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Side-by-side financial comparison of Lovesac Co (LOVE) 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 $150.2M, roughly 1.7× Lovesac Co). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -7.0%, a 8.4% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $-10.2M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
LOVE vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $260.4M |
| Net Profit | $-10.6M | $3.5M |
| Gross Margin | 56.1% | 19.9% |
| Operating Margin | -10.5% | 6.5% |
| Net Margin | -7.0% | 1.4% |
| Revenue YoY | 0.2% | -9.4% |
| Net Profit YoY | -114.0% | -14.3% |
| EPS (diluted) | $-0.72 | $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 | $150.2M | $260.4M | ||
| Q3 25 | $160.5M | $262.0M | ||
| Q2 25 | $138.4M | $223.9M | ||
| Q1 25 | $241.5M | $224.7M | ||
| Q4 24 | $149.9M | $287.5M | ||
| Q3 24 | $156.6M | $277.8M | ||
| Q2 24 | $132.6M | $220.9M | ||
| Q1 24 | $250.5M | $189.2M |
| Q4 25 | $-10.6M | $3.5M | ||
| Q3 25 | $-6.7M | $2.1M | ||
| Q2 25 | $-10.8M | $2.4M | ||
| Q1 25 | $35.3M | $2.7M | ||
| Q4 24 | $-4.9M | $4.1M | ||
| Q3 24 | $-5.9M | $5.3M | ||
| Q2 24 | $-13.0M | $3.6M | ||
| Q1 24 | $31.0M | $3.0M |
| Q4 25 | 56.1% | 19.9% | ||
| Q3 25 | 56.4% | 21.0% | ||
| Q2 25 | 53.7% | 23.2% | ||
| Q1 25 | 60.4% | 23.8% | ||
| Q4 24 | 58.5% | 25.5% | ||
| Q3 24 | 59.0% | 26.5% | ||
| Q2 24 | 54.3% | 26.7% | ||
| Q1 24 | 59.7% | 26.1% |
| Q4 25 | -10.5% | 6.5% | ||
| Q3 25 | -5.5% | 6.6% | ||
| Q2 25 | -10.8% | 7.7% | ||
| Q1 25 | 19.7% | 8.7% | ||
| Q4 24 | -5.2% | 10.4% | ||
| Q3 24 | -5.3% | 14.2% | ||
| Q2 24 | -13.5% | 11.7% | ||
| Q1 24 | 16.1% | 11.3% |
| Q4 25 | -7.0% | 1.4% | ||
| Q3 25 | -4.1% | 0.8% | ||
| Q2 25 | -7.8% | 1.1% | ||
| Q1 25 | 14.6% | 1.2% | ||
| Q4 24 | -3.3% | 1.4% | ||
| Q3 24 | -3.7% | 1.9% | ||
| Q2 24 | -9.8% | 1.7% | ||
| Q1 24 | 12.4% | 1.6% |
| Q4 25 | $-0.72 | $0.39 | ||
| Q3 25 | $-0.45 | $0.24 | ||
| Q2 25 | $-0.73 | $0.26 | ||
| Q1 25 | $2.22 | $0.30 | ||
| Q4 24 | $-0.32 | $0.50 | ||
| Q3 24 | $-0.38 | $0.58 | ||
| Q2 24 | $-0.83 | $0.40 | ||
| Q1 24 | $1.91 | $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 | $23.7M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $86.7M |
| Total Assets | $495.5M | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $12.7M | ||
| Q3 25 | $34.2M | $14.8M | ||
| Q2 25 | $26.9M | $16.8M | ||
| Q1 25 | $83.7M | $12.7M | ||
| Q4 24 | $61.7M | $22.4M | ||
| Q3 24 | $72.1M | $23.7M | ||
| Q2 24 | $72.4M | $17.3M | ||
| Q1 24 | $87.0M | $32.8M |
| Q4 25 | $189.3M | $86.7M | ||
| Q3 25 | $197.5M | $82.2M | ||
| Q2 25 | $201.2M | $80.0M | ||
| Q1 25 | $216.4M | $76.9M | ||
| Q4 24 | $196.5M | $73.6M | ||
| Q3 24 | $202.1M | $68.4M | ||
| Q2 24 | $205.3M | $62.1M | ||
| Q1 24 | $217.5M | $59.7M |
| Q4 25 | $495.5M | $557.6M | ||
| Q3 25 | $493.7M | $571.6M | ||
| Q2 25 | $483.7M | $570.2M | ||
| Q1 25 | $532.3M | $513.9M | ||
| Q4 24 | $499.7M | $475.9M | ||
| Q3 24 | $481.1M | $460.1M | ||
| Q2 24 | $477.2M | $429.3M | ||
| Q1 24 | $482.2M | $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 | $-4.9M | $9.8M |
| Free Cash FlowOCF − Capex | $-10.2M | $8.7M |
| FCF MarginFCF / Revenue | -6.8% | 3.4% |
| Capex IntensityCapex / Revenue | 3.5% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $9.8M | ||
| Q3 25 | $12.2M | $22.8M | ||
| Q2 25 | $-41.4M | $-28.9M | ||
| Q1 25 | $44.0M | $-34.9M | ||
| Q4 24 | $-4.2M | $5.5M | ||
| Q3 24 | $6.2M | $22.9M | ||
| Q2 24 | $-7.0M | $39.0K | ||
| Q1 24 | $56.3M | $-9.3M |
| Q4 25 | $-10.2M | $8.7M | ||
| Q3 25 | $7.8M | $21.4M | ||
| Q2 25 | $-50.0M | $-31.1M | ||
| Q1 25 | $38.7M | $-35.9M | ||
| Q4 24 | $-6.6M | $4.8M | ||
| Q3 24 | $119.0K | $22.3M | ||
| Q2 24 | $-14.3M | $-2.1M | ||
| Q1 24 | $49.5M | $-9.7M |
| Q4 25 | -6.8% | 3.4% | ||
| Q3 25 | 4.9% | 8.2% | ||
| Q2 25 | -36.1% | -13.9% | ||
| Q1 25 | 16.0% | -16.0% | ||
| Q4 24 | -4.4% | 1.7% | ||
| Q3 24 | 0.1% | 8.0% | ||
| Q2 24 | -10.8% | -1.0% | ||
| Q1 24 | 19.8% | -5.1% |
| Q4 25 | 3.5% | 0.4% | ||
| Q3 25 | 2.7% | 0.5% | ||
| Q2 25 | 6.2% | 0.9% | ||
| Q1 25 | 2.2% | 0.5% | ||
| Q4 24 | 1.6% | 0.2% | ||
| Q3 24 | 3.9% | 0.2% | ||
| Q2 24 | 5.5% | 1.0% | ||
| Q1 24 | 2.7% | 0.2% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | 1.25× | -13.01× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | — | 4.28× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | 1.82× | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
