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Side-by-side financial comparison of BLACKLINE, INC. (BL) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
BLACKLINE, INC. is the larger business by last-quarter revenue ($183.2M vs $104.0M, roughly 1.8× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 2.7%, a 24.0% gap on every dollar of revenue. Over the past eight quarters, BLACKLINE, INC.'s revenue compounded faster (7.9% CAGR vs 3.9%).
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
BL vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.2M | $104.0M |
| Net Profit | $4.9M | $27.7M |
| Gross Margin | 75.2% | — |
| Operating Margin | 3.7% | — |
| Net Margin | 2.7% | 26.6% |
| Revenue YoY | 8.1% | — |
| Net Profit YoY | -91.3% | — |
| EPS (diluted) | $0.07 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $183.2M | $103.4M | ||
| Q3 25 | $178.3M | $109.8M | ||
| Q2 25 | $172.0M | $83.5M | ||
| Q1 25 | $166.9M | $94.1M | ||
| Q4 24 | $169.5M | $78.3M | ||
| Q3 24 | $165.9M | $90.8M | ||
| Q2 24 | $160.5M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $4.9M | $29.5M | ||
| Q3 25 | $5.3M | $8.6M | ||
| Q2 25 | $8.3M | $14.6M | ||
| Q1 25 | $6.1M | $22.4M | ||
| Q4 24 | $56.4M | $14.3M | ||
| Q3 24 | $17.2M | $18.6M | ||
| Q2 24 | $76.7M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 75.2% | — | ||
| Q3 25 | 75.1% | — | ||
| Q2 25 | 75.2% | — | ||
| Q1 25 | 75.5% | — | ||
| Q4 24 | 75.6% | — | ||
| Q3 24 | 75.2% | — | ||
| Q2 24 | 74.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 36.2% | ||
| Q3 25 | 4.3% | 10.0% | ||
| Q2 25 | 4.4% | 22.3% | ||
| Q1 25 | 2.1% | 30.4% | ||
| Q4 24 | 3.7% | 23.0% | ||
| Q3 24 | 5.0% | 26.1% | ||
| Q2 24 | 1.4% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 2.7% | 28.5% | ||
| Q3 25 | 3.0% | 7.9% | ||
| Q2 25 | 4.8% | 17.5% | ||
| Q1 25 | 3.6% | 23.8% | ||
| Q4 24 | 33.3% | 18.2% | ||
| Q3 24 | 10.4% | 20.5% | ||
| Q2 24 | 47.8% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.07 | $0.95 | ||
| Q3 25 | $0.09 | $0.27 | ||
| Q2 25 | $0.13 | $0.47 | ||
| Q1 25 | $0.10 | $0.71 | ||
| Q4 24 | $0.79 | $0.45 | ||
| Q3 24 | $0.27 | $0.60 | ||
| Q2 24 | $0.22 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $390.0M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $332.3M | $1.3B |
| Total Assets | $1.8B | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $424.2M | ||
| Q3 25 | $419.9M | $626.9M | ||
| Q2 25 | $459.1M | $334.1M | ||
| Q1 25 | $479.5M | $486.2M | ||
| Q4 24 | $885.9M | $470.2M | ||
| Q3 24 | $725.3M | $321.2M | ||
| Q2 24 | $616.6M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $332.3M | $1.2B | ||
| Q3 25 | $328.3M | $1.2B | ||
| Q2 25 | $414.0M | $1.2B | ||
| Q1 25 | $417.9M | $1.2B | ||
| Q4 24 | $446.7M | $1.1B | ||
| Q3 24 | $367.9M | $1.1B | ||
| Q2 24 | $325.8M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $1.8B | $9.7B | ||
| Q3 25 | $1.7B | $9.8B | ||
| Q2 25 | $1.8B | $9.7B | ||
| Q1 25 | $1.8B | $9.8B | ||
| Q4 24 | $1.8B | $9.7B | ||
| Q3 24 | $1.7B | $10.0B | ||
| Q2 24 | $1.9B | $9.9B |
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 | $26.7M | — |
| Free Cash FlowOCF − Capex | $26.1M | — |
| FCF MarginFCF / Revenue | 14.2% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 5.46× | — |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $26.7M | $158.9M | ||
| Q3 25 | $63.8M | $59.3M | ||
| Q2 25 | $32.3M | $20.6M | ||
| Q1 25 | $46.7M | $35.6M | ||
| Q4 24 | $43.8M | $108.5M | ||
| Q3 24 | $55.9M | $39.6M | ||
| Q2 24 | $40.7M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $26.1M | $151.1M | ||
| Q3 25 | $63.3M | $56.8M | ||
| Q2 25 | $31.4M | $19.6M | ||
| Q1 25 | $40.8M | $34.8M | ||
| Q4 24 | $43.0M | $86.4M | ||
| Q3 24 | $55.5M | $32.2M | ||
| Q2 24 | $40.0M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 14.2% | 146.0% | ||
| Q3 25 | 35.5% | 51.7% | ||
| Q2 25 | 18.2% | 23.5% | ||
| Q1 25 | 24.4% | 37.0% | ||
| Q4 24 | 25.4% | 110.3% | ||
| Q3 24 | 33.5% | 35.5% | ||
| Q2 24 | 24.9% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 7.6% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 0.6% | 1.2% | ||
| Q1 25 | 3.6% | 0.8% | ||
| Q4 24 | 0.4% | 28.1% | ||
| Q3 24 | 0.2% | 8.1% | ||
| Q2 24 | 0.4% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.46× | 5.38× | ||
| Q3 25 | 12.07× | 6.88× | ||
| Q2 25 | 3.90× | 1.41× | ||
| Q1 25 | 7.72× | 1.59× | ||
| Q4 24 | 0.78× | 7.60× | ||
| Q3 24 | 3.24× | 2.13× | ||
| Q2 24 | 0.53× | 0.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 5% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
