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Side-by-side financial comparison of Genius Sports Ltd (GENI) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $260.4M, roughly 2.0× Smith Douglas Homes Corp.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -12.3%, a 13.7% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $8.7M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 17.3%).
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
GENI vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $510.9M | $260.4M |
| Net Profit | $-63.0M | $3.5M |
| Gross Margin | 25.2% | 19.9% |
| Operating Margin | -11.5% | 6.5% |
| Net Margin | -12.3% | 1.4% |
| Revenue YoY | — | -9.4% |
| Net Profit YoY | — | -14.3% |
| EPS (diluted) | — | $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 | $510.9M | $260.4M | ||
| Q3 25 | $335.4M | $262.0M | ||
| Q2 25 | $215.2M | $223.9M | ||
| Q1 25 | $119.7M | $224.7M | ||
| Q4 24 | $413.0M | $287.5M | ||
| Q3 24 | $285.8M | $277.8M | ||
| Q2 24 | $184.1M | $220.9M | ||
| Q1 24 | $97.2M | $189.2M |
| Q4 25 | $-63.0M | $3.5M | ||
| Q3 25 | — | $2.1M | ||
| Q2 25 | $-47.3M | $2.4M | ||
| Q1 25 | $-25.5M | $2.7M | ||
| Q4 24 | $-85.5M | $4.1M | ||
| Q3 24 | $-47.1M | $5.3M | ||
| Q2 24 | $-35.5M | $3.6M | ||
| Q1 24 | $-25.2M | $3.0M |
| Q4 25 | 25.2% | 19.9% | ||
| Q3 25 | 24.2% | 21.0% | ||
| Q2 25 | 19.1% | 23.2% | ||
| Q1 25 | 10.7% | 23.8% | ||
| Q4 24 | 16.7% | 25.5% | ||
| Q3 24 | 20.5% | 26.5% | ||
| Q2 24 | 18.6% | 26.7% | ||
| Q1 24 | 9.8% | 26.1% |
| Q4 25 | -11.5% | 6.5% | ||
| Q3 25 | -15.3% | 6.6% | ||
| Q2 25 | -21.0% | 7.7% | ||
| Q1 25 | -20.3% | 8.7% | ||
| Q4 24 | -18.0% | 10.4% | ||
| Q3 24 | -13.9% | 14.2% | ||
| Q2 24 | -16.8% | 11.7% | ||
| Q1 24 | -23.7% | 11.3% |
| Q4 25 | -12.3% | 1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | -22.0% | 1.1% | ||
| Q1 25 | -21.3% | 1.2% | ||
| Q4 24 | -20.7% | 1.4% | ||
| Q3 24 | -16.5% | 1.9% | ||
| Q2 24 | -19.3% | 1.7% | ||
| Q1 24 | -25.9% | 1.6% |
| Q4 25 | — | $0.39 | ||
| Q3 25 | — | $0.24 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.30 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $0.40 | ||
| Q1 24 | — | $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 | $280.6M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $724.5M | $86.7M |
| Total Assets | $1.1B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $280.6M | $12.7M | ||
| Q3 25 | $110.2M | $14.8M | ||
| Q2 25 | $110.2M | $16.8M | ||
| Q1 25 | $110.2M | $12.7M | ||
| Q4 24 | $100.3M | $22.4M | ||
| Q3 24 | $100.3M | $23.7M | ||
| Q2 24 | $100.3M | $17.3M | ||
| Q1 24 | $100.3M | $32.8M |
| Q4 25 | $724.5M | $86.7M | ||
| Q3 25 | $572.4M | $82.2M | ||
| Q2 25 | $572.4M | $80.0M | ||
| Q1 25 | $572.4M | $76.9M | ||
| Q4 24 | $573.0M | $73.6M | ||
| Q3 24 | $573.0M | $68.4M | ||
| Q2 24 | $573.0M | $62.1M | ||
| Q1 24 | $573.0M | $59.7M |
| Q4 25 | $1.1B | $557.6M | ||
| Q3 25 | $792.3M | $571.6M | ||
| Q2 25 | $792.3M | $570.2M | ||
| Q1 25 | $792.3M | $513.9M | ||
| Q4 24 | $775.7M | $475.9M | ||
| Q3 24 | $775.7M | $460.1M | ||
| Q2 24 | $775.7M | $429.3M | ||
| Q1 24 | $775.7M | $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 | $81.9M | $9.8M |
| Free Cash FlowOCF − Capex | $69.6M | $8.7M |
| FCF MarginFCF / Revenue | 13.6% | 3.4% |
| Capex IntensityCapex / Revenue | 2.4% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $33.5M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $81.9M | $9.8M | ||
| Q3 25 | $-4.8M | $22.8M | ||
| Q2 25 | $-1.2M | $-28.9M | ||
| Q1 25 | $-14.6M | $-34.9M | ||
| Q4 24 | $14.9M | $5.5M | ||
| Q3 24 | $-9.2M | $22.9M | ||
| Q2 24 | — | $39.0K | ||
| Q1 24 | — | $-9.3M |
| Q4 25 | $69.6M | $8.7M | ||
| Q3 25 | $-14.2M | $21.4M | ||
| Q2 25 | $-5.8M | $-31.1M | ||
| Q1 25 | $-16.0M | $-35.9M | ||
| Q4 24 | $11.3M | $4.8M | ||
| Q3 24 | $-11.6M | $22.3M | ||
| Q2 24 | — | $-2.1M | ||
| Q1 24 | — | $-9.7M |
| Q4 25 | 13.6% | 3.4% | ||
| Q3 25 | -4.2% | 8.2% | ||
| Q2 25 | -2.7% | -13.9% | ||
| Q1 25 | -13.4% | -16.0% | ||
| Q4 24 | 2.7% | 1.7% | ||
| Q3 24 | -4.1% | 8.0% | ||
| Q2 24 | — | -1.0% | ||
| Q1 24 | — | -5.1% |
| Q4 25 | 2.4% | 0.4% | ||
| Q3 25 | 2.8% | 0.5% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 1.2% | 0.5% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 0.9% | 0.2% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 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
GENI
Segment breakdown not available.
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
