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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and ServisFirst Bancshares, Inc. (SFBS). 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 $159.0M, roughly 1.6× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 1.4%, a 50.8% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 17.3%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
SDHC vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $159.0M |
| Net Profit | $3.5M | $83.0M |
| Gross Margin | 19.9% | — |
| Operating Margin | 6.5% | — |
| Net Margin | 1.4% | 52.2% |
| Revenue YoY | -9.4% | — |
| Net Profit YoY | -14.3% | 31.2% |
| EPS (diluted) | $0.39 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $260.4M | $162.2M | ||
| Q3 25 | $262.0M | $136.3M | ||
| Q2 25 | $223.9M | $132.1M | ||
| Q1 25 | $224.7M | $131.8M | ||
| Q4 24 | $287.5M | $131.9M | ||
| Q3 24 | $277.8M | $123.7M | ||
| Q2 24 | $220.9M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $3.5M | $86.4M | ||
| Q3 25 | $2.1M | $65.6M | ||
| Q2 25 | $2.4M | $61.4M | ||
| Q1 25 | $2.7M | $63.2M | ||
| Q4 24 | $4.1M | $65.2M | ||
| Q3 24 | $5.3M | $59.9M | ||
| Q2 24 | $3.6M | $52.1M |
| 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 | — | — | ||
| Q4 25 | 6.5% | 66.3% | ||
| Q3 25 | 6.6% | 57.8% | ||
| Q2 25 | 7.7% | 58.0% | ||
| Q1 25 | 8.7% | 60.0% | ||
| Q4 24 | 10.4% | 60.2% | ||
| Q3 24 | 14.2% | 58.5% | ||
| Q2 24 | 11.7% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 1.4% | 59.0% | ||
| Q3 25 | 0.8% | 48.1% | ||
| Q2 25 | 1.1% | 46.5% | ||
| Q1 25 | 1.2% | 48.0% | ||
| Q4 24 | 1.4% | 52.9% | ||
| Q3 24 | 1.9% | 48.4% | ||
| Q2 24 | 1.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.39 | $1.58 | ||
| Q3 25 | $0.24 | $1.20 | ||
| Q2 25 | $0.26 | $1.12 | ||
| Q1 25 | $0.30 | $1.16 | ||
| Q4 24 | $0.50 | $1.19 | ||
| Q3 24 | $0.58 | $1.10 | ||
| Q2 24 | $0.40 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $86.7M | $1.9B |
| Total Assets | $557.6M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $12.7M | — | ||
| Q3 25 | $14.8M | — | ||
| Q2 25 | $16.8M | — | ||
| Q1 25 | $12.7M | — | ||
| Q4 24 | $22.4M | — | ||
| Q3 24 | $23.7M | — | ||
| Q2 24 | $17.3M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $86.7M | $1.8B | ||
| Q3 25 | $82.2M | $1.8B | ||
| Q2 25 | $80.0M | $1.7B | ||
| Q1 25 | $76.9M | $1.7B | ||
| Q4 24 | $73.6M | $1.6B | ||
| Q3 24 | $68.4M | $1.6B | ||
| Q2 24 | $62.1M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $557.6M | $17.7B | ||
| Q3 25 | $571.6M | $17.6B | ||
| Q2 25 | $570.2M | $17.4B | ||
| Q1 25 | $513.9M | $18.6B | ||
| Q4 24 | $475.9M | $17.4B | ||
| Q3 24 | $460.1M | $16.4B | ||
| Q2 24 | $429.3M | $16.0B |
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 | — |
| Free Cash FlowOCF − Capex | $8.7M | — |
| FCF MarginFCF / Revenue | 3.4% | — |
| Capex IntensityCapex / Revenue | 0.4% | — |
| Cash ConversionOCF / Net Profit | 2.77× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $355.2M | ||
| Q3 25 | $22.8M | $140.9M | ||
| Q2 25 | $-28.9M | $67.6M | ||
| Q1 25 | $-34.9M | $48.0M | ||
| Q4 24 | $5.5M | $252.9M | ||
| Q3 24 | $22.9M | $84.0M | ||
| Q2 24 | $39.0K | $48.3M |
| 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 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 2.77× | 4.11× | ||
| Q3 25 | 10.70× | 2.15× | ||
| Q2 25 | -12.24× | 1.10× | ||
| Q1 25 | -13.01× | 0.76× | ||
| Q4 24 | 1.33× | 3.88× | ||
| Q3 24 | 4.28× | 1.40× | ||
| Q2 24 | 0.01× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
