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Side-by-side financial comparison of Doximity, Inc. (DOCS) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $185.1M, roughly 1.4× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 1.4%, a 31.9% gap on every dollar of revenue. On growth, Doximity, Inc. posted the faster year-over-year revenue change (9.8% vs -9.4%). Over the past eight quarters, Doximity, Inc.'s revenue compounded faster (25.2% CAGR vs 17.3%).
Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
DOCS vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $260.4M |
| Net Profit | $61.6M | $3.5M |
| Gross Margin | 89.9% | 19.9% |
| Operating Margin | 38.9% | 6.5% |
| Net Margin | 33.3% | 1.4% |
| Revenue YoY | 9.8% | -9.4% |
| Net Profit YoY | -18.1% | -14.3% |
| EPS (diluted) | $0.31 | $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 | $185.1M | $260.4M | ||
| Q3 25 | $168.5M | $262.0M | ||
| Q2 25 | $145.9M | $223.9M | ||
| Q1 25 | $138.3M | $224.7M | ||
| Q4 24 | $168.6M | $287.5M | ||
| Q3 24 | $136.8M | $277.8M | ||
| Q2 24 | $126.7M | $220.9M | ||
| Q1 24 | $118.1M | $189.2M |
| Q4 25 | $61.6M | $3.5M | ||
| Q3 25 | $62.1M | $2.1M | ||
| Q2 25 | $53.3M | $2.4M | ||
| Q1 25 | $62.5M | $2.7M | ||
| Q4 24 | $75.2M | $4.1M | ||
| Q3 24 | $44.2M | $5.3M | ||
| Q2 24 | $41.4M | $3.6M | ||
| Q1 24 | $40.6M | $3.0M |
| Q4 25 | 89.9% | 19.9% | ||
| Q3 25 | 90.3% | 21.0% | ||
| Q2 25 | 89.2% | 23.2% | ||
| Q1 25 | 89.5% | 23.8% | ||
| Q4 24 | 91.6% | 25.5% | ||
| Q3 24 | 90.0% | 26.5% | ||
| Q2 24 | 89.3% | 26.7% | ||
| Q1 24 | 89.4% | 26.1% |
| Q4 25 | 38.9% | 6.5% | ||
| Q3 25 | 37.8% | 6.6% | ||
| Q2 25 | 37.4% | 7.7% | ||
| Q1 25 | 35.2% | 8.7% | ||
| Q4 24 | 47.4% | 10.4% | ||
| Q3 24 | 38.8% | 14.2% | ||
| Q2 24 | 36.4% | 11.7% | ||
| Q1 24 | 35.5% | 11.3% |
| Q4 25 | 33.3% | 1.4% | ||
| Q3 25 | 36.8% | 0.8% | ||
| Q2 25 | 36.5% | 1.1% | ||
| Q1 25 | 45.2% | 1.2% | ||
| Q4 24 | 44.6% | 1.4% | ||
| Q3 24 | 32.3% | 1.9% | ||
| Q2 24 | 32.7% | 1.7% | ||
| Q1 24 | 34.4% | 1.6% |
| Q4 25 | $0.31 | $0.39 | ||
| Q3 25 | $0.31 | $0.24 | ||
| Q2 25 | $0.27 | $0.26 | ||
| Q1 25 | $0.31 | $0.30 | ||
| Q4 24 | $0.37 | $0.50 | ||
| Q3 24 | $0.22 | $0.58 | ||
| Q2 24 | $0.21 | $0.40 | ||
| Q1 24 | $0.20 | $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 | $64.8M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $979.3M | $86.7M |
| Total Assets | $1.2B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $12.7M | ||
| Q3 25 | $169.2M | $14.8M | ||
| Q2 25 | $137.3M | $16.8M | ||
| Q1 25 | $209.6M | $12.7M | ||
| Q4 24 | $165.3M | $22.4M | ||
| Q3 24 | $184.2M | $23.7M | ||
| Q2 24 | $111.4M | $17.3M | ||
| Q1 24 | $96.8M | $32.8M |
| Q4 25 | $979.3M | $86.7M | ||
| Q3 25 | $1.1B | $82.2M | ||
| Q2 25 | $1.0B | $80.0M | ||
| Q1 25 | $1.1B | $76.9M | ||
| Q4 24 | $1.0B | $73.6M | ||
| Q3 24 | $961.2M | $68.4M | ||
| Q2 24 | $913.6M | $62.1M | ||
| Q1 24 | $901.4M | $59.7M |
| Q4 25 | $1.2B | $557.6M | ||
| Q3 25 | $1.3B | $571.6M | ||
| Q2 25 | $1.2B | $570.2M | ||
| Q1 25 | $1.3B | $513.9M | ||
| Q4 24 | $1.2B | $475.9M | ||
| Q3 24 | $1.1B | $460.1M | ||
| Q2 24 | $1.1B | $429.3M | ||
| Q1 24 | $1.1B | $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 | $60.9M | $9.8M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 3.4% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $9.8M | ||
| Q3 25 | $93.9M | $22.8M | ||
| Q2 25 | $62.1M | $-28.9M | ||
| Q1 25 | $98.5M | $-34.9M | ||
| Q4 24 | $65.2M | $5.5M | ||
| Q3 24 | $68.3M | $22.9M | ||
| Q2 24 | $41.2M | $39.0K | ||
| Q1 24 | $63.9M | $-9.3M |
| Q4 25 | — | $8.7M | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $-31.1M | ||
| Q1 25 | — | $-35.9M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-2.1M | ||
| Q1 24 | — | $-9.7M |
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -13.9% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | -1.0% | ||
| Q1 24 | — | -5.1% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 0.0% | 0.5% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | 0.0% | 1.0% | ||
| Q1 24 | 0.0% | 0.2% |
| Q4 25 | 0.99× | 2.77× | ||
| Q3 25 | 1.51× | 10.70× | ||
| Q2 25 | 1.16× | -12.24× | ||
| Q1 25 | 1.58× | -13.01× | ||
| Q4 24 | 0.87× | 1.33× | ||
| Q3 24 | 1.55× | 4.28× | ||
| Q2 24 | 1.00× | 0.01× | ||
| Q1 24 | 1.57× | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
