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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $260.4M, roughly 2.0× Smith Douglas Homes Corp.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs 1.2%, a 0.1% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs -9.4%). Distribution Solutions Group, Inc. produced more free cash flow last quarter ($32.9M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 13.1%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
DSGR vs SDHC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $260.4M |
| Net Profit | $6.5M | $3.5M |
| Gross Margin | 32.9% | 19.9% |
| Operating Margin | 4.6% | 6.5% |
| Net Margin | 1.2% | 1.4% |
| Revenue YoY | 10.7% | -9.4% |
| Net Profit YoY | -70.6% | -14.3% |
| EPS (diluted) | $0.14 | $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 | — | $260.4M | ||
| Q3 25 | $518.0M | $262.0M | ||
| Q2 25 | $502.4M | $223.9M | ||
| Q1 25 | $478.0M | $224.7M | ||
| Q4 24 | $480.5M | $287.5M | ||
| Q3 24 | $468.0M | $277.8M | ||
| Q2 24 | $439.5M | $220.9M | ||
| Q1 24 | $416.1M | $189.2M |
| Q4 25 | — | $3.5M | ||
| Q3 25 | $6.5M | $2.1M | ||
| Q2 25 | $5.0M | $2.4M | ||
| Q1 25 | $3.3M | $2.7M | ||
| Q4 24 | $-25.9M | $4.1M | ||
| Q3 24 | $21.9M | $5.3M | ||
| Q2 24 | $1.9M | $3.6M | ||
| Q1 24 | $-5.2M | $3.0M |
| Q4 25 | — | 19.9% | ||
| Q3 25 | 32.9% | 21.0% | ||
| Q2 25 | 33.9% | 23.2% | ||
| Q1 25 | 34.3% | 23.8% | ||
| Q4 24 | 33.3% | 25.5% | ||
| Q3 24 | 33.9% | 26.5% | ||
| Q2 24 | 34.5% | 26.7% | ||
| Q1 24 | 34.5% | 26.1% |
| Q4 25 | — | 6.5% | ||
| Q3 25 | 4.6% | 6.6% | ||
| Q2 25 | 5.3% | 7.7% | ||
| Q1 25 | 4.2% | 8.7% | ||
| Q4 24 | 4.2% | 10.4% | ||
| Q3 24 | 4.0% | 14.2% | ||
| Q2 24 | 3.2% | 11.7% | ||
| Q1 24 | 0.7% | 11.3% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 1.2% | 0.8% | ||
| Q2 25 | 1.0% | 1.1% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | -5.4% | 1.4% | ||
| Q3 24 | 4.7% | 1.9% | ||
| Q2 24 | 0.4% | 1.7% | ||
| Q1 24 | -1.3% | 1.6% |
| Q4 25 | — | $0.39 | ||
| Q3 25 | $0.14 | $0.24 | ||
| Q2 25 | $0.11 | $0.26 | ||
| Q1 25 | $0.07 | $0.30 | ||
| Q4 24 | $-0.55 | $0.50 | ||
| Q3 24 | $0.46 | $0.58 | ||
| Q2 24 | $0.04 | $0.40 | ||
| Q1 24 | $-0.11 | $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 | $69.2M | $12.7M |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $86.7M |
| Total Assets | $1.8B | $557.6M |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $12.7M | ||
| Q3 25 | $69.2M | $14.8M | ||
| Q2 25 | $47.4M | $16.8M | ||
| Q1 25 | $65.4M | $12.7M | ||
| Q4 24 | $66.5M | $22.4M | ||
| Q3 24 | $61.3M | $23.7M | ||
| Q2 24 | $46.8M | $17.3M | ||
| Q1 24 | $73.1M | $32.8M |
| Q4 25 | — | — | ||
| Q3 25 | $665.5M | — | ||
| Q2 25 | $675.0M | — | ||
| Q1 25 | $712.4M | — | ||
| Q4 24 | $693.9M | — | ||
| Q3 24 | $704.1M | — | ||
| Q2 24 | $573.7M | — | ||
| Q1 24 | $535.7M | — |
| Q4 25 | — | $86.7M | ||
| Q3 25 | $653.9M | $82.2M | ||
| Q2 25 | $649.4M | $80.0M | ||
| Q1 25 | $636.7M | $76.9M | ||
| Q4 24 | $640.5M | $73.6M | ||
| Q3 24 | $680.8M | $68.4M | ||
| Q2 24 | $653.3M | $62.1M | ||
| Q1 24 | $654.7M | $59.7M |
| Q4 25 | — | $557.6M | ||
| Q3 25 | $1.8B | $571.6M | ||
| Q2 25 | $1.8B | $570.2M | ||
| Q1 25 | $1.8B | $513.9M | ||
| Q4 24 | $1.7B | $475.9M | ||
| Q3 24 | $1.8B | $460.1M | ||
| Q2 24 | $1.6B | $429.3M | ||
| Q1 24 | $1.5B | $401.3M |
| Q4 25 | — | — | ||
| Q3 25 | 1.02× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.82× | — |
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 | $38.4M | $9.8M |
| Free Cash FlowOCF − Capex | $32.9M | $8.7M |
| FCF MarginFCF / Revenue | 6.3% | 3.4% |
| Capex IntensityCapex / Revenue | 1.1% | 0.4% |
| Cash ConversionOCF / Net Profit | 5.95× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $9.8M | ||
| Q3 25 | $38.4M | $22.8M | ||
| Q2 25 | $33.3M | $-28.9M | ||
| Q1 25 | $-4.8M | $-34.9M | ||
| Q4 24 | $45.7M | $5.5M | ||
| Q3 24 | $-17.3M | $22.9M | ||
| Q2 24 | $21.4M | $39.0K | ||
| Q1 24 | $6.6M | $-9.3M |
| Q4 25 | — | $8.7M | ||
| Q3 25 | $32.9M | $21.4M | ||
| Q2 25 | $28.7M | $-31.1M | ||
| Q1 25 | $-10.4M | $-35.9M | ||
| Q4 24 | $41.1M | $4.8M | ||
| Q3 24 | $-20.5M | $22.3M | ||
| Q2 24 | $18.0M | $-2.1M | ||
| Q1 24 | $4.2M | $-9.7M |
| Q4 25 | — | 3.4% | ||
| Q3 25 | 6.3% | 8.2% | ||
| Q2 25 | 5.7% | -13.9% | ||
| Q1 25 | -2.2% | -16.0% | ||
| Q4 24 | 8.6% | 1.7% | ||
| Q3 24 | -4.4% | 8.0% | ||
| Q2 24 | 4.1% | -1.0% | ||
| Q1 24 | 1.0% | -5.1% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 0.9% | 0.9% | ||
| Q1 25 | 1.2% | 0.5% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 0.8% | 1.0% | ||
| Q1 24 | 0.6% | 0.2% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | 5.95× | 10.70× | ||
| Q2 25 | 6.66× | -12.24× | ||
| Q1 25 | -1.46× | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | -0.79× | 4.28× | ||
| Q2 24 | 11.28× | 0.01× | ||
| Q1 24 | — | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
