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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and Stoke Therapeutics, Inc. (STOK). 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 $158.6M, roughly 1.6× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 1.4%, a 69.8% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs -9.4%). Stoke Therapeutics, Inc. produced more free cash flow last quarter ($131.7M vs $8.7M).

Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.

Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.

SDHC vs STOK — Head-to-Head

Bigger by revenue
SDHC
SDHC
1.6× larger
SDHC
$260.4M
$158.6M
STOK
Growing faster (revenue YoY)
STOK
STOK
+3670.5% gap
STOK
3661.1%
-9.4%
SDHC
Higher net margin
STOK
STOK
69.8% more per $
STOK
71.2%
1.4%
SDHC
More free cash flow
STOK
STOK
$122.9M more FCF
STOK
$131.7M
$8.7M
SDHC

Income Statement — Q4 FY2025 vs Q1 FY2025

Metric
SDHC
SDHC
STOK
STOK
Revenue
$260.4M
$158.6M
Net Profit
$3.5M
$112.9M
Gross Margin
19.9%
Operating Margin
6.5%
70.2%
Net Margin
1.4%
71.2%
Revenue YoY
-9.4%
3661.1%
Net Profit YoY
-14.3%
528.0%
EPS (diluted)
$0.39
$1.90

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.

Revenue
SDHC
SDHC
STOK
STOK
Q4 25
$260.4M
Q3 25
$262.0M
Q2 25
$223.9M
Q1 25
$224.7M
$158.6M
Q4 24
$287.5M
$22.6M
Q3 24
$277.8M
Q2 24
$220.9M
Q1 24
$189.2M
Net Profit
SDHC
SDHC
STOK
STOK
Q4 25
$3.5M
Q3 25
$2.1M
Q2 25
$2.4M
Q1 25
$2.7M
$112.9M
Q4 24
$4.1M
$-10.5M
Q3 24
$5.3M
Q2 24
$3.6M
Q1 24
$3.0M
Gross Margin
SDHC
SDHC
STOK
STOK
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%
Operating Margin
SDHC
SDHC
STOK
STOK
Q4 25
6.5%
Q3 25
6.6%
Q2 25
7.7%
Q1 25
8.7%
70.2%
Q4 24
10.4%
-60.4%
Q3 24
14.2%
Q2 24
11.7%
Q1 24
11.3%
Net Margin
SDHC
SDHC
STOK
STOK
Q4 25
1.4%
Q3 25
0.8%
Q2 25
1.1%
Q1 25
1.2%
71.2%
Q4 24
1.4%
-46.4%
Q3 24
1.9%
Q2 24
1.7%
Q1 24
1.6%
EPS (diluted)
SDHC
SDHC
STOK
STOK
Q4 25
$0.39
Q3 25
$0.24
Q2 25
$0.26
Q1 25
$0.30
$1.90
Q4 24
$0.50
$-0.15
Q3 24
$0.58
Q2 24
$0.40
Q1 24
$0.33

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SDHC
SDHC
STOK
STOK
Cash + ST InvestmentsLiquidity on hand
$12.7M
$274.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$86.7M
$350.1M
Total Assets
$557.6M
$406.9M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SDHC
SDHC
STOK
STOK
Q4 25
$12.7M
Q3 25
$14.8M
Q2 25
$16.8M
Q1 25
$12.7M
$274.8M
Q4 24
$22.4M
$128.0M
Q3 24
$23.7M
Q2 24
$17.3M
Q1 24
$32.8M
Stockholders' Equity
SDHC
SDHC
STOK
STOK
Q4 25
$86.7M
Q3 25
$82.2M
Q2 25
$80.0M
Q1 25
$76.9M
$350.1M
Q4 24
$73.6M
$229.0M
Q3 24
$68.4M
Q2 24
$62.1M
Q1 24
$59.7M
Total Assets
SDHC
SDHC
STOK
STOK
Q4 25
$557.6M
Q3 25
$571.6M
Q2 25
$570.2M
Q1 25
$513.9M
$406.9M
Q4 24
$475.9M
$271.6M
Q3 24
$460.1M
Q2 24
$429.3M
Q1 24
$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
SDHC
SDHC
STOK
STOK
Operating Cash FlowLast quarter
$9.8M
$131.8M
Free Cash FlowOCF − Capex
$8.7M
$131.7M
FCF MarginFCF / Revenue
3.4%
83.0%
Capex IntensityCapex / Revenue
0.4%
0.1%
Cash ConversionOCF / Net Profit
2.77×
1.17×
TTM Free Cash FlowTrailing 4 quarters
$-36.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SDHC
SDHC
STOK
STOK
Q4 25
$9.8M
Q3 25
$22.8M
Q2 25
$-28.9M
Q1 25
$-34.9M
$131.8M
Q4 24
$5.5M
$-23.2M
Q3 24
$22.9M
Q2 24
$39.0K
Q1 24
$-9.3M
Free Cash Flow
SDHC
SDHC
STOK
STOK
Q4 25
$8.7M
Q3 25
$21.4M
Q2 25
$-31.1M
Q1 25
$-35.9M
$131.7M
Q4 24
$4.8M
$-23.2M
Q3 24
$22.3M
Q2 24
$-2.1M
Q1 24
$-9.7M
FCF Margin
SDHC
SDHC
STOK
STOK
Q4 25
3.4%
Q3 25
8.2%
Q2 25
-13.9%
Q1 25
-16.0%
83.0%
Q4 24
1.7%
-102.7%
Q3 24
8.0%
Q2 24
-1.0%
Q1 24
-5.1%
Capex Intensity
SDHC
SDHC
STOK
STOK
Q4 25
0.4%
Q3 25
0.5%
Q2 25
0.9%
Q1 25
0.5%
0.1%
Q4 24
0.2%
0.2%
Q3 24
0.2%
Q2 24
1.0%
Q1 24
0.2%
Cash Conversion
SDHC
SDHC
STOK
STOK
Q4 25
2.77×
Q3 25
10.70×
Q2 25
-12.24×
Q1 25
-13.01×
1.17×
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
SDHC

Southeast$164.7M63%
Central$95.8M37%

STOK
STOK

Segment breakdown not available.

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