 | 7.9% | 51.4% | ||
| Q2 24 | 11.0% | 44.0% | ||
| Q1 24 | 8.3% | 31.9% |
| Q4 25 | 2.2% | — | ||
| Q3 25 | 6.2% | 19.1% | ||
| Q2 25 | 4.3% | 25.4% | ||
| Q1 25 | 2.6% | 21.6% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 1.7% | 37.4% | ||
| Q2 24 | 3.8% | 33.1% | ||
| Q1 24 | 2.0% | 23.4% |
| Q4 25 | $0.25 | $0.94 | ||
| Q3 25 | $0.74 | $1.35 | ||
| Q2 25 | $0.50 | $1.76 | ||
| Q1 25 | $0.31 | $1.59 | ||
| Q4 24 | $0.28 | $1.63 | ||
| Q3 24 | $0.20 | $2.09 | ||
| Q2 24 | $0.46 | $1.82 | ||
| Q1 24 | $0.24 | $1.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.9M | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $4.8B |
| Total Assets | $2.9B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | $368.0M | ||
| Q3 25 | $25.8M | $162.3M | ||
| Q2 25 | $26.0M | $101.9M | ||
| Q1 25 | $30.3M | $54.0K | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $41.3M | $1.7B | ||
| Q2 24 | $23.1M | $487.9M | ||
| Q1 24 | $23.5M | $506.3M |
| Q4 25 | $680.7M | $4.8B | ||
| Q3 25 | $664.1M | $4.7B | ||
| Q2 25 | $638.7M | $4.6B | ||
| Q1 25 | $622.5M | $4.4B | ||
| Q4 24 | $620.9M | $4.2B | ||
| Q3 24 | $612.7M | $4.1B | ||
| Q2 24 | $620.5M | $3.8B | ||
| Q1 24 | $608.4M | $3.7B |
| Q4 25 | $2.9B | $9.3B | ||
| Q3 25 | $2.6B | $9.1B | ||
| Q2 25 | $2.5B | $9.0B | ||
| Q1 25 | $2.6B | $8.8B | ||
| Q4 24 | $2.8B | $8.6B | ||
| Q3 24 | $2.6B | $8.0B | ||
| Q2 24 | $2.7B | $6.7B | ||
| Q1 24 | $2.7B | $6.4B |
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 | $102.1M | $451.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 8.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $451.9M | ||
| Q3 25 | $67.1M | $505.0M | ||
| Q2 25 | $51.1M | $571.1M | ||
| Q1 25 | $50.3M | $483.0M | ||
| Q4 24 | $60.2M | $578.4M | ||
| Q3 24 | $67.9M | $452.3M | ||
| Q2 24 | $39.6M | $476.4M | ||
| Q1 24 | $26.6M | $276.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $27.8M | — | ||
| Q1 25 | $24.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $46.7M | — | ||
| Q2 24 | $11.4M | — | ||
| Q1 24 | $6.1M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 3.8% | — |
| Q4 25 | 8.53× | — | ||
| Q3 25 | 1.99× | 3.26× | ||
| Q2 25 | 2.28× | 2.83× | ||
| Q1 25 | 3.59× | 2.65× | ||
| Q4 24 | 4.77× | — | ||
| Q3 24 | 7.60× | 1.88× | ||
| Q2 24 | 1.94× | 2.27× | ||
| Q1 24 | 2.46× | 2.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
SM
Segment breakdown not available.
