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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Skyward Specialty Insurance Group, Inc. is the larger business by last-quarter revenue ($385.6M vs $260.4M, roughly 1.5× Smith Douglas Homes Corp.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 11.2% vs 1.4%, a 9.9% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs -9.4%). Skyward Specialty Insurance Group, Inc. produced more free cash flow last quarter ($402.6M vs $8.7M). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% CAGR vs 17.3%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
SDHC vs SKWD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $385.6M |
| Net Profit | $3.5M | $43.2M |
| Gross Margin | 19.9% | — |
| Operating Margin | 6.5% | 14.2% |
| Net Margin | 1.4% | 11.2% |
| Revenue YoY | -9.4% | 26.7% |
| Net Profit YoY | -14.3% | 200.1% |
| EPS (diluted) | $0.39 | $1.03 |
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 | $385.6M | ||
| Q3 25 | $262.0M | $382.5M | ||
| Q2 25 | $223.9M | $319.9M | ||
| Q1 25 | $224.7M | $328.5M | ||
| Q4 24 | $287.5M | $304.4M | ||
| Q3 24 | $277.8M | $300.9M | ||
| Q2 24 | $220.9M | $279.9M | ||
| Q1 24 | $189.2M | $265.0M |
| Q4 25 | $3.5M | $43.2M | ||
| Q3 25 | $2.1M | $45.9M | ||
| Q2 25 | $2.4M | $38.8M | ||
| Q1 25 | $2.7M | $42.1M | ||
| Q4 24 | $4.1M | $14.4M | ||
| Q3 24 | $5.3M | $36.7M | ||
| Q2 24 | $3.6M | $31.0M | ||
| Q1 24 | $3.0M | $36.8M |
| 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% | 14.2% | ||
| Q3 25 | 6.6% | 15.8% | ||
| Q2 25 | 7.7% | 15.6% | ||
| Q1 25 | 8.7% | 15.7% | ||
| Q4 24 | 10.4% | 6.1% | ||
| Q3 24 | 14.2% | 15.6% | ||
| Q2 24 | 11.7% | 14.4% | ||
| Q1 24 | 11.3% | 17.7% |
| Q4 25 | 1.4% | 11.2% | ||
| Q3 25 | 0.8% | 12.0% | ||
| Q2 25 | 1.1% | 12.1% | ||
| Q1 25 | 1.2% | 12.8% | ||
| Q4 24 | 1.4% | 4.7% | ||
| Q3 24 | 1.9% | 12.2% | ||
| Q2 24 | 1.7% | 11.1% | ||
| Q1 24 | 1.6% | 13.9% |
| Q4 25 | $0.39 | $1.03 | ||
| Q3 25 | $0.24 | $1.10 | ||
| Q2 25 | $0.26 | $0.93 | ||
| Q1 25 | $0.30 | $1.01 | ||
| Q4 24 | $0.50 | $0.33 | ||
| Q3 24 | $0.58 | $0.89 | ||
| Q2 24 | $0.40 | $0.75 | ||
| Q1 24 | $0.33 | $0.90 |
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 | $168.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $86.7M | $1.0B |
| Total Assets | $557.6M | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.7M | $168.5M | ||
| Q3 25 | $14.8M | $160.1M | ||
| Q2 25 | $16.8M | $136.6M | ||
| Q1 25 | $12.7M | $112.9M | ||
| Q4 24 | $22.4M | $121.6M | ||
| Q3 24 | $23.7M | $105.6M | ||
| Q2 24 | $17.3M | $73.0M | ||
| Q1 24 | $32.8M | $85.1M |
| Q4 25 | $86.7M | $1.0B | ||
| Q3 25 | $82.2M | $961.4M | ||
| Q2 25 | $80.0M | $899.9M | ||
| Q1 25 | $76.9M | $850.7M | ||
| Q4 24 | $73.6M | $794.0M | ||
| Q3 24 | $68.4M | $797.5M | ||
| Q2 24 | $62.1M | $723.6M | ||
| Q1 24 | $59.7M | $692.3M |
| Q4 25 | $557.6M | $4.8B | ||
| Q3 25 | $571.6M | $4.6B | ||
| Q2 25 | $570.2M | $4.3B | ||
| Q1 25 | $513.9M | $4.0B | ||
| Q4 24 | $475.9M | $3.7B | ||
| Q3 24 | $460.1M | $3.6B | ||
| Q2 24 | $429.3M | $3.4B | ||
| Q1 24 | $401.3M | $3.2B |
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 | $408.1M |
| Free Cash FlowOCF − Capex | $8.7M | $402.6M |
| FCF MarginFCF / Revenue | 3.4% | 104.4% |
| Capex IntensityCapex / Revenue | 0.4% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.77× | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.8M | $408.1M | ||
| Q3 25 | $22.8M | $171.4M | ||
| Q2 25 | $-28.9M | $88.2M | ||
| Q1 25 | $-34.9M | $96.8M | ||
| Q4 24 | $5.5M | $305.1M | ||
| Q3 24 | $22.9M | $168.0M | ||
| Q2 24 | $39.0K | $21.0M | ||
| Q1 24 | $-9.3M | $94.3M |
| Q4 25 | $8.7M | $402.6M | ||
| Q3 25 | $21.4M | $168.9M | ||
| Q2 25 | $-31.1M | $87.1M | ||
| Q1 25 | $-35.9M | $96.6M | ||
| Q4 24 | $4.8M | $300.9M | ||
| Q3 24 | $22.3M | $167.6M | ||
| Q2 24 | $-2.1M | $18.4M | ||
| Q1 24 | $-9.7M | $94.0M |
| Q4 25 | 3.4% | 104.4% | ||
| Q3 25 | 8.2% | 44.2% | ||
| Q2 25 | -13.9% | 27.2% | ||
| Q1 25 | -16.0% | 29.4% | ||
| Q4 24 | 1.7% | 98.8% | ||
| Q3 24 | 8.0% | 55.7% | ||
| Q2 24 | -1.0% | 6.6% | ||
| Q1 24 | -5.1% | 35.5% |
| Q4 25 | 0.4% | 1.4% | ||
| Q3 25 | 0.5% | 0.6% | ||
| Q2 25 | 0.9% | 0.3% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 1.0% | 0.9% | ||
| Q1 24 | 0.2% | 0.1% |
| Q4 25 | 2.77× | 9.44× | ||
| Q3 25 | 10.70× | 3.73× | ||
| Q2 25 | -12.24× | 2.27× | ||
| Q1 25 | -13.01× | 2.30× | ||
| Q4 24 | 1.33× | 21.18× | ||
| Q3 24 | 4.28× | 4.58× | ||
| Q2 24 | 0.01× | 0.68× | ||
| Q1 24 | -3.12× | 2.56× |
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% |
SKWD
Segment breakdown not available.
