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Side-by-side financial comparison of Direct Digital Holdings, Inc. (DRCT) and Sound Financial Bancorp, Inc. (SFBC). Click either name above to swap in a different company.

Sound Financial Bancorp, Inc. is the larger business by last-quarter revenue ($9.5M vs $8.4M, roughly 1.1× Direct Digital Holdings, Inc.). On growth, Sound Financial Bancorp, Inc. posted the faster year-over-year revenue change (1.5% vs -7.4%). Over the past eight quarters, Sound Financial Bancorp, Inc.'s revenue compounded faster (5.5% CAGR vs -38.6%).

Devolver Digital, Inc. is an American video game publisher based in Austin, Texas, specializing in the publishing of indie games. The company was founded in June 2009 by Nigel Lowrie, Harry Miller, Graeme Struthers, Rick Stults, and Mike Wilson, five executives who had been involved with Gathering of Developers and Gamecock Media Group, which published games on developer-friendly terms, but due to the high cost associated with releasing retail games saw themselves acquired and dissolved by la...

U.S. Bancorp is an American multinational banking institution headquartered in Minneapolis, Minnesota and incorporated in Delaware. It is the 5th-largest bank in the United States as of 2025. As the largest bank in the Midwestern United States, it is considered systemically important by the Financial Stability Board. It is the parent company of its primary operating entity, U.S. Bank National Association, which does business as U.S. Bank. The company provides banking, investment, mortgage, tr...

DRCT vs SFBC — Head-to-Head

Bigger by revenue
SFBC
SFBC
1.1× larger
SFBC
$9.5M
$8.4M
DRCT
Growing faster (revenue YoY)
SFBC
SFBC
+8.9% gap
SFBC
1.5%
-7.4%
DRCT
Faster 2-yr revenue CAGR
SFBC
SFBC
Annualised
SFBC
5.5%
-38.6%
DRCT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
DRCT
DRCT
SFBC
SFBC
Revenue
$8.4M
$9.5M
Net Profit
$-11.7M
Gross Margin
26.8%
Operating Margin
-53.4%
27.1%
Net Margin
-138.7%
Revenue YoY
-7.4%
1.5%
Net Profit YoY
-434.7%
EPS (diluted)
$-74.97
$0.87

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.

Revenue
DRCT
DRCT
SFBC
SFBC
Q4 25
$8.4M
$9.5M
Q3 25
$8.0M
$9.8M
Q2 25
$10.1M
$10.4M
Q1 25
$8.2M
$9.2M
Q4 24
$9.1M
$9.4M
Q3 24
$9.1M
$9.1M
Q2 24
$21.9M
$8.6M
Q1 24
$22.3M
$8.6M
Net Profit
DRCT
DRCT
SFBC
SFBC
Q4 25
$-11.7M
Q3 25
$-2.7M
$1.7M
Q2 25
$-2.2M
$2.1M
Q1 25
$-2.4M
$1.2M
Q4 24
$-2.2M
Q3 24
$-2.7M
$1.2M
Q2 24
$-590.0K
$795.0K
Q1 24
$-775.0K
$770.0K
Gross Margin
DRCT
DRCT
SFBC
SFBC
Q4 25
26.8%
Q3 25
27.7%
Q2 25
35.1%
Q1 25
29.3%
Q4 24
32.5%
Q3 24
38.7%
Q2 24
27.1%
Q1 24
22.4%
Operating Margin
DRCT
DRCT
SFBC
SFBC
Q4 25
-53.4%
27.1%
Q3 25
-49.0%
21.3%
Q2 25
-23.9%
24.5%
Q1 25
-48.1%
15.9%
Q4 24
-51.8%
24.6%
Q3 24
-40.3%
15.6%
Q2 24
-9.4%
11.4%
Q1 24
-12.6%
10.9%
Net Margin
DRCT
DRCT
SFBC
SFBC
Q4 25
-138.7%
Q3 25
-33.6%
17.3%
Q2 25
-22.2%
19.8%
Q1 25
-28.9%
12.7%
Q4 24
-24.0%
Q3 24
-29.6%
12.7%
Q2 24
-2.7%
9.2%
Q1 24
-3.5%
9.0%
EPS (diluted)
DRCT
DRCT
SFBC
SFBC
Q4 25
$-74.97
$0.87
Q3 25
$-0.24
$0.66
Q2 25
$-0.23
$0.79
Q1 25
$-0.35
$0.45
Q4 24
$-90.17
$0.74
Q3 24
$-0.71
$0.45
Q2 24
$-0.16
$0.31
Q1 24
$-0.22
$0.30

