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Side-by-side financial comparison of BANCFIRST CORP (BANF) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $103.6M, roughly 1.7× TACTILE SYSTEMS TECHNOLOGY INC). BANCFIRST CORP runs the higher net margin — 32.9% vs 10.3%, a 22.6% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 11.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $16.8M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
BANF vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $103.6M |
| Net Profit | $59.5M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 41.6% | 18.1% |
| Net Margin | 32.9% | 10.3% |
| Revenue YoY | 11.1% | 21.0% |
| Net Profit YoY | 5.3% | 9.4% |
| EPS (diluted) | $1.75 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $175.5M | $85.8M | ||
| Q2 25 | $169.3M | $78.9M | ||
| Q1 25 | $164.8M | $61.3M | ||
| Q4 24 | $162.9M | $85.6M | ||
| Q3 24 | $163.7M | $73.1M | ||
| Q2 24 | $153.8M | $73.2M | ||
| Q1 24 | $151.0M | $61.1M |
| Q4 25 | $59.5M | $10.6M | ||
| Q3 25 | $62.7M | $8.2M | ||
| Q2 25 | $62.3M | $3.2M | ||
| Q1 25 | $56.1M | $-3.0M | ||
| Q4 24 | $56.5M | $9.7M | ||
| Q3 24 | $58.9M | $5.2M | ||
| Q2 24 | $50.6M | $4.3M | ||
| Q1 24 | $50.3M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 41.6% | 18.1% | ||
| Q3 25 | 45.0% | 12.8% | ||
| Q2 25 | 47.1% | 5.2% | ||
| Q1 25 | 43.1% | -7.4% | ||
| Q4 24 | 44.2% | 14.6% | ||
| Q3 24 | 45.2% | 9.3% | ||
| Q2 24 | 42.4% | 8.0% | ||
| Q1 24 | 42.5% | -4.9% |
| Q4 25 | 32.9% | 10.3% | ||
| Q3 25 | 35.7% | 9.6% | ||
| Q2 25 | 36.8% | 4.1% | ||
| Q1 25 | 34.0% | -4.9% | ||
| Q4 24 | 34.7% | 11.4% | ||
| Q3 24 | 36.0% | 7.1% | ||
| Q2 24 | 32.9% | 5.9% | ||
| Q1 24 | 33.3% | -3.6% |
| Q4 25 | $1.75 | $0.45 | ||
| Q3 25 | $1.85 | $0.36 | ||
| Q2 25 | $1.85 | $0.14 | ||
| Q1 25 | $1.66 | $-0.13 | ||
| Q4 24 | $1.68 | $0.40 | ||
| Q3 24 | $1.75 | $0.21 | ||
| Q2 24 | $1.51 | $0.18 | ||
| Q1 24 | $1.50 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.9B | $218.9M |
| Total Assets | $14.8B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.4M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $81.5M | ||
| Q1 25 | — | $83.6M | ||
| Q4 24 | — | $94.4M | ||
| Q3 24 | — | $82.1M | ||
| Q2 24 | — | $73.6M | ||
| Q1 24 | — | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $1.9B | $218.9M | ||
| Q3 25 | $1.8B | $204.9M | ||
| Q2 25 | $1.7B | $194.9M | ||
| Q1 25 | $1.7B | $205.6M | ||
| Q4 24 | $1.6B | $216.6M | ||
| Q3 24 | $1.6B | $207.9M | ||
| Q2 24 | $1.5B | $200.7M | ||
| Q1 24 | $1.5B | $193.5M |
| Q4 25 | $14.8B | $273.9M | ||
| Q3 25 | $14.2B | $259.2M | ||
| Q2 25 | $14.0B | $273.0M | ||
| Q1 25 | $14.0B | $280.2M | ||
| Q4 24 | $13.6B | $297.9M | ||
| Q3 24 | $13.3B | $287.7M | ||
| Q2 24 | $12.7B | $278.8M | ||
| Q1 24 | $12.6B | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $237.0M | $16.8M |
| FCF MarginFCF / Revenue | 130.9% | 16.2% |
| Capex IntensityCapex / Revenue | 26.7% | 0.5% |
| Cash ConversionOCF / Net Profit | 4.79× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $17.3M | ||
| Q3 25 | $75.4M | $10.3M | ||
| Q2 25 | $78.1M | $14.8M | ||
| Q1 25 | $77.0M | $417.0K | ||
| Q4 24 | $261.2M | $16.3M | ||
| Q3 24 | $77.6M | $10.3M | ||
| Q2 24 | $100.2M | $13.1M | ||
| Q1 24 | $66.3M | $924.0K |
| Q4 25 | $237.0M | $16.8M | ||
| Q3 25 | $63.7M | $9.2M | ||
| Q2 25 | $64.4M | $14.4M | ||
| Q1 25 | $65.6M | $38.0K | ||
| Q4 24 | $224.5M | $15.9M | ||
| Q3 24 | $72.4M | $9.3M | ||
| Q2 24 | $94.1M | $12.6M | ||
| Q1 24 | $56.1M | $442.0K |
| Q4 25 | 130.9% | 16.2% | ||
| Q3 25 | 36.3% | 10.8% | ||
| Q2 25 | 38.0% | 18.2% | ||
| Q1 25 | 39.8% | 0.1% | ||
| Q4 24 | 137.8% | 18.5% | ||
| Q3 24 | 44.2% | 12.7% | ||
| Q2 24 | 61.2% | 17.3% | ||
| Q1 24 | 37.1% | 0.7% |
| Q4 25 | 26.7% | 0.5% | ||
| Q3 25 | 6.7% | 1.3% | ||
| Q2 25 | 8.1% | 0.5% | ||
| Q1 25 | 6.9% | 0.6% | ||
| Q4 24 | 22.5% | 0.5% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 3.9% | 0.7% | ||
| Q1 24 | 6.8% | 0.8% |
| Q4 25 | 4.79× | 1.63× | ||
| Q3 25 | 1.20× | 1.26× | ||
| Q2 25 | 1.25× | 4.59× | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | 1.68× | ||
| Q3 24 | 1.32× | 1.99× | ||
| Q2 24 | 1.98× | 3.06× | ||
| 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.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
