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Side-by-side financial comparison of BANCFIRST CORP (BANF) and OneStream, Inc. (OS). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $163.7M, roughly 1.1× OneStream, Inc.). BANCFIRST CORP runs the higher net margin — 32.9% vs 0.6%, a 32.3% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $25.6M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
BANF vs OS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $163.7M |
| Net Profit | $59.5M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | 41.6% | -3.2% |
| Net Margin | 32.9% | 0.6% |
| Revenue YoY | 11.1% | 23.6% |
| Net Profit YoY | 5.3% | — |
| EPS (diluted) | $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.
| Q4 25 | $181.0M | $163.7M | ||
| Q3 25 | $175.5M | $154.3M | ||
| Q2 25 | $169.3M | $147.6M | ||
| Q1 25 | $164.8M | $136.3M | ||
| Q4 24 | $162.9M | $132.5M | ||
| Q3 24 | $163.7M | $129.1M | ||
| Q2 24 | $153.8M | $117.5M | ||
| Q1 24 | $151.0M | $110.3M |
| Q4 25 | $59.5M | $999.0K | ||
| Q3 25 | $62.7M | $-8.8M | ||
| Q2 25 | $62.3M | $-18.4M | ||
| Q1 25 | $56.1M | $-24.0M | ||
| Q4 24 | $56.5M | — | ||
| Q3 24 | $58.9M | $-171.9M | ||
| Q2 24 | $50.6M | $-7.8M | ||
| Q1 24 | $50.3M | $-5.0M |
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% | ||
| Q1 24 | — | 69.1% |
| Q4 25 | 41.6% | -3.2% | ||
| Q3 25 | 45.0% | -11.3% | ||
| Q2 25 | 47.1% | -21.8% | ||
| Q1 25 | 43.1% | -29.3% | ||
| Q4 24 | 44.2% | -35.8% | ||
| Q3 24 | 45.2% | -197.6% | ||
| Q2 24 | 42.4% | -9.8% | ||
| Q1 24 | 42.5% | -4.9% |
| Q4 25 | 32.9% | 0.6% | ||
| Q3 25 | 35.7% | -5.7% | ||
| Q2 25 | 36.8% | -12.5% | ||
| Q1 25 | 34.0% | -17.6% | ||
| Q4 24 | 34.7% | — | ||
| Q3 24 | 36.0% | -133.1% | ||
| Q2 24 | 32.9% | -6.7% | ||
| Q1 24 | 33.3% | -4.5% |
| Q4 25 | $1.75 | — | ||
| Q3 25 | $1.85 | — | ||
| Q2 25 | $1.85 | — | ||
| Q1 25 | $1.66 | — | ||
| Q4 24 | $1.68 | — | ||
| Q3 24 | $1.75 | $-1.06 | ||
| Q2 24 | $1.51 | — | ||
| Q1 24 | $1.50 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $504.7M |
| Total Assets | $14.8B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $693.6M | ||
| Q3 25 | — | $653.9M | ||
| Q2 25 | — | $652.1M | ||
| Q1 25 | — | $593.9M | ||
| Q4 24 | — | $544.2M | ||
| Q3 24 | — | $495.5M | ||
| Q2 24 | — | $140.5M | ||
| Q1 24 | — | — |
| Q4 25 | $1.9B | $504.7M | ||
| Q3 25 | $1.8B | $472.1M | ||
| Q2 25 | $1.7B | $458.2M | ||
| Q1 25 | $1.7B | $412.9M | ||
| Q4 24 | $1.6B | $386.2M | ||
| Q3 24 | $1.6B | $458.2M | ||
| Q2 24 | $1.5B | $97.5M | ||
| Q1 24 | $1.5B | $102.5M |
| Q4 25 | $14.8B | $1.0B | ||
| Q3 25 | $14.2B | $949.4M | ||
| Q2 25 | $14.0B | $910.5M | ||
| Q1 25 | $14.0B | $867.3M | ||
| Q4 24 | $13.6B | $823.2M | ||
| Q3 24 | $13.3B | $750.1M | ||
| Q2 24 | $12.7B | $379.7M | ||
| Q1 24 | $12.6B | — |
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 | $25.8M |
| Free Cash FlowOCF − Capex | $237.0M | $25.6M |
| FCF MarginFCF / Revenue | 130.9% | 15.7% |
| Capex IntensityCapex / Revenue | 26.7% | 0.1% |
| Cash ConversionOCF / Net Profit | 4.79× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $25.8M | ||
| Q3 25 | $75.4M | $5.0M | ||
| Q2 25 | $78.1M | $29.7M | ||
| Q1 25 | $77.0M | $36.2M | ||
| Q4 24 | $261.2M | — | ||
| Q3 24 | $77.6M | $2.4M | ||
| Q2 24 | $100.2M | $8.1M | ||
| Q1 24 | $66.3M | $25.5M |
| Q4 25 | $237.0M | $25.6M | ||
| Q3 25 | $63.7M | $4.8M | ||
| Q2 25 | $64.4M | $29.4M | ||
| Q1 25 | $65.6M | $35.8M | ||
| Q4 24 | $224.5M | — | ||
| Q3 24 | $72.4M | $1.3M | ||
| Q2 24 | $94.1M | $7.7M | ||
| Q1 24 | $56.1M | $24.9M |
| Q4 25 | 130.9% | 15.7% | ||
| Q3 25 | 36.3% | 3.1% | ||
| Q2 25 | 38.0% | 19.9% | ||
| Q1 25 | 39.8% | 26.3% | ||
| Q4 24 | 137.8% | — | ||
| Q3 24 | 44.2% | 1.0% | ||
| Q2 24 | 61.2% | 6.6% | ||
| Q1 24 | 37.1% | 22.5% |
| Q4 25 | 26.7% | 0.1% | ||
| Q3 25 | 6.7% | 0.1% | ||
| Q2 25 | 8.1% | 0.2% | ||
| Q1 25 | 6.9% | 0.3% | ||
| Q4 24 | 22.5% | — | ||
| Q3 24 | 3.2% | 0.8% | ||
| Q2 24 | 3.9% | 0.3% | ||
| Q1 24 | 6.8% | 0.6% |
| Q4 25 | 4.79× | 25.79× | ||
| 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.
Revenue Breakdown by Segment
BANF
Segment breakdown not available.
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
