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Side-by-side financial comparison of BRC Group Holdings, Inc. (RILY) 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 $188.3M, roughly 1.4× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 1.4%, a 46.6% gap on every dollar of revenue. On growth, Smith Douglas Homes Corp. posted the faster year-over-year revenue change (-9.4% vs -21.9%). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs -15.4%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
RILY vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $188.3M | $260.4M |
| Net Profit | $90.3M | $3.5M |
| Gross Margin | 79.5% | 19.9% |
| Operating Margin | 32.3% | 6.5% |
| Net Margin | 47.9% | 1.4% |
| Revenue YoY | -21.9% | -9.4% |
| Net Profit YoY | 1710.8% | -14.3% |
| EPS (diluted) | $2.78 | $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 | $188.3M | $260.4M | ||
| Q3 25 | $215.3M | $262.0M | ||
| Q2 25 | $188.2M | $223.9M | ||
| Q1 25 | $197.2M | $224.7M | ||
| Q4 24 | $241.0M | $287.5M | ||
| Q3 24 | $225.5M | $277.8M | ||
| Q2 24 | $256.0M | $220.9M | ||
| Q1 24 | $263.4M | $189.2M |
| Q4 25 | $90.3M | $3.5M | ||
| Q3 25 | $91.1M | $2.1M | ||
| Q2 25 | $139.5M | $2.4M | ||
| Q1 25 | $-10.0M | $2.7M | ||
| Q4 24 | $-5.6M | $4.1M | ||
| Q3 24 | $-284.4M | $5.3M | ||
| Q2 24 | $-433.6M | $3.6M | ||
| Q1 24 | $-49.2M | $3.0M |
| Q4 25 | 79.5% | 19.9% | ||
| Q3 25 | 83.7% | 21.0% | ||
| Q2 25 | 81.3% | 23.2% | ||
| Q1 25 | 81.4% | 23.8% | ||
| Q4 24 | 79.8% | 25.5% | ||
| Q3 24 | 82.1% | 26.5% | ||
| Q2 24 | 84.5% | 26.7% | ||
| Q1 24 | 85.3% | 26.1% |
| Q4 25 | 32.3% | 6.5% | ||
| Q3 25 | 30.4% | 6.6% | ||
| Q2 25 | 5.7% | 7.7% | ||
| Q1 25 | -31.2% | 8.7% | ||
| Q4 24 | -69.2% | 10.4% | ||
| Q3 24 | -36.4% | 14.2% | ||
| Q2 24 | -90.8% | 11.7% | ||
| Q1 24 | -6.1% | 11.3% |
| Q4 25 | 47.9% | 1.4% | ||
| Q3 25 | 42.3% | 0.8% | ||
| Q2 25 | 74.1% | 1.1% | ||
| Q1 25 | -5.1% | 1.2% | ||
| Q4 24 | -2.3% | 1.4% | ||
| Q3 24 | -126.1% | 1.9% | ||
| Q2 24 | -169.4% | 1.7% | ||
| Q1 24 | -18.7% | 1.6% |
| Q4 25 | $2.78 | $0.39 | ||
| Q3 25 | $2.91 | $0.24 | ||
| Q2 25 | $4.50 | $0.26 | ||
| Q1 25 | $-0.39 | $0.30 | ||
| Q4 24 | $-0.01 | $0.50 | ||
| Q3 24 | $-9.39 | $0.58 | ||
| Q2 24 | $-14.35 | $0.40 | ||
| Q1 24 | $-1.71 | $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 | $226.6M | $12.7M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $-171.5M | $86.7M |
| Total Assets | $1.7B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $226.6M | $12.7M | ||
| Q3 25 | $184.2M | $14.8M | ||
| Q2 25 | $267.4M | $16.8M | ||
| Q1 25 | $138.3M | $12.7M | ||
| Q4 24 | $146.9M | $22.4M | ||
| Q3 24 | $159.2M | $23.7M | ||
| Q2 24 | $236.9M | $17.3M | ||
| Q1 24 | $190.7M | $32.8M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-171.5M | $86.7M | ||
| Q3 25 | $-260.5M | $82.2M | ||
| Q2 25 | $-351.7M | $80.0M | ||
| Q1 25 | $-496.8M | $76.9M | ||
| Q4 24 | $-488.2M | $73.6M | ||
| Q3 24 | $-497.6M | $68.4M | ||
| Q2 24 | $-218.3M | $62.1M | ||
| Q1 24 | $228.4M | $59.7M |
| Q4 25 | $1.7B | $557.6M | ||
| Q3 25 | $1.7B | $571.6M | ||
| Q2 25 | $1.5B | $570.2M | ||
| Q1 25 | $1.5B | $513.9M | ||
| Q4 24 | $1.8B | $475.9M | ||
| Q3 24 | $2.2B | $460.1M | ||
| Q2 24 | $3.2B | $429.3M | ||
| Q1 24 | $5.0B | $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 | $26.2M | $9.8M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 3.4% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 0.29× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $9.8M | ||
| Q3 25 | $-60.6M | $22.8M | ||
| Q2 25 | $-25.6M | $-28.9M | ||
| Q1 25 | $184.0K | $-34.9M | ||
| Q4 24 | $-2.7M | $5.5M | ||
| Q3 24 | $19.5M | $22.9M | ||
| Q2 24 | $111.5M | $39.0K | ||
| Q1 24 | $135.4M | $-9.3M |
| 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 24 | — | $-9.7M |
| 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 24 | — | -5.1% |
| 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 24 | — | 0.2% |
| Q4 25 | 0.29× | 2.77× | ||
| Q3 25 | -0.66× | 10.70× | ||
| Q2 25 | -0.18× | -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
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
