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Side-by-side financial comparison of Bandwidth Inc. (BAND) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
Bandwidth Inc. is the larger business by last-quarter revenue ($208.8M vs $159.0M, roughly 1.3× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 1.9%, a 50.3% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 9.7%).
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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
BAND vs SFBS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $159.0M |
| Net Profit | $4.0M | $83.0M |
| Gross Margin | 37.3% | — |
| Operating Margin | 60.5% | — |
| Net Margin | 1.9% | 52.2% |
| Revenue YoY | 20.1% | — |
| Net Profit YoY | 200.0% | 31.2% |
| EPS (diluted) | $-0.08 | $1.52 |
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 | $159.0M | ||
| Q4 25 | $207.7M | $162.2M | ||
| Q3 25 | $191.9M | $136.3M | ||
| Q2 25 | $180.0M | $132.1M | ||
| Q1 25 | $174.2M | $131.8M | ||
| Q4 24 | $210.0M | $131.9M | ||
| Q3 24 | $193.9M | $123.7M | ||
| Q2 24 | $173.6M | $114.8M |
| Q1 26 | $4.0M | $83.0M | ||
| Q4 25 | — | $86.4M | ||
| Q3 25 | $-1.2M | $65.6M | ||
| Q2 25 | $-4.9M | $61.4M | ||
| Q1 25 | $-3.7M | $63.2M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $413.0K | $59.9M | ||
| Q2 24 | $4.1M | $52.1M |
| 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% | 66.3% | ||
| Q3 25 | -1.0% | 57.8% | ||
| Q2 25 | -2.1% | 58.0% | ||
| Q1 25 | -2.7% | 60.0% | ||
| Q4 24 | -1.3% | 60.2% | ||
| Q3 24 | -0.5% | 58.5% | ||
| Q2 24 | -3.5% | 58.0% |
| Q1 26 | 1.9% | 52.2% | ||
| Q4 25 | — | 59.0% | ||
| Q3 25 | -0.6% | 48.1% | ||
| Q2 25 | -2.7% | 46.5% | ||
| Q1 25 | -2.1% | 48.0% | ||
| Q4 24 | — | 52.9% | ||
| Q3 24 | 0.2% | 48.4% | ||
| Q2 24 | 2.3% | 45.4% |
| Q1 26 | $-0.08 | $1.52 | ||
| Q4 25 | $-0.10 | $1.58 | ||
| Q3 25 | $-0.04 | $1.20 | ||
| Q2 25 | $-0.16 | $1.12 | ||
| Q1 25 | $-0.13 | $1.16 | ||
| Q4 24 | $0.27 | $1.19 | ||
| Q3 24 | $0.01 | $1.10 | ||
| Q2 24 | $-0.17 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $1.9B |
| Total Assets | $984.2M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | $1.8B | ||
| 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 | $1.9B | ||
| Q4 25 | $400.0M | $1.8B | ||
| 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 | $18.2B | ||
| Q4 25 | $1.1B | $17.7B | ||
| Q3 25 | $1.0B | $17.6B | ||
| Q2 25 | $1.0B | $17.4B | ||
| Q1 25 | $964.4M | $18.6B | ||
| Q4 24 | $989.2M | $17.4B | ||
| Q3 24 | $1.0B | $16.4B | ||
| Q2 24 | $1.0B | $16.0B |
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 | — | — |
| Free Cash FlowOCF − Capex | $-1.0M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $355.2M | ||
| Q3 25 | $22.2M | $140.9M | ||
| Q2 25 | $31.7M | $67.6M | ||
| Q1 25 | $-3.1M | $48.0M | ||
| Q4 24 | $36.5M | $252.9M | ||
| Q3 24 | $20.5M | $84.0M | ||
| Q2 24 | $24.4M | $48.3M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | 49.55× | 1.40× | ||
| Q2 24 | 6.03× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BAND
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
