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Side-by-side financial comparison of BANCFIRST CORP (BANF) and Shoals Technologies Group, Inc. (SHLS). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $148.3M, roughly 1.2× Shoals Technologies Group, Inc.). BANCFIRST CORP runs the higher net margin — 32.9% vs 5.5%, a 27.4% gap on every dollar of revenue. On growth, Shoals Technologies Group, Inc. posted the faster year-over-year revenue change (38.6% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $-11.3M). Over the past eight quarters, Shoals Technologies Group, Inc.'s revenue compounded faster (27.8% 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.
Shoals Technologies Group is a leading provider of electrical balance of systems solutions for renewable energy and e-mobility. It supplies connectivity components for solar projects, energy storage systems and EV charging infrastructure, serving clients across North America, Europe and Asia-Pacific.
BANF vs SHLS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $148.3M |
| Net Profit | $59.5M | $8.1M |
| Gross Margin | — | 31.6% |
| Operating Margin | 41.6% | 11.7% |
| Net Margin | 32.9% | 5.5% |
| Revenue YoY | 11.1% | 38.6% |
| Net Profit YoY | 5.3% | 3.9% |
| EPS (diluted) | $1.75 | $0.05 |
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 | $148.3M | ||
| Q3 25 | $175.5M | $135.8M | ||
| Q2 25 | $169.3M | $110.8M | ||
| Q1 25 | $164.8M | $80.4M | ||
| Q4 24 | $162.9M | $107.0M | ||
| Q3 24 | $163.7M | $102.2M | ||
| Q2 24 | $153.8M | $99.2M | ||
| Q1 24 | $151.0M | $90.8M |
| Q4 25 | $59.5M | $8.1M | ||
| Q3 25 | $62.7M | $11.9M | ||
| Q2 25 | $62.3M | $13.9M | ||
| Q1 25 | $56.1M | $-282.0K | ||
| Q4 24 | $56.5M | $7.8M | ||
| Q3 24 | $58.9M | $-267.0K | ||
| Q2 24 | $50.6M | $11.8M | ||
| Q1 24 | $50.3M | $4.8M |
| Q4 25 | — | 31.6% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 37.2% | ||
| Q1 25 | — | 35.0% | ||
| Q4 24 | — | 37.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 40.3% | ||
| Q1 24 | — | 40.2% |
| Q4 25 | 41.6% | 11.7% | ||
| Q3 25 | 45.0% | 13.7% | ||
| Q2 25 | 47.1% | 14.4% | ||
| Q1 25 | 43.1% | 5.4% | ||
| Q4 24 | 44.2% | 15.4% | ||
| Q3 24 | 45.2% | 4.4% | ||
| Q2 24 | 42.4% | 18.7% | ||
| Q1 24 | 42.5% | 12.8% |
| Q4 25 | 32.9% | 5.5% | ||
| Q3 25 | 35.7% | 8.7% | ||
| Q2 25 | 36.8% | 12.5% | ||
| Q1 25 | 34.0% | -0.4% | ||
| Q4 24 | 34.7% | 7.3% | ||
| Q3 24 | 36.0% | -0.3% | ||
| Q2 24 | 32.9% | 11.9% | ||
| Q1 24 | 33.3% | 5.3% |
| Q4 25 | $1.75 | $0.05 | ||
| Q3 25 | $1.85 | $0.07 | ||
| Q2 25 | $1.85 | $0.08 | ||
| Q1 25 | $1.66 | $0.00 | ||
| Q4 24 | $1.68 | $0.04 | ||
| Q3 24 | $1.75 | $0.00 | ||
| Q2 24 | $1.51 | $0.07 | ||
| Q1 24 | $1.50 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $7.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $600.0M |
| Total Assets | $14.8B | $904.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.3M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $35.6M | ||
| Q4 24 | — | $23.5M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | — | $3.2M | ||
| Q1 24 | — | $15.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $141.8M | ||
| Q4 24 | — | $141.8M | ||
| Q3 24 | — | $141.8M | ||
| Q2 24 | — | $146.8M | ||
| Q1 24 | — | $168.8M |
| Q4 25 | $1.9B | $600.0M | ||
| Q3 25 | $1.8B | $589.6M | ||
| Q2 25 | $1.7B | $575.4M | ||
| Q1 25 | $1.7B | $558.9M | ||
| Q4 24 | $1.6B | $556.8M | ||
| Q3 24 | $1.6B | $545.2M | ||
| Q2 24 | $1.5B | $544.6M | ||
| Q1 24 | $1.5B | $554.0M |
| Q4 25 | $14.8B | $904.1M | ||
| Q3 25 | $14.2B | $851.8M | ||
| Q2 25 | $14.0B | $795.0M | ||
| Q1 25 | $14.0B | $788.4M | ||
| Q4 24 | $13.6B | $793.1M | ||
| Q3 24 | $13.3B | $801.3M | ||
| Q2 24 | $12.7B | $788.4M | ||
| Q1 24 | $12.6B | $825.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.30× |
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 | $-4.1M |
| Free Cash FlowOCF − Capex | $237.0M | $-11.3M |
| FCF MarginFCF / Revenue | 130.9% | -7.6% |
| Capex IntensityCapex / Revenue | 26.7% | 4.8% |
| Cash ConversionOCF / Net Profit | 4.79× | -0.50× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $-4.1M | ||
| Q3 25 | $75.4M | $19.4M | ||
| Q2 25 | $78.1M | $-13.8M | ||
| Q1 25 | $77.0M | $15.6M | ||
| Q4 24 | $261.2M | $14.0M | ||
| Q3 24 | $77.6M | $15.7M | ||
| Q2 24 | $100.2M | $37.8M | ||
| Q1 24 | $66.3M | $12.9M |
| Q4 25 | $237.0M | $-11.3M | ||
| Q3 25 | $63.7M | $9.0M | ||
| Q2 25 | $64.4M | $-26.0M | ||
| Q1 25 | $65.6M | $12.3M | ||
| Q4 24 | $224.5M | $12.5M | ||
| Q3 24 | $72.4M | $13.3M | ||
| Q2 24 | $94.1M | $35.8M | ||
| Q1 24 | $56.1M | $10.4M |
| Q4 25 | 130.9% | -7.6% | ||
| Q3 25 | 36.3% | 6.6% | ||
| Q2 25 | 38.0% | -23.5% | ||
| Q1 25 | 39.8% | 15.4% | ||
| Q4 24 | 137.8% | 11.6% | ||
| Q3 24 | 44.2% | 13.0% | ||
| Q2 24 | 61.2% | 36.1% | ||
| Q1 24 | 37.1% | 11.4% |
| Q4 25 | 26.7% | 4.8% | ||
| Q3 25 | 6.7% | 7.7% | ||
| Q2 25 | 8.1% | 11.0% | ||
| Q1 25 | 6.9% | 4.0% | ||
| Q4 24 | 22.5% | 1.4% | ||
| Q3 24 | 3.2% | 2.3% | ||
| Q2 24 | 3.9% | 2.0% | ||
| Q1 24 | 6.8% | 2.7% |
| Q4 25 | 4.79× | -0.50× | ||
| Q3 25 | 1.20× | 1.63× | ||
| Q2 25 | 1.25× | -1.00× | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | 1.79× | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.98× | 3.21× | ||
| Q1 24 | 1.32× | 2.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BANF
Segment breakdown not available.
SHLS
| System Solutions | $122.0M | 82% |
| Components | $26.3M | 18% |
