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Side-by-side financial comparison of NETSCOUT SYSTEMS INC (NTCT) 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 $250.7M, roughly 1.0× NETSCOUT SYSTEMS INC). NETSCOUT SYSTEMS INC runs the higher net margin — 22.0% vs 1.4%, a 20.6% gap on every dollar of revenue. On growth, NETSCOUT SYSTEMS INC posted the faster year-over-year revenue change (-0.5% vs -9.4%). NETSCOUT SYSTEMS INC produced more free cash flow last quarter ($59.3M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 11.0%).
NETSCOUT Systems, Inc. is an American technology company that specializes in software observability, deep packet inspection, DDoS mitigation and AIOps. Headquartered in Westford, Massachusetts, the company was founded in 1984 by Anil Singhal and Narendra Popat, originally under the name Frontier Software.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
NTCT vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $250.7M | $260.4M |
| Net Profit | $55.1M | $3.5M |
| Gross Margin | 81.6% | 19.9% |
| Operating Margin | 25.7% | 6.5% |
| Net Margin | 22.0% | 1.4% |
| Revenue YoY | -0.5% | -9.4% |
| Net Profit YoY | 13.0% | -14.3% |
| EPS (diluted) | $0.75 | $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 | $250.7M | $260.4M | ||
| Q3 25 | $219.0M | $262.0M | ||
| Q2 25 | $186.7M | $223.9M | ||
| Q1 25 | $205.0M | $224.7M | ||
| Q4 24 | $252.0M | $287.5M | ||
| Q3 24 | $191.1M | $277.8M | ||
| Q2 24 | $174.6M | $220.9M | ||
| Q1 24 | $203.4M | $189.2M |
| Q4 25 | $55.1M | $3.5M | ||
| Q3 25 | $25.8M | $2.1M | ||
| Q2 25 | $-3.7M | $2.4M | ||
| Q1 25 | $18.6M | $2.7M | ||
| Q4 24 | $48.8M | $4.1M | ||
| Q3 24 | $9.0M | $5.3M | ||
| Q2 24 | $-443.4M | $3.6M | ||
| Q1 24 | $-32.4M | $3.0M |
| Q4 25 | 81.6% | 19.9% | ||
| Q3 25 | 80.1% | 21.0% | ||
| Q2 25 | 76.7% | 23.2% | ||
| Q1 25 | 77.7% | 23.8% | ||
| Q4 24 | 81.5% | 25.5% | ||
| Q3 24 | 78.0% | 26.5% | ||
| Q2 24 | 74.6% | 26.7% | ||
| Q1 24 | 75.3% | 26.1% |
| Q4 25 | 25.7% | 6.5% | ||
| Q3 25 | 14.8% | 6.6% | ||
| Q2 25 | -3.5% | 7.7% | ||
| Q1 25 | 9.7% | 8.7% | ||
| Q4 24 | 24.5% | 10.4% | ||
| Q3 24 | 7.4% | 14.2% | ||
| Q2 24 | -265.4% | 11.7% | ||
| Q1 24 | -18.2% | 11.3% |
| Q4 25 | 22.0% | 1.4% | ||
| Q3 25 | 11.8% | 0.8% | ||
| Q2 25 | -2.0% | 1.1% | ||
| Q1 25 | 9.1% | 1.2% | ||
| Q4 24 | 19.4% | 1.4% | ||
| Q3 24 | 4.7% | 1.9% | ||
| Q2 24 | -254.0% | 1.7% | ||
| Q1 24 | -15.9% | 1.6% |
| Q4 25 | $0.75 | $0.39 | ||
| Q3 25 | $0.35 | $0.24 | ||
| Q2 25 | $-0.05 | $0.26 | ||
| Q1 25 | $0.28 | $0.30 | ||
| Q4 24 | $0.67 | $0.50 | ||
| Q3 24 | $0.13 | $0.58 | ||
| Q2 24 | $-6.20 | $0.40 | ||
| Q1 24 | $-0.43 | $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 | $540.6M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | $86.7M |
| Total Assets | $2.3B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $540.6M | $12.7M | ||
| Q3 25 | $483.4M | $14.8M | ||
| Q2 25 | $489.6M | $16.8M | ||
| Q1 25 | $457.4M | $12.7M | ||
| Q4 24 | $398.4M | $22.4M | ||
| Q3 24 | $363.4M | $23.7M | ||
| Q2 24 | $362.2M | $17.3M | ||
| Q1 24 | $389.7M | $32.8M |
| Q4 25 | $1.6B | $86.7M | ||
| Q3 25 | $1.6B | $82.2M | ||
| Q2 25 | $1.5B | $80.0M | ||
| Q1 25 | $1.6B | $76.9M | ||
| Q4 24 | $1.5B | $73.6M | ||
| Q3 24 | $1.5B | $68.4M | ||
| Q2 24 | $1.4B | $62.1M | ||
| Q1 24 | $1.9B | $59.7M |
| Q4 25 | $2.3B | $557.6M | ||
| Q3 25 | $2.2B | $571.6M | ||
| Q2 25 | $2.2B | $570.2M | ||
| Q1 25 | $2.2B | $513.9M | ||
| Q4 24 | $2.2B | $475.9M | ||
| Q3 24 | $2.1B | $460.1M | ||
| Q2 24 | $2.1B | $429.3M | ||
| Q1 24 | $2.6B | $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 | $62.1M | $9.8M |
| Free Cash FlowOCF − Capex | $59.3M | $8.7M |
| FCF MarginFCF / Revenue | 23.6% | 3.4% |
| Capex IntensityCapex / Revenue | 1.1% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.13× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $275.5M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $62.1M | $9.8M | ||
| Q3 25 | $6.7M | $22.8M | ||
| Q2 25 | $73.6M | $-28.9M | ||
| Q1 25 | $141.5M | $-34.9M | ||
| Q4 24 | $41.5M | $5.5M | ||
| Q3 24 | $-3.7M | $22.9M | ||
| Q2 24 | $38.4M | $39.0K | ||
| Q1 24 | $93.6M | $-9.3M |
| Q4 25 | $59.3M | $8.7M | ||
| Q3 25 | $4.4M | $21.4M | ||
| Q2 25 | $71.7M | $-31.1M | ||
| Q1 25 | $140.1M | $-35.9M | ||
| Q4 24 | $39.6M | $4.8M | ||
| Q3 24 | $-4.6M | $22.3M | ||
| Q2 24 | $37.2M | $-2.1M | ||
| Q1 24 | $92.0M | $-9.7M |
| Q4 25 | 23.6% | 3.4% | ||
| Q3 25 | 2.0% | 8.2% | ||
| Q2 25 | 38.4% | -13.9% | ||
| Q1 25 | 68.4% | -16.0% | ||
| Q4 24 | 15.7% | 1.7% | ||
| Q3 24 | -2.4% | 8.0% | ||
| Q2 24 | 21.3% | -1.0% | ||
| Q1 24 | 45.2% | -5.1% |
| Q4 25 | 1.1% | 0.4% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 1.0% | 0.9% | ||
| Q1 25 | 0.7% | 0.5% | ||
| Q4 24 | 0.7% | 0.2% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.7% | 1.0% | ||
| Q1 24 | 0.8% | 0.2% |
| Q4 25 | 1.13× | 2.77× | ||
| Q3 25 | 0.26× | 10.70× | ||
| Q2 25 | — | -12.24× | ||
| Q1 25 | 7.60× | -13.01× | ||
| Q4 24 | 0.85× | 1.33× | ||
| Q3 24 | -0.41× | 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
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
