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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $260.4M, roughly 1.3× Smith Douglas Homes Corp.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -39.4%, a 40.7% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs -9.4%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $8.7M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 17.3%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
SDHC vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $335.4M |
| Net Profit | $3.5M | $-132.1M |
| Gross Margin | 19.9% | 22.2% |
| Operating Margin | 6.5% | -14.4% |
| Net Margin | 1.4% | -39.4% |
| Revenue YoY | -9.4% | 70.9% |
| Net Profit YoY | -14.3% | 54.0% |
| EPS (diluted) | $0.39 | $-2.21 |
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 | $260.4M | $335.4M | ||
| Q3 25 | $262.0M | $340.2M | ||
| Q2 25 | $223.9M | $289.4M | ||
| Q1 25 | $224.7M | $219.5M | ||
| Q4 24 | $287.5M | $196.2M | ||
| Q3 24 | $277.8M | $235.4M | ||
| Q2 24 | $220.9M | $265.4M | ||
| Q1 24 | $189.2M | $204.4M |
| Q4 25 | $3.5M | $-132.1M | ||
| Q3 25 | $2.1M | $-50.1M | ||
| Q2 25 | $2.4M | $-124.7M | ||
| Q1 25 | $2.7M | $-98.5M | ||
| Q4 24 | $4.1M | $-287.4M | ||
| Q3 24 | $5.3M | $-1.2B | ||
| Q2 24 | $3.6M | $-130.8M | ||
| Q1 24 | $3.0M | $-157.3M |
| Q4 25 | 19.9% | 22.2% | ||
| Q3 25 | 21.0% | 21.2% | ||
| Q2 25 | 23.2% | 11.1% | ||
| Q1 25 | 23.8% | 8.0% | ||
| Q4 24 | 25.5% | -57.2% | ||
| Q3 24 | 26.5% | -309.1% | ||
| Q2 24 | 26.7% | -4.1% | ||
| Q1 24 | 26.1% | -12.8% |
| Q4 25 | 6.5% | -14.4% | ||
| Q3 25 | 6.6% | -10.3% | ||
| Q2 25 | 7.7% | -39.9% | ||
| Q1 25 | 8.7% | -46.8% | ||
| Q4 24 | 10.4% | -134.4% | ||
| Q3 24 | 14.2% | -471.8% | ||
| Q2 24 | 11.7% | -60.4% | ||
| Q1 24 | 11.3% | -85.0% |
| Q4 25 | 1.4% | -39.4% | ||
| Q3 25 | 0.8% | -14.7% | ||
| Q2 25 | 1.1% | -43.1% | ||
| Q1 25 | 1.2% | -44.9% | ||
| Q4 24 | 1.4% | -146.5% | ||
| Q3 24 | 1.9% | -522.8% | ||
| Q2 24 | 1.7% | -49.3% | ||
| Q1 24 | 1.6% | -77.0% |
| Q4 25 | $0.39 | $-2.21 | ||
| Q3 25 | $0.24 | $-0.84 | ||
| Q2 25 | $0.26 | $-2.13 | ||
| Q1 25 | $0.30 | $-1.70 | ||
| Q4 24 | $0.50 | $-5.00 | ||
| Q3 24 | $0.58 | $-21.58 | ||
| Q2 24 | $0.40 | $-2.31 | ||
| Q1 24 | $0.33 | $-2.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $12.7M | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $86.7M | $427.5M |
| Total Assets | $557.6M | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.7M | $493.2M | ||
| Q3 25 | $14.8M | $498.6M | ||
| Q2 25 | $16.8M | $758.0M | ||
| Q1 25 | $12.7M | $651.6M | ||
| Q4 24 | $22.4M | $585.9M | ||
| Q3 24 | $23.7M | $678.8M | ||
| Q2 24 | $17.3M | $689.8M | ||
| Q1 24 | $32.8M | $680.6M |
| Q4 25 | $86.7M | $427.5M | ||
| Q3 25 | $82.2M | $479.8M | ||
| Q2 25 | $80.0M | $513.2M | ||
| Q1 25 | $76.9M | $594.2M | ||
| Q4 24 | $73.6M | $658.3M | ||
| Q3 24 | $68.4M | $930.9M | ||
| Q2 24 | $62.1M | $2.1B | ||
| Q1 24 | $59.7M | $2.2B |
| Q4 25 | $557.6M | $2.2B | ||
| Q3 25 | $571.6M | $2.2B | ||
| Q2 25 | $570.2M | $2.5B | ||
| Q1 25 | $513.9M | $2.5B | ||
| Q4 24 | $475.9M | $2.6B | ||
| Q3 24 | $460.1M | $2.8B | ||
| Q2 24 | $429.3M | $3.9B | ||
| Q1 24 | $401.3M | $4.2B |
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 | $9.8M | $52.6M |
| Free Cash FlowOCF − Capex | $8.7M | $43.3M |
| FCF MarginFCF / Revenue | 3.4% | 12.9% |
| Capex IntensityCapex / Revenue | 0.4% | 2.8% |
| Cash ConversionOCF / Net Profit | 2.77× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.8M | $52.6M | ||
| Q3 25 | $22.8M | $25.6M | ||
| Q2 25 | $-28.9M | $-7.8M | ||
| Q1 25 | $-34.9M | $33.8M | ||
| Q4 24 | $5.5M | $37.8M | ||
| Q3 24 | $22.9M | $-89.3M | ||
| Q2 24 | $39.0K | $-44.8M | ||
| Q1 24 | $-9.3M | $-217.0M |
| Q4 25 | $8.7M | $43.3M | ||
| Q3 25 | $21.4M | $22.8M | ||
| Q2 25 | $-31.1M | $-9.1M | ||
| Q1 25 | $-35.9M | $23.7M | ||
| Q4 24 | $4.8M | $25.5M | ||
| Q3 24 | $22.3M | $-136.7M | ||
| Q2 24 | $-2.1M | $-67.0M | ||
| Q1 24 | $-9.7M | $-243.4M |
| Q4 25 | 3.4% | 12.9% | ||
| Q3 25 | 8.2% | 6.7% | ||
| Q2 25 | -13.9% | -3.1% | ||
| Q1 25 | -16.0% | 10.8% | ||
| Q4 24 | 1.7% | 13.0% | ||
| Q3 24 | 8.0% | -58.1% | ||
| Q2 24 | -1.0% | -25.2% | ||
| Q1 24 | -5.1% | -119.1% |
| Q4 25 | 0.4% | 2.8% | ||
| Q3 25 | 0.5% | 0.8% | ||
| Q2 25 | 0.9% | 0.4% | ||
| Q1 25 | 0.5% | 4.6% | ||
| Q4 24 | 0.2% | 6.2% | ||
| Q3 24 | 0.2% | 20.1% | ||
| Q2 24 | 1.0% | 8.4% | ||
| Q1 24 | 0.2% | 12.9% |
| Q4 25 | 2.77× | — | ||
| Q3 25 | 10.70× | — | ||
| Q2 25 | -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
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
