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Side-by-side financial comparison of BANCFIRST CORP (BANF) and JFrog Ltd (FROG). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $145.3M, roughly 1.2× JFrog Ltd). BANCFIRST CORP runs the higher net margin — 32.9% vs -10.5%, a 43.3% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $49.9M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 9.5%).
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.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
BANF vs FROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $145.3M |
| Net Profit | $59.5M | $-15.2M |
| Gross Margin | — | 77.9% |
| Operating Margin | 41.6% | -14.7% |
| Net Margin | 32.9% | -10.5% |
| Revenue YoY | 11.1% | 25.2% |
| Net Profit YoY | 5.3% | 34.4% |
| EPS (diluted) | $1.75 | $-0.13 |
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 | $181.0M | $145.3M | ||
| Q3 25 | $175.5M | $136.9M | ||
| Q2 25 | $169.3M | $127.2M | ||
| Q1 25 | $164.8M | $122.4M | ||
| Q4 24 | $162.9M | $116.1M | ||
| Q3 24 | $163.7M | $109.1M | ||
| Q2 24 | $153.8M | $103.0M | ||
| Q1 24 | $151.0M | $100.3M |
| Q4 25 | $59.5M | $-15.2M | ||
| Q3 25 | $62.7M | $-16.4M | ||
| Q2 25 | $62.3M | $-21.7M | ||
| Q1 25 | $56.1M | $-18.5M | ||
| Q4 24 | $56.5M | $-23.2M | ||
| Q3 24 | $58.9M | $-22.9M | ||
| Q2 24 | $50.6M | $-14.3M | ||
| Q1 24 | $50.3M | $-8.8M |
| Q4 25 | — | 77.9% | ||
| Q3 25 | — | 77.4% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 75.3% | ||
| Q4 24 | — | 75.4% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 78.8% | ||
| Q1 24 | — | 79.5% |
| Q4 25 | 41.6% | -14.7% | ||
| Q3 25 | 45.0% | -15.8% | ||
| Q2 25 | 47.1% | -20.4% | ||
| Q1 25 | 43.1% | -18.8% | ||
| Q4 24 | 44.2% | -21.9% | ||
| Q3 24 | 45.2% | -27.4% | ||
| Q2 24 | 42.4% | -18.6% | ||
| Q1 24 | 42.5% | -16.6% |
| Q4 25 | 32.9% | -10.5% | ||
| Q3 25 | 35.7% | -12.0% | ||
| Q2 25 | 36.8% | -17.0% | ||
| Q1 25 | 34.0% | -15.1% | ||
| Q4 24 | 34.7% | -20.0% | ||
| Q3 24 | 36.0% | -21.0% | ||
| Q2 24 | 32.9% | -13.9% | ||
| Q1 24 | 33.3% | -8.8% |
| Q4 25 | $1.75 | $-0.13 | ||
| Q3 25 | $1.85 | $-0.14 | ||
| Q2 25 | $1.85 | $-0.19 | ||
| Q1 25 | $1.66 | $-0.16 | ||
| Q4 24 | $1.68 | $-0.21 | ||
| Q3 24 | $1.75 | $-0.21 | ||
| Q2 24 | $1.51 | $-0.13 | ||
| Q1 24 | $1.50 | $-0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $704.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $887.4M |
| Total Assets | $14.8B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $704.4M | ||
| Q3 25 | — | $651.1M | ||
| Q2 25 | — | $611.7M | ||
| Q1 25 | — | $563.5M | ||
| Q4 24 | — | $522.0M | ||
| Q3 24 | — | $467.8M | ||
| Q2 24 | — | $591.3M | ||
| Q1 24 | — | $579.6M |
| Q4 25 | $1.9B | $887.4M | ||
| Q3 25 | $1.8B | $859.4M | ||
| Q2 25 | $1.7B | $826.5M | ||
| Q1 25 | $1.7B | $800.0M | ||
| Q4 24 | $1.6B | $773.5M | ||
| Q3 24 | $1.6B | $756.2M | ||
| Q2 24 | $1.5B | $721.4M | ||
| Q1 24 | $1.5B | $707.8M |
| Q4 25 | $14.8B | $1.3B | ||
| Q3 25 | $14.2B | $1.3B | ||
| Q2 25 | $14.0B | $1.2B | ||
| Q1 25 | $14.0B | $1.2B | ||
| Q4 24 | $13.6B | $1.1B | ||
| Q3 24 | $13.3B | $1.1B | ||
| Q2 24 | $12.7B | $1.0B | ||
| Q1 24 | $12.6B | $997.1M |
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 | $50.7M |
| Free Cash FlowOCF − Capex | $237.0M | $49.9M |
| FCF MarginFCF / Revenue | 130.9% | 34.3% |
| Capex IntensityCapex / Revenue | 26.7% | 0.6% |
| Cash ConversionOCF / Net Profit | 4.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $50.7M | ||
| Q3 25 | $75.4M | $30.2M | ||
| Q2 25 | $78.1M | $36.1M | ||
| Q1 25 | $77.0M | $28.8M | ||
| Q4 24 | $261.2M | $49.1M | ||
| Q3 24 | $77.6M | $27.6M | ||
| Q2 24 | $100.2M | $16.7M | ||
| Q1 24 | $66.3M | $17.5M |
| Q4 25 | $237.0M | $49.9M | ||
| Q3 25 | $63.7M | $28.8M | ||
| Q2 25 | $64.4M | $35.5M | ||
| Q1 25 | $65.6M | $28.1M | ||
| Q4 24 | $224.5M | $48.5M | ||
| Q3 24 | $72.4M | $26.7M | ||
| Q2 24 | $94.1M | $16.0M | ||
| Q1 24 | $56.1M | $16.6M |
| Q4 25 | 130.9% | 34.3% | ||
| Q3 25 | 36.3% | 21.0% | ||
| Q2 25 | 38.0% | 27.9% | ||
| Q1 25 | 39.8% | 23.0% | ||
| Q4 24 | 137.8% | 41.8% | ||
| Q3 24 | 44.2% | 24.5% | ||
| Q2 24 | 61.2% | 15.5% | ||
| Q1 24 | 37.1% | 16.6% |
| Q4 25 | 26.7% | 0.6% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 8.1% | 0.5% | ||
| Q1 25 | 6.9% | 0.5% | ||
| Q4 24 | 22.5% | 0.5% | ||
| Q3 24 | 3.2% | 0.9% | ||
| Q2 24 | 3.9% | 0.7% | ||
| Q1 24 | 6.8% | 0.8% |
| Q4 25 | 4.79× | — | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 1.32× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
