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Side-by-side financial comparison of QUALYS, INC. (QLYS) 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 $175.3M, roughly 1.5× QUALYS, INC.). QUALYS, INC. runs the higher net margin — 30.3% vs 1.4%, a 29.0% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs -9.4%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 9.6%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
QLYS vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $260.4M |
| Net Profit | $53.1M | $3.5M |
| Gross Margin | 83.4% | 19.9% |
| Operating Margin | 33.6% | 6.5% |
| Net Margin | 30.3% | 1.4% |
| Revenue YoY | 10.1% | -9.4% |
| Net Profit YoY | 20.9% | -14.3% |
| EPS (diluted) | $1.47 | $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 | $175.3M | $260.4M | ||
| Q3 25 | $169.9M | $262.0M | ||
| Q2 25 | $164.1M | $223.9M | ||
| Q1 25 | $159.9M | $224.7M | ||
| Q4 24 | $159.2M | $287.5M | ||
| Q3 24 | $153.9M | $277.8M | ||
| Q2 24 | $148.7M | $220.9M | ||
| Q1 24 | $145.8M | $189.2M |
| Q4 25 | $53.1M | $3.5M | ||
| Q3 25 | $50.3M | $2.1M | ||
| Q2 25 | $47.3M | $2.4M | ||
| Q1 25 | $47.5M | $2.7M | ||
| Q4 24 | $44.0M | $4.1M | ||
| Q3 24 | $46.2M | $5.3M | ||
| Q2 24 | $43.8M | $3.6M | ||
| Q1 24 | $39.7M | $3.0M |
| Q4 25 | 83.4% | 19.9% | ||
| Q3 25 | 83.6% | 21.0% | ||
| Q2 25 | 82.4% | 23.2% | ||
| Q1 25 | 81.9% | 23.8% | ||
| Q4 24 | 81.8% | 25.5% | ||
| Q3 24 | 81.3% | 26.5% | ||
| Q2 24 | 82.2% | 26.7% | ||
| Q1 24 | 81.3% | 26.1% |
| Q4 25 | 33.6% | 6.5% | ||
| Q3 25 | 35.3% | 6.6% | ||
| Q2 25 | 31.3% | 7.7% | ||
| Q1 25 | 32.4% | 8.7% | ||
| Q4 24 | 31.0% | 10.4% | ||
| Q3 24 | 29.2% | 14.2% | ||
| Q2 24 | 32.3% | 11.7% | ||
| Q1 24 | 30.7% | 11.3% |
| Q4 25 | 30.3% | 1.4% | ||
| Q3 25 | 29.6% | 0.8% | ||
| Q2 25 | 28.8% | 1.1% | ||
| Q1 25 | 29.7% | 1.2% | ||
| Q4 24 | 27.6% | 1.4% | ||
| Q3 24 | 30.0% | 1.9% | ||
| Q2 24 | 29.4% | 1.7% | ||
| Q1 24 | 27.2% | 1.6% |
| Q4 25 | $1.47 | $0.39 | ||
| Q3 25 | $1.39 | $0.24 | ||
| Q2 25 | $1.29 | $0.26 | ||
| Q1 25 | $1.29 | $0.30 | ||
| Q4 24 | $1.19 | $0.50 | ||
| Q3 24 | $1.24 | $0.58 | ||
| Q2 24 | $1.17 | $0.40 | ||
| Q1 24 | $1.05 | $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 | $250.3M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $561.2M | $86.7M |
| Total Assets | $1.1B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.3M | $12.7M | ||
| Q3 25 | $225.3M | $14.8M | ||
| Q2 25 | $194.0M | $16.8M | ||
| Q1 25 | $290.7M | $12.7M | ||
| Q4 24 | $232.2M | $22.4M | ||
| Q3 24 | $235.4M | $23.7M | ||
| Q2 24 | $281.2M | $17.3M | ||
| Q1 24 | $273.8M | $32.8M |
| Q4 25 | $561.2M | $86.7M | ||
| Q3 25 | $529.4M | $82.2M | ||
| Q2 25 | $508.2M | $80.0M | ||
| Q1 25 | $498.0M | $76.9M | ||
| Q4 24 | $477.1M | $73.6M | ||
| Q3 24 | $449.6M | $68.4M | ||
| Q2 24 | $427.8M | $62.1M | ||
| Q1 24 | $404.2M | $59.7M |
| Q4 25 | $1.1B | $557.6M | ||
| Q3 25 | $1.0B | $571.6M | ||
| Q2 25 | $999.5M | $570.2M | ||
| Q1 25 | $996.5M | $513.9M | ||
| Q4 24 | $973.5M | $475.9M | ||
| Q3 24 | $908.3M | $460.1M | ||
| Q2 24 | $876.6M | $429.3M | ||
| Q1 24 | $861.8M | $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 | $75.7M | $9.8M |
| Free Cash FlowOCF − Capex | $74.9M | $8.7M |
| FCF MarginFCF / Revenue | 42.8% | 3.4% |
| Capex IntensityCapex / Revenue | 0.4% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.42× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.7M | $9.8M | ||
| Q3 25 | $90.4M | $22.8M | ||
| Q2 25 | $33.8M | $-28.9M | ||
| Q1 25 | $109.6M | $-34.9M | ||
| Q4 24 | $47.7M | $5.5M | ||
| Q3 24 | $61.0M | $22.9M | ||
| Q2 24 | $49.8M | $39.0K | ||
| Q1 24 | $85.5M | $-9.3M |
| Q4 25 | $74.9M | $8.7M | ||
| Q3 25 | $89.5M | $21.4M | ||
| Q2 25 | $32.4M | $-31.1M | ||
| Q1 25 | $107.5M | $-35.9M | ||
| Q4 24 | $41.9M | $4.8M | ||
| Q3 24 | $57.6M | $22.3M | ||
| Q2 24 | $48.8M | $-2.1M | ||
| Q1 24 | $83.5M | $-9.7M |
| Q4 25 | 42.8% | 3.4% | ||
| Q3 25 | 52.7% | 8.2% | ||
| Q2 25 | 19.8% | -13.9% | ||
| Q1 25 | 67.3% | -16.0% | ||
| Q4 24 | 26.3% | 1.7% | ||
| Q3 24 | 37.4% | 8.0% | ||
| Q2 24 | 32.8% | -1.0% | ||
| Q1 24 | 57.2% | -5.1% |
| Q4 25 | 0.4% | 0.4% | ||
| Q3 25 | 0.5% | 0.5% | ||
| Q2 25 | 0.8% | 0.9% | ||
| Q1 25 | 1.3% | 0.5% | ||
| Q4 24 | 3.7% | 0.2% | ||
| Q3 24 | 2.2% | 0.2% | ||
| Q2 24 | 0.7% | 1.0% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | 1.42× | 2.77× | ||
| Q3 25 | 1.80× | 10.70× | ||
| Q2 25 | 0.71× | -12.24× | ||
| Q1 25 | 2.31× | -13.01× | ||
| Q4 24 | 1.09× | 1.33× | ||
| Q3 24 | 1.32× | 4.28× | ||
| Q2 24 | 1.14× | 0.01× | ||
| Q1 24 | 2.15× | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