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DRCT
DRCT
SFBC
SFBC
Cash + ST InvestmentsLiquidity on hand
$728.0K
$138.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$-7.0M
$109.4M
Total Assets
$20.2M
$1.1B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DRCT
DRCT
SFBC
SFBC
Q4 25
$728.0K
$138.5M
Q3 25
$871.0K
$101.2M
Q2 25
$1.6M
$102.5M
Q1 25
$1.8M
$131.5M
Q4 24
$1.4M
$43.6M
Q3 24
$4.1M
$148.9M
Q2 24
$1.1M
$135.1M
Q1 24
$3.3M
$138.0M
Total Debt
DRCT
DRCT
SFBC
SFBC
Q4 25
Q3 25
$10.8M
Q2 25
$33.5M
Q1 25
$32.9M
Q4 24
Q3 24
$150.0K
Q2 24
$34.8M
Q1 24
$32.4M
Stockholders' Equity
DRCT
DRCT
SFBC
SFBC
Q4 25
$-7.0M
$109.4M
Q3 25
$-6.7M
$107.5M
Q2 25
$-24.6M
$106.0M
Q1 25
$-23.3M
$104.4M
Q4 24
$-19.7M
$103.7M
Q3 24
$-16.7M
$102.2M
Q2 24
$-10.5M
$101.3M
Q1 24
$-7.5M
$101.0M
Total Assets
DRCT
DRCT
SFBC
SFBC
Q4 25
$20.2M
$1.1B
Q3 25
$22.5M
$1.1B
Q2 25
$23.3M
$1.1B
Q1 25
$23.8M
$1.1B
Q4 24
$26.0M
$993.6M
Q3 24
$31.3M
$1.1B
Q2 24
$48.5M
$1.1B
Q1 24
$52.8M
$1.1B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DRCT
DRCT
SFBC
SFBC
Operating Cash FlowLast quarter
$-1.9M
$7.2M
Free Cash FlowOCF − Capex
$7.0M
FCF MarginFCF / Revenue
73.4%
Capex IntensityCapex / Revenue
1.8%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$12.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DRCT
DRCT
SFBC
SFBC
Q4 25
$-1.9M
$7.2M
Q3 25
$-1.6M
$3.8M
Q2 25
$-2.7M
$-494.0K
Q1 25
$-2.7M
$1.9M
Q4 24
$-1.6M
$2.9M
Q3 24
$3.0M
$3.3M
Q2 24
$-4.4M
$-4.0M
Q1 24
$-5.7M
$3.5M
Free Cash Flow
DRCT
DRCT
SFBC
SFBC
Q4 25
$7.0M
Q3 25
$3.8M
Q2 25
$-518.0K
Q1 25
$1.8M
Q4 24
$2.9M
Q3 24
$3.2M
Q2 24
$-5.6M
Q1 24
$1.9M
FCF Margin
DRCT
DRCT
SFBC
SFBC
Q4 25
73.4%
Q3 25
38.3%
Q2 25
-5.0%
Q1 25
19.8%
Q4 24
30.4%
Q3 24
35.5%
Q2 24
-65.4%
Q1 24
22.2%
Capex Intensity
DRCT
DRCT
SFBC
SFBC
Q4 25
1.8%
Q3 25
0.4%
Q2 25
0.2%
Q1 25
0.4%
Q4 24
0.8%
Q3 24
0.5%
Q2 24
18.7%
Q1 24
19.0%
Cash Conversion
DRCT
DRCT
SFBC
SFBC
Q4 25
Q3 25
2.24×
Q2 25
-0.24×
Q1 25
1.59×
Q4 24
Q3 24
2.84×
Q2 24
-5.05×
Q1 24
4.57×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DRCT
DRCT

Buy Side Advertising$8.2M98%
Other$183.0K2%

SFBC
SFBC

Segment breakdown not available.

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