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Side-by-side financial comparison of JFrog Ltd (FROG) 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 $145.3M, roughly 1.8× JFrog Ltd). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -10.5%, a 11.8% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -9.4%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $8.7M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 17.3%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
FROG vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $260.4M |
| Net Profit | $-15.2M | $3.5M |
| Gross Margin | 77.9% | 19.9% |
| Operating Margin | -14.7% | 6.5% |
| Net Margin | -10.5% | 1.4% |
| Revenue YoY | 25.2% | -9.4% |
| Net Profit YoY | 34.4% | -14.3% |
| EPS (diluted) | $-0.13 | $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 | $145.3M | $260.4M | ||
| Q3 25 | $136.9M | $262.0M | ||
| Q2 25 | $127.2M | $223.9M | ||
| Q1 25 | $122.4M | $224.7M | ||
| Q4 24 | $116.1M | $287.5M | ||
| Q3 24 | $109.1M | $277.8M | ||
| Q2 24 | $103.0M | $220.9M | ||
| Q1 24 | $100.3M | $189.2M |
| Q4 25 | $-15.2M | $3.5M | ||
| Q3 25 | $-16.4M | $2.1M | ||
| Q2 25 | $-21.7M | $2.4M | ||
| Q1 25 | $-18.5M | $2.7M | ||
| Q4 24 | $-23.2M | $4.1M | ||
| Q3 24 | $-22.9M | $5.3M | ||
| Q2 24 | $-14.3M | $3.6M | ||
| Q1 24 | $-8.8M | $3.0M |
| Q4 25 | 77.9% | 19.9% | ||
| Q3 25 | 77.4% | 21.0% | ||
| Q2 25 | 76.3% | 23.2% | ||
| Q1 25 | 75.3% | 23.8% | ||
| Q4 24 | 75.4% | 25.5% | ||
| Q3 24 | 75.0% | 26.5% | ||
| Q2 24 | 78.8% | 26.7% | ||
| Q1 24 | 79.5% | 26.1% |
| Q4 25 | -14.7% | 6.5% | ||
| Q3 25 | -15.8% | 6.6% | ||
| Q2 25 | -20.4% | 7.7% | ||
| Q1 25 | -18.8% | 8.7% | ||
| Q4 24 | -21.9% | 10.4% | ||
| Q3 24 | -27.4% | 14.2% | ||
| Q2 24 | -18.6% | 11.7% | ||
| Q1 24 | -16.6% | 11.3% |
| Q4 25 | -10.5% | 1.4% | ||
| Q3 25 | -12.0% | 0.8% | ||
| Q2 25 | -17.0% | 1.1% | ||
| Q1 25 | -15.1% | 1.2% | ||
| Q4 24 | -20.0% | 1.4% | ||
| Q3 24 | -21.0% | 1.9% | ||
| Q2 24 | -13.9% | 1.7% | ||
| Q1 24 | -8.8% | 1.6% |
| Q4 25 | $-0.13 | $0.39 | ||
| Q3 25 | $-0.14 | $0.24 | ||
| Q2 25 | $-0.19 | $0.26 | ||
| Q1 25 | $-0.16 | $0.30 | ||
| Q4 24 | $-0.21 | $0.50 | ||
| Q3 24 | $-0.21 | $0.58 | ||
| Q2 24 | $-0.13 | $0.40 | ||
| Q1 24 | $-0.08 | $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 | $704.4M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $86.7M |
| Total Assets | $1.3B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $12.7M | ||
| Q3 25 | $651.1M | $14.8M | ||
| Q2 25 | $611.7M | $16.8M | ||
| Q1 25 | $563.5M | $12.7M | ||
| Q4 24 | $522.0M | $22.4M | ||
| Q3 24 | $467.8M | $23.7M | ||
| Q2 24 | $591.3M | $17.3M | ||
| Q1 24 | $579.6M | $32.8M |
| Q4 25 | $887.4M | $86.7M | ||
| Q3 25 | $859.4M | $82.2M | ||
| Q2 25 | $826.5M | $80.0M | ||
| Q1 25 | $800.0M | $76.9M | ||
| Q4 24 | $773.5M | $73.6M | ||
| Q3 24 | $756.2M | $68.4M | ||
| Q2 24 | $721.4M | $62.1M | ||
| Q1 24 | $707.8M | $59.7M |
| Q4 25 | $1.3B | $557.6M | ||
| Q3 25 | $1.3B | $571.6M | ||
| Q2 25 | $1.2B | $570.2M | ||
| Q1 25 | $1.2B | $513.9M | ||
| Q4 24 | $1.1B | $475.9M | ||
| Q3 24 | $1.1B | $460.1M | ||
| Q2 24 | $1.0B | $429.3M | ||
| Q1 24 | $997.1M | $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 | $50.7M | $9.8M |
| Free Cash FlowOCF − Capex | $49.9M | $8.7M |
| FCF MarginFCF / Revenue | 34.3% | 3.4% |
| Capex IntensityCapex / Revenue | 0.6% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $9.8M | ||
| Q3 25 | $30.2M | $22.8M | ||
| Q2 25 | $36.1M | $-28.9M | ||
| Q1 25 | $28.8M | $-34.9M | ||
| Q4 24 | $49.1M | $5.5M | ||
| Q3 24 | $27.6M | $22.9M | ||
| Q2 24 | $16.7M | $39.0K | ||
| Q1 24 | $17.5M | $-9.3M |
| Q4 25 | $49.9M | $8.7M | ||
| Q3 25 | $28.8M | $21.4M | ||
| Q2 25 | $35.5M | $-31.1M | ||
| Q1 25 | $28.1M | $-35.9M | ||
| Q4 24 | $48.5M | $4.8M | ||
| Q3 24 | $26.7M | $22.3M | ||
| Q2 24 | $16.0M | $-2.1M | ||
| Q1 24 | $16.6M | $-9.7M |
| Q4 25 | 34.3% | 3.4% | ||
| Q3 25 | 21.0% | 8.2% | ||
| Q2 25 | 27.9% | -13.9% | ||
| Q1 25 | 23.0% | -16.0% | ||
| Q4 24 | 41.8% | 1.7% | ||
| Q3 24 | 24.5% | 8.0% | ||
| Q2 24 | 15.5% | -1.0% | ||
| Q1 24 | 16.6% | -5.1% |
| Q4 25 | 0.6% | 0.4% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 0.5% | 0.9% | ||
| Q1 25 | 0.5% | 0.5% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.9% | 0.2% | ||
| Q2 24 | 0.7% | 1.0% | ||
| Q1 24 | 0.8% | 0.2% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | — | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | — | 4.28× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
