vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) 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 $172.6M, roughly 1.5× Fastly, Inc.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -9.0%, a 10.3% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -9.4%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 13.7%).
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
FSLY vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $260.4M |
| Net Profit | $-15.5M | $3.5M |
| Gross Margin | 61.4% | 19.9% |
| Operating Margin | -8.7% | 6.5% |
| Net Margin | -9.0% | 1.4% |
| Revenue YoY | 22.8% | -9.4% |
| Net Profit YoY | 52.9% | -14.3% |
| EPS (diluted) | $-0.10 | $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 | $172.6M | $260.4M | ||
| Q3 25 | $158.2M | $262.0M | ||
| Q2 25 | $148.7M | $223.9M | ||
| Q1 25 | $144.5M | $224.7M | ||
| Q4 24 | $140.6M | $287.5M | ||
| Q3 24 | $137.2M | $277.8M | ||
| Q2 24 | $132.4M | $220.9M | ||
| Q1 24 | $133.5M | $189.2M |
| Q4 25 | $-15.5M | $3.5M | ||
| Q3 25 | $-29.5M | $2.1M | ||
| Q2 25 | $-37.5M | $2.4M | ||
| Q1 25 | $-39.1M | $2.7M | ||
| Q4 24 | $-32.9M | $4.1M | ||
| Q3 24 | $-38.0M | $5.3M | ||
| Q2 24 | $-43.7M | $3.6M | ||
| Q1 24 | $-43.4M | $3.0M |
| Q4 25 | 61.4% | 19.9% | ||
| Q3 25 | 58.4% | 21.0% | ||
| Q2 25 | 54.5% | 23.2% | ||
| Q1 25 | 53.2% | 23.8% | ||
| Q4 24 | 53.4% | 25.5% | ||
| Q3 24 | 54.5% | 26.5% | ||
| Q2 24 | 55.1% | 26.7% | ||
| Q1 24 | 54.8% | 26.1% |
| Q4 25 | -8.7% | 6.5% | ||
| Q3 25 | -18.2% | 6.6% | ||
| Q2 25 | -24.8% | 7.7% | ||
| Q1 25 | -26.4% | 8.7% | ||
| Q4 24 | -24.4% | 10.4% | ||
| Q3 24 | -29.6% | 14.2% | ||
| Q2 24 | -35.3% | 11.7% | ||
| Q1 24 | -34.6% | 11.3% |
| Q4 25 | -9.0% | 1.4% | ||
| Q3 25 | -18.6% | 0.8% | ||
| Q2 25 | -25.2% | 1.1% | ||
| Q1 25 | -27.1% | 1.2% | ||
| Q4 24 | -23.4% | 1.4% | ||
| Q3 24 | -27.7% | 1.9% | ||
| Q2 24 | -33.0% | 1.7% | ||
| Q1 24 | -32.5% | 1.6% |
| Q4 25 | $-0.10 | $0.39 | ||
| Q3 25 | $-0.20 | $0.24 | ||
| Q2 25 | $-0.26 | $0.26 | ||
| Q1 25 | $-0.27 | $0.30 | ||
| Q4 24 | $-0.23 | $0.50 | ||
| Q3 24 | $-0.27 | $0.58 | ||
| Q2 24 | $-0.32 | $0.40 | ||
| Q1 24 | $-0.32 | $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 | $361.8M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $86.7M |
| Total Assets | $1.5B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $12.7M | ||
| Q3 25 | $342.9M | $14.8M | ||
| Q2 25 | $321.2M | $16.8M | ||
| Q1 25 | $307.3M | $12.7M | ||
| Q4 24 | $295.9M | $22.4M | ||
| Q3 24 | $308.2M | $23.7M | ||
| Q2 24 | $311.8M | $17.3M | ||
| Q1 24 | $329.5M | $32.8M |
| Q4 25 | $929.6M | $86.7M | ||
| Q3 25 | $937.0M | $82.2M | ||
| Q2 25 | $942.6M | $80.0M | ||
| Q1 25 | $957.0M | $76.9M | ||
| Q4 24 | $965.3M | $73.6M | ||
| Q3 24 | $969.5M | $68.4M | ||
| Q2 24 | $981.2M | $62.1M | ||
| Q1 24 | $991.8M | $59.7M |
| Q4 25 | $1.5B | $557.6M | ||
| Q3 25 | $1.5B | $571.6M | ||
| Q2 25 | $1.5B | $570.2M | ||
| Q1 25 | $1.4B | $513.9M | ||
| Q4 24 | $1.5B | $475.9M | ||
| Q3 24 | $1.5B | $460.1M | ||
| Q2 24 | $1.5B | $429.3M | ||
| Q1 24 | $1.5B | $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 | $22.4M | $9.8M |
| Free Cash FlowOCF − Capex | $12.2M | $8.7M |
| FCF MarginFCF / Revenue | 7.1% | 3.4% |
| Capex IntensityCapex / Revenue | 5.9% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $9.8M | ||
| Q3 25 | $28.9M | $22.8M | ||
| Q2 25 | $25.8M | $-28.9M | ||
| Q1 25 | $17.3M | $-34.9M | ||
| Q4 24 | $5.2M | $5.5M | ||
| Q3 24 | $5.0M | $22.9M | ||
| Q2 24 | $-4.9M | $39.0K | ||
| Q1 24 | $11.1M | $-9.3M |
| Q4 25 | $12.2M | $8.7M | ||
| Q3 25 | $22.9M | $21.4M | ||
| Q2 25 | $15.9M | $-31.1M | ||
| Q1 25 | $14.7M | $-35.9M | ||
| Q4 24 | $251.0K | $4.8M | ||
| Q3 24 | $3.0M | $22.3M | ||
| Q2 24 | $-6.7M | $-2.1M | ||
| Q1 24 | $9.5M | $-9.7M |
| Q4 25 | 7.1% | 3.4% | ||
| Q3 25 | 14.5% | 8.2% | ||
| Q2 25 | 10.7% | -13.9% | ||
| Q1 25 | 10.2% | -16.0% | ||
| Q4 24 | 0.2% | 1.7% | ||
| Q3 24 | 2.2% | 8.0% | ||
| Q2 24 | -5.1% | -1.0% | ||
| Q1 24 | 7.1% | -5.1% |
| Q4 25 | 5.9% | 0.4% | ||
| Q3 25 | 3.8% | 0.5% | ||
| Q2 25 | 6.6% | 0.9% | ||
| Q1 25 | 1.8% | 0.5% | ||
| Q4 24 | 3.5% | 0.2% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 1.3% | 1.0% | ||
| Q1 24 | 1.2% | 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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
