vs
Side-by-side financial comparison of Bandwidth Inc. (BAND) and BANCFIRST CORP (BANF). Click either name above to swap in a different company.
Bandwidth Inc. is the larger business by last-quarter revenue ($208.8M vs $181.0M, roughly 1.2× BANCFIRST CORP). BANCFIRST CORP runs the higher net margin — 32.9% vs 1.9%, a 31.0% gap on every dollar of revenue. On growth, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $-1.0M). Over the past eight quarters, Bandwidth Inc.'s revenue compounded faster (9.7% CAGR vs 9.5%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
BAND vs BANF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $181.0M |
| Net Profit | $4.0M | $59.5M |
| Gross Margin | 37.3% | — |
| Operating Margin | 60.5% | 41.6% |
| Net Margin | 1.9% | 32.9% |
| Revenue YoY | 20.1% | 11.1% |
| Net Profit YoY | 200.0% | 5.3% |
| EPS (diluted) | $-0.08 | $1.75 |
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 | $208.8M | — | ||
| Q4 25 | $207.7M | $181.0M | ||
| Q3 25 | $191.9M | $175.5M | ||
| Q2 25 | $180.0M | $169.3M | ||
| Q1 25 | $174.2M | $164.8M | ||
| Q4 24 | $210.0M | $162.9M | ||
| Q3 24 | $193.9M | $163.7M | ||
| Q2 24 | $173.6M | $153.8M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $59.5M | ||
| Q3 25 | $-1.2M | $62.7M | ||
| Q2 25 | $-4.9M | $62.3M | ||
| Q1 25 | $-3.7M | $56.1M | ||
| Q4 24 | — | $56.5M | ||
| Q3 24 | $413.0K | $58.9M | ||
| Q2 24 | $4.1M | $50.6M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 37.3% | — |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 41.6% | ||
| Q3 25 | -1.0% | 45.0% | ||
| Q2 25 | -2.1% | 47.1% | ||
| Q1 25 | -2.7% | 43.1% | ||
| Q4 24 | -1.3% | 44.2% | ||
| Q3 24 | -0.5% | 45.2% | ||
| Q2 24 | -3.5% | 42.4% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 32.9% | ||
| Q3 25 | -0.6% | 35.7% | ||
| Q2 25 | -2.7% | 36.8% | ||
| Q1 25 | -2.1% | 34.0% | ||
| Q4 24 | — | 34.7% | ||
| Q3 24 | 0.2% | 36.0% | ||
| Q2 24 | 2.3% | 32.9% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $1.75 | ||
| Q3 25 | $-0.04 | $1.85 | ||
| Q2 25 | $-0.16 | $1.85 | ||
| Q1 25 | $-0.13 | $1.66 | ||
| Q4 24 | $0.27 | $1.68 | ||
| Q3 24 | $0.01 | $1.75 | ||
| Q2 24 | $-0.17 | $1.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $47.3M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $1.9B |
| Total Assets | $984.2M | $14.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | — | ||
| Q3 25 | $80.4M | — | ||
| Q2 25 | $68.1M | — | ||
| Q1 25 | $41.7M | — | ||
| Q4 24 | $83.8M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $76.4M | — |
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $1.9B | ||
| Q3 25 | $392.7M | $1.8B | ||
| Q2 25 | $384.5M | $1.7B | ||
| Q1 25 | $345.4M | $1.7B | ||
| Q4 24 | $312.5M | $1.6B | ||
| Q3 24 | $336.6M | $1.6B | ||
| Q2 24 | $307.4M | $1.5B |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $14.8B | ||
| Q3 25 | $1.0B | $14.2B | ||
| Q2 25 | $1.0B | $14.0B | ||
| Q1 25 | $964.4M | $14.0B | ||
| Q4 24 | $989.2M | $13.6B | ||
| Q3 24 | $1.0B | $13.3B | ||
| Q2 24 | $1.0B | $12.7B |
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 | — | $285.3M |
| Free Cash FlowOCF − Capex | $-1.0M | $237.0M |
| FCF MarginFCF / Revenue | -0.5% | 130.9% |
| Capex IntensityCapex / Revenue | — | 26.7% |
| Cash ConversionOCF / Net Profit | — | 4.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $430.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $285.3M | ||
| Q3 25 | $22.2M | $75.4M | ||
| Q2 25 | $31.7M | $78.1M | ||
| Q1 25 | $-3.1M | $77.0M | ||
| Q4 24 | $36.5M | $261.2M | ||
| Q3 24 | $20.5M | $77.6M | ||
| Q2 24 | $24.4M | $100.2M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $237.0M | ||
| Q3 25 | — | $63.7M | ||
| Q2 25 | — | $64.4M | ||
| Q1 25 | — | $65.6M | ||
| Q4 24 | — | $224.5M | ||
| Q3 24 | — | $72.4M | ||
| Q2 24 | — | $94.1M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 130.9% | ||
| Q3 25 | — | 36.3% | ||
| Q2 25 | — | 38.0% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 137.8% | ||
| Q3 24 | — | 44.2% | ||
| Q2 24 | — | 61.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 26.7% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.79× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 4.62× | ||
| Q3 24 | 49.55× | 1.32× | ||
| Q2 24 | 6.03× | 1.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
