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Side-by-side financial comparison of CAMDEN NATIONAL CORP (CAC) and ON24 INC. (ONTF). Click either name above to swap in a different company.
CAMDEN NATIONAL CORP is the larger business by last-quarter revenue ($64.3M vs $34.6M, roughly 1.9× ON24 INC.). CAMDEN NATIONAL CORP runs the higher net margin — 34.0% vs -18.8%, a 52.8% gap on every dollar of revenue. Over the past eight quarters, CAMDEN NATIONAL CORP's revenue compounded faster (22.6% CAGR vs -4.2%).
Camden National Bank is a commercial bank headquartered in Camden, Maine, operating as the principal subsidiary of Camden National Corporation, a publicly traded bank holding company. Founded in 1875, the bank became a direct, wholly owned subsidiary of the holding company following a corporate reorganization in 1984. Following the 2025 merger with Northway Financial, the combined institution has approximately $7.0 billion in assets.
ON24 Inc., a San Francisco-based company, is a cloud-based platform that develops and sells web-based webinar, virtual conferencing, content hub, and landing page applications as a service for marketing and sales teams in B2B organizations. In 2023 it expanded its offerings to include generative AI services.
CAC vs ONTF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $64.3M | $34.6M |
| Net Profit | $21.9M | $-6.5M |
| Gross Margin | — | 74.9% |
| Operating Margin | — | -23.5% |
| Net Margin | 34.0% | -18.8% |
| Revenue YoY | — | -5.6% |
| Net Profit YoY | — | 26.8% |
| EPS (diluted) | $1.29 | $-0.15 |
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 | $64.3M | — | ||
| Q4 25 | $68.1M | $34.6M | ||
| Q3 25 | $65.4M | $34.6M | ||
| Q2 25 | $62.3M | $35.3M | ||
| Q1 25 | $60.1M | $34.7M | ||
| Q4 24 | $47.6M | $36.7M | ||
| Q3 24 | $45.0M | $36.3M | ||
| Q2 24 | $42.8M | $37.3M |
| Q1 26 | $21.9M | — | ||
| Q4 25 | $22.6M | $-6.5M | ||
| Q3 25 | $21.2M | $-6.4M | ||
| Q2 25 | $14.1M | $-7.3M | ||
| Q1 25 | $7.3M | $-8.7M | ||
| Q4 24 | $14.7M | $-8.9M | ||
| Q3 24 | $13.1M | $-11.4M | ||
| Q2 24 | $12.0M | $-11.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 74.9% | ||
| Q3 25 | — | 74.7% | ||
| Q2 25 | — | 75.1% | ||
| Q1 25 | — | 73.8% | ||
| Q4 24 | — | 74.5% | ||
| Q3 24 | — | 74.3% | ||
| Q2 24 | — | 74.5% |
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | -23.5% | ||
| Q3 25 | 40.5% | -23.1% | ||
| Q2 25 | 28.5% | -26.0% | ||
| Q1 25 | 10.3% | -30.1% | ||
| Q4 24 | 38.7% | -32.1% | ||
| Q3 24 | 35.2% | -36.7% | ||
| Q2 24 | 34.7% | -35.0% |
| Q1 26 | 34.0% | — | ||
| Q4 25 | 33.1% | -18.8% | ||
| Q3 25 | 32.4% | -18.4% | ||
| Q2 25 | 22.6% | -20.6% | ||
| Q1 25 | 12.2% | -25.1% | ||
| Q4 24 | 30.8% | -24.2% | ||
| Q3 24 | 29.1% | -31.4% | ||
| Q2 24 | 28.0% | -29.9% |
| Q1 26 | $1.29 | — | ||
| Q4 25 | $1.33 | $-0.15 | ||
| Q3 25 | $1.25 | $-0.15 | ||
| Q2 25 | $0.83 | $-0.17 | ||
| Q1 25 | $0.43 | $-0.21 | ||
| Q4 24 | $1.00 | $-0.21 | ||
| Q3 24 | $0.90 | $-0.27 | ||
| Q2 24 | $0.81 | $-0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $37.0M |
| Total DebtLower is stronger | $514.4M | — |
| Stockholders' EquityBook value | $710.0M | $139.4M |
| Total Assets | $7.0B | $228.4M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $37.0M | ||
| Q3 25 | — | $47.2M | ||
| Q2 25 | — | $37.7M | ||
| Q1 25 | — | $26.8M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $15.5M |
| Q1 26 | $514.4M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $710.0M | — | ||
| Q4 25 | $696.6M | $139.4M | ||
| Q3 25 | $676.4M | $144.3M | ||
| Q2 25 | $652.1M | $150.0M | ||
| Q1 25 | $640.1M | $153.7M | ||
| Q4 24 | $531.2M | $159.4M | ||
| Q3 24 | $529.9M | $164.9M | ||
| Q2 24 | $508.3M | $170.8M |
| Q1 26 | $7.0B | — | ||
| Q4 25 | $7.0B | $228.4M | ||
| Q3 25 | $7.0B | $224.8M | ||
| Q2 25 | $6.9B | $235.1M | ||
| Q1 25 | $7.0B | $245.8M | ||
| Q4 24 | $5.8B | $251.0M | ||
| Q3 24 | $5.7B | $250.9M | ||
| Q2 24 | $5.7B | $259.0M |
| Q1 26 | 0.72× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-1.1M |
| Free Cash FlowOCF − Capex | — | $-2.2M |
| FCF MarginFCF / Revenue | — | -6.4% |
| Capex IntensityCapex / Revenue | — | 3.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $63.9M | $-1.1M | ||
| Q3 25 | $36.1M | $2.5M | ||
| Q2 25 | $6.0M | $2.6M | ||
| Q1 25 | $1.0M | $3.4M | ||
| Q4 24 | $60.9M | $985.0K | ||
| Q3 24 | $-14.5M | $295.0K | ||
| Q2 24 | $14.5M | $1.4M |
| Q1 26 | — | — | ||
| Q4 25 | $58.2M | $-2.2M | ||
| Q3 25 | $35.4M | $2.2M | ||
| Q2 25 | $4.5M | $2.1M | ||
| Q1 25 | $-727.0K | $1.9M | ||
| Q4 24 | $55.4M | $424.0K | ||
| Q3 24 | $-16.2M | $143.0K | ||
| Q2 24 | $13.2M | $898.0K |
| Q1 26 | — | — | ||
| Q4 25 | 85.5% | -6.4% | ||
| Q3 25 | 54.1% | 6.2% | ||
| Q2 25 | 7.3% | 5.9% | ||
| Q1 25 | -1.2% | 5.6% | ||
| Q4 24 | 116.4% | 1.2% | ||
| Q3 24 | -36.0% | 0.4% | ||
| Q2 24 | 30.8% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 3.3% | ||
| Q3 25 | 1.1% | 1.1% | ||
| Q2 25 | 2.4% | 1.4% | ||
| Q1 25 | 2.9% | 4.2% | ||
| Q4 24 | 11.7% | 1.5% | ||
| Q3 24 | 3.8% | 0.4% | ||
| Q2 24 | 3.0% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.83× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 4.15× | — | ||
| Q3 24 | -1.11× | — | ||
| Q2 24 | 1.21× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAC
| Net Interest Income | $52.4M | 81% |
| Noninterest Income | $12.0M | 19% |
ONTF
Segment breakdown not available.
