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Side-by-side financial comparison of Phillips Edison & Company, Inc. (PECO) 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 $190.7M, roughly 1.4× Phillips Edison & Company, Inc.). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs 1.4%, a 16.1% gap on every dollar of revenue. On growth, Phillips Edison & Company, Inc. posted the faster year-over-year revenue change (7.0% vs -9.4%). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 8.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
PECO vs SDHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $190.7M | $260.4M |
| Net Profit | $33.2M | $3.5M |
| Gross Margin | — | 19.9% |
| Operating Margin | 30.5% | 6.5% |
| Net Margin | 17.4% | 1.4% |
| Revenue YoY | 7.0% | -9.4% |
| Net Profit YoY | 15.1% | -14.3% |
| EPS (diluted) | $0.24 | $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.
| Q1 26 | $190.7M | — | ||
| Q4 25 | $187.9M | $260.4M | ||
| Q3 25 | $182.7M | $262.0M | ||
| Q2 25 | $177.8M | $223.9M | ||
| Q1 25 | $178.3M | $224.7M | ||
| Q4 24 | $173.0M | $287.5M | ||
| Q3 24 | $165.5M | $277.8M | ||
| Q2 24 | $161.5M | $220.9M |
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $3.5M | ||
| Q3 25 | $24.7M | $2.1M | ||
| Q2 25 | $12.8M | $2.4M | ||
| Q1 25 | $26.3M | $2.7M | ||
| Q4 24 | $18.1M | $4.1M | ||
| Q3 24 | $11.6M | $5.3M | ||
| Q2 24 | $15.3M | $3.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.8% | ||
| Q4 24 | — | 25.5% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 26.7% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | — | 11.7% |
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | 1.4% | ||
| Q3 25 | 13.5% | 0.8% | ||
| Q2 25 | 7.2% | 1.1% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 10.5% | 1.4% | ||
| Q3 24 | 7.0% | 1.9% | ||
| Q2 24 | 9.5% | 1.7% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | $0.39 | ||
| Q3 25 | $0.20 | $0.24 | ||
| Q2 25 | $0.10 | $0.26 | ||
| Q1 25 | $0.21 | $0.30 | ||
| Q4 24 | $0.16 | $0.50 | ||
| Q3 24 | $0.09 | $0.58 | ||
| Q2 24 | $0.12 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $86.7M |
| Total Assets | $5.4B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $12.7M | ||
| Q3 25 | $4.1M | $14.8M | ||
| Q2 25 | $5.6M | $16.8M | ||
| Q1 25 | $5.5M | $12.7M | ||
| Q4 24 | $4.9M | $22.4M | ||
| Q3 24 | $6.4M | $23.7M | ||
| Q2 24 | $7.1M | $17.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $86.7M | ||
| Q3 25 | $2.3B | $82.2M | ||
| Q2 25 | $2.3B | $80.0M | ||
| Q1 25 | $2.3B | $76.9M | ||
| Q4 24 | $2.3B | $73.6M | ||
| Q3 24 | $2.2B | $68.4M | ||
| Q2 24 | $2.3B | $62.1M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $557.6M | ||
| Q3 25 | $5.3B | $571.6M | ||
| Q2 25 | $5.3B | $570.2M | ||
| Q1 25 | $5.2B | $513.9M | ||
| Q4 24 | $5.0B | $475.9M | ||
| Q3 24 | $5.0B | $460.1M | ||
| Q2 24 | $4.9B | $429.3M |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | — |
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 | $55.6M | $9.8M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 3.4% |
| Capex IntensityCapex / Revenue | 12.6% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.67× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $9.8M | ||
| Q3 25 | $95.4M | $22.8M | ||
| Q2 25 | $96.1M | $-28.9M | ||
| Q1 25 | $60.5M | $-34.9M | ||
| Q4 24 | $334.7M | $5.5M | ||
| Q3 24 | $109.1M | $22.9M | ||
| Q2 24 | $78.5M | $39.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | $8.7M | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $-31.1M | ||
| Q1 25 | — | $-35.9M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-2.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -13.9% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | -1.0% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 1.0% |
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | 2.77× | ||
| Q3 25 | 3.87× | 10.70× | ||
| Q2 25 | 7.52× | -12.24× | ||
| Q1 25 | 2.30× | -13.01× | ||
| Q4 24 | 18.45× | 1.33× | ||
| Q3 24 | 9.40× | 4.28× | ||
| Q2 24 | 5.14× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
