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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $260.4M, roughly 1.4× Smith Douglas Homes Corp.). Smith Douglas Homes Corp. runs the higher net margin — 1.4% vs -5.0%, a 6.4% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs -9.4%). Smith Douglas Homes Corp. produced more free cash flow last quarter ($8.7M vs $3.5M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 13.5%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
SDHC vs SHCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $370.8M |
| Net Profit | $3.5M | $-18.7M |
| Gross Margin | 19.9% | — |
| Operating Margin | 6.5% | -1.6% |
| Net Margin | 1.4% | -5.0% |
| Revenue YoY | -9.4% | 11.2% |
| Net Profit YoY | -14.3% | -10790.3% |
| EPS (diluted) | $0.39 | $-0.10 |
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 | — | ||
| Q3 25 | $262.0M | $370.8M | ||
| Q2 25 | $223.9M | $329.8M | ||
| Q1 25 | $224.7M | $282.9M | ||
| Q4 24 | $287.5M | $305.6M | ||
| Q3 24 | $277.8M | $333.4M | ||
| Q2 24 | $220.9M | $302.9M | ||
| Q1 24 | $189.2M | $261.9M |
| Q4 25 | $3.5M | — | ||
| Q3 25 | $2.1M | $-18.7M | ||
| Q2 25 | $2.4M | $24.9M | ||
| Q1 25 | $2.7M | $8.2M | ||
| Q4 24 | $4.1M | $-91.7M | ||
| Q3 24 | $5.3M | $175.0K | ||
| Q2 24 | $3.6M | $-29.9M | ||
| Q1 24 | $3.0M | $-41.6M |
| 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 24 | 26.1% | — |
| Q4 25 | 6.5% | — | ||
| Q3 25 | 6.6% | -1.6% | ||
| Q2 25 | 7.7% | 18.1% | ||
| Q1 25 | 8.7% | 12.3% | ||
| Q4 24 | 10.4% | -23.1% | ||
| Q3 24 | 14.2% | 11.4% | ||
| Q2 24 | 11.7% | -4.3% | ||
| Q1 24 | 11.3% | -9.3% |
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.8% | -5.0% | ||
| Q2 25 | 1.1% | 7.5% | ||
| Q1 25 | 1.2% | 2.9% | ||
| Q4 24 | 1.4% | -30.0% | ||
| Q3 24 | 1.9% | 0.1% | ||
| Q2 24 | 1.7% | -9.9% | ||
| Q1 24 | 1.6% | -15.9% |
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.24 | $-0.10 | ||
| Q2 25 | $0.26 | $0.13 | ||
| Q1 25 | $0.30 | $0.04 | ||
| Q4 24 | $0.50 | $-0.48 | ||
| Q3 24 | $0.58 | $0.00 | ||
| Q2 24 | $0.40 | $-0.15 | ||
| Q1 24 | $0.33 | $-0.21 |
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 | $142.5M |
| Total DebtLower is stronger | — | $735.8M |
| Stockholders' EquityBook value | $86.7M | $-351.6M |
| Total Assets | $557.6M | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.7M | — | ||
| Q3 25 | $14.8M | $142.5M | ||
| Q2 25 | $16.8M | $150.3M | ||
| Q1 25 | $12.7M | $150.1M | ||
| Q4 24 | $22.4M | $152.7M | ||
| Q3 24 | $23.7M | $142.8M | ||
| Q2 24 | $17.3M | $148.5M | ||
| Q1 24 | $32.8M | $139.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | $735.8M | ||
| Q2 25 | — | $729.8M | ||
| Q1 25 | — | $705.1M | ||
| Q4 24 | — | $691.5M | ||
| Q3 24 | — | $694.8M | ||
| Q2 24 | — | $682.1M | ||
| Q1 24 | — | $671.7M |
| Q4 25 | $86.7M | — | ||
| Q3 25 | $82.2M | $-351.6M | ||
| Q2 25 | $80.0M | $-348.6M | ||
| Q1 25 | $76.9M | $-340.1M | ||
| Q4 24 | $73.6M | $-335.1M | ||
| Q3 24 | $68.4M | $-279.4M | ||
| Q2 24 | $62.1M | $-231.7M | ||
| Q1 24 | $59.7M | $-193.0M |
| Q4 25 | $557.6M | — | ||
| Q3 25 | $571.6M | $2.7B | ||
| Q2 25 | $570.2M | $2.6B | ||
| Q1 25 | $513.9M | $2.5B | ||
| Q4 24 | $475.9M | $2.4B | ||
| Q3 24 | $460.1M | $2.6B | ||
| Q2 24 | $429.3M | $2.6B | ||
| Q1 24 | $401.3M | $2.5B |
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 | $34.9M |
| Free Cash FlowOCF − Capex | $8.7M | $3.5M |
| FCF MarginFCF / Revenue | 3.4% | 0.9% |
| Capex IntensityCapex / Revenue | 0.4% | 8.5% |
| Cash ConversionOCF / Net Profit | 2.77× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.8M | — | ||
| Q3 25 | $22.8M | $34.9M | ||
| Q2 25 | $-28.9M | $41.0M | ||
| Q1 25 | $-34.9M | $22.8M | ||
| Q4 24 | $5.5M | $26.9M | ||
| Q3 24 | $22.9M | $20.6M | ||
| Q2 24 | $39.0K | $36.0M | ||
| Q1 24 | $-9.3M | $6.2M |
| Q4 25 | $8.7M | — | ||
| Q3 25 | $21.4M | $3.5M | ||
| Q2 25 | $-31.1M | $12.4M | ||
| Q1 25 | $-35.9M | $7.5M | ||
| Q4 24 | $4.8M | $18.5M | ||
| Q3 24 | $22.3M | $10.3M | ||
| Q2 24 | $-2.1M | $10.2M | ||
| Q1 24 | $-9.7M | $-13.5M |
| Q4 25 | 3.4% | — | ||
| Q3 25 | 8.2% | 0.9% | ||
| Q2 25 | -13.9% | 3.8% | ||
| Q1 25 | -16.0% | 2.7% | ||
| Q4 24 | 1.7% | 6.1% | ||
| Q3 24 | 8.0% | 3.1% | ||
| Q2 24 | -1.0% | 3.4% | ||
| Q1 24 | -5.1% | -5.2% |
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.5% | 8.5% | ||
| Q2 25 | 0.9% | 8.7% | ||
| Q1 25 | 0.5% | 5.4% | ||
| Q4 24 | 0.2% | 2.7% | ||
| Q3 24 | 0.2% | 3.1% | ||
| Q2 24 | 1.0% | 8.5% | ||
| Q1 24 | 0.2% | 7.5% |
| Q4 25 | 2.77× | — | ||
| Q3 25 | 10.70× | — | ||
| Q2 25 | -12.24× | 1.65× | ||
| Q1 25 | -13.01× | 2.79× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 4.28× | 117.70× | ||
| 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% |
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
