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Side-by-side financial comparison of Smith Douglas Homes Corp. (SDHC) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $260.4M, roughly 1.5× Smith Douglas Homes Corp.). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs 1.4%, a 0.3% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -9.4%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $8.7M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 17.3%).
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
SDHC vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $260.4M | $394.6M |
| Net Profit | $3.5M | $6.5M |
| Gross Margin | 19.9% | 59.5% |
| Operating Margin | 6.5% | 4.5% |
| Net Margin | 1.4% | 1.7% |
| Revenue YoY | -9.4% | 25.4% |
| Net Profit YoY | -14.3% | -57.1% |
| EPS (diluted) | $0.39 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $262.0M | $337.2M | ||
| Q2 25 | $223.9M | $308.4M | ||
| Q1 25 | $224.7M | $264.4M | ||
| Q4 24 | $287.5M | $314.7M | ||
| Q3 24 | $277.8M | $268.3M | ||
| Q2 24 | $220.9M | $227.8M | ||
| Q1 24 | $189.2M | $194.9M |
| Q4 25 | $3.5M | $6.5M | ||
| Q3 25 | $2.1M | $-3.6M | ||
| Q2 25 | $2.4M | $-12.8M | ||
| Q1 25 | $2.7M | $-21.6M | ||
| Q4 24 | $4.1M | $15.2M | ||
| Q3 24 | $5.3M | $-17.4M | ||
| Q2 24 | $3.6M | $-28.1M | ||
| Q1 24 | $3.0M | $-39.6M |
| Q4 25 | 19.9% | 59.5% | ||
| Q3 25 | 21.0% | 60.5% | ||
| Q2 25 | 23.2% | 62.1% | ||
| Q1 25 | 23.8% | 60.9% | ||
| Q4 24 | 25.5% | 60.0% | ||
| Q3 24 | 26.5% | 60.6% | ||
| Q2 24 | 26.7% | 60.0% | ||
| Q1 24 | 26.1% | 60.6% |
| Q4 25 | 6.5% | 4.5% | ||
| Q3 25 | 6.6% | 2.6% | ||
| Q2 25 | 7.7% | -1.7% | ||
| Q1 25 | 8.7% | -6.1% | ||
| Q4 24 | 10.4% | 2.2% | ||
| Q3 24 | 14.2% | -4.6% | ||
| Q2 24 | 11.7% | -11.7% | ||
| Q1 24 | 11.3% | -18.4% |
| Q4 25 | 1.4% | 1.7% | ||
| Q3 25 | 0.8% | -1.1% | ||
| Q2 25 | 1.1% | -4.2% | ||
| Q1 25 | 1.2% | -8.2% | ||
| Q4 24 | 1.4% | 4.8% | ||
| Q3 24 | 1.9% | -6.5% | ||
| Q2 24 | 1.7% | -12.3% | ||
| Q1 24 | 1.6% | -20.3% |
| Q4 25 | $0.39 | $0.04 | ||
| Q3 25 | $0.24 | $-0.02 | ||
| Q2 25 | $0.26 | $-0.06 | ||
| Q1 25 | $0.30 | $-0.10 | ||
| Q4 24 | $0.50 | $0.10 | ||
| Q3 24 | $0.58 | $-0.09 | ||
| Q2 24 | $0.40 | $-0.16 | ||
| Q1 24 | $0.33 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $86.7M | $804.6M |
| Total Assets | $557.6M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $12.7M | $319.8M | ||
| Q3 25 | $14.8M | $385.2M | ||
| Q2 25 | $16.8M | $365.3M | ||
| Q1 25 | $12.7M | $364.4M | ||
| Q4 24 | $22.4M | $366.2M | ||
| Q3 24 | $23.7M | $418.5M | ||
| Q2 24 | $17.3M | $154.7M | ||
| Q1 24 | $32.8M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $86.7M | $804.6M | ||
| Q3 25 | $82.2M | $689.2M | ||
| Q2 25 | $80.0M | $673.3M | ||
| Q1 25 | $76.9M | $676.6M | ||
| Q4 24 | $73.6M | $676.8M | ||
| Q3 24 | $68.4M | $474.9M | ||
| Q2 24 | $62.1M | $217.0M | ||
| Q1 24 | $59.7M | $191.6M |
| Q4 25 | $557.6M | $1.5B | ||
| Q3 25 | $571.6M | $1.2B | ||
| Q2 25 | $570.2M | $1.1B | ||
| Q1 25 | $513.9M | $1.1B | ||
| Q4 24 | $475.9M | $1.1B | ||
| Q3 24 | $460.1M | $869.1M | ||
| Q2 24 | $429.3M | $583.9M | ||
| Q1 24 | $401.3M | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $8.7M | $60.9M |
| FCF MarginFCF / Revenue | 3.4% | 15.4% |
| Capex IntensityCapex / Revenue | 0.4% | 0.8% |
| Cash ConversionOCF / Net Profit | 2.77× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-36.9M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.8M | $64.1M | ||
| Q3 25 | $22.8M | $57.9M | ||
| Q2 25 | $-28.9M | $42.0M | ||
| Q1 25 | $-34.9M | $34.8M | ||
| Q4 24 | $5.5M | $43.7M | ||
| Q3 24 | $22.9M | $34.4M | ||
| Q2 24 | $39.0K | $31.1M | ||
| Q1 24 | $-9.3M | $24.7M |
| Q4 25 | $8.7M | $60.9M | ||
| Q3 25 | $21.4M | $52.4M | ||
| Q2 25 | $-31.1M | $39.7M | ||
| Q1 25 | $-35.9M | $32.1M | ||
| Q4 24 | $4.8M | $35.4M | ||
| Q3 24 | $22.3M | $29.5M | ||
| Q2 24 | $-2.1M | $24.4M | ||
| Q1 24 | $-9.7M | $18.9M |
| Q4 25 | 3.4% | 15.4% | ||
| Q3 25 | 8.2% | 15.6% | ||
| Q2 25 | -13.9% | 12.9% | ||
| Q1 25 | -16.0% | 12.1% | ||
| Q4 24 | 1.7% | 11.3% | ||
| Q3 24 | 8.0% | 11.0% | ||
| Q2 24 | -1.0% | 10.7% | ||
| Q1 24 | -5.1% | 9.7% |
| Q4 25 | 0.4% | 0.8% | ||
| Q3 25 | 0.5% | 1.6% | ||
| Q2 25 | 0.9% | 0.8% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 0.2% | 1.8% | ||
| Q2 24 | 1.0% | 3.0% | ||
| Q1 24 | 0.2% | 3.0% |
| Q4 25 | 2.77× | 9.81× | ||
| Q3 25 | 10.70× | — | ||
| Q2 25 | -12.24× | — | ||
| Q1 25 | -13.01× | — | ||
| Q4 24 | 1.33× | 2.87× | ||
| 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% |
ZETA
Segment breakdown not available.
