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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and DIODES INC (DIOD). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $391.6M, roughly 1.2× DIODES INC). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 2.6%, a 27.2% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 11.1%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 7.1%).
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
CBSH vs DIOD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $475.7M | $391.6M |
| Net Profit | $141.6M | $10.2M |
| Gross Margin | — | 31.1% |
| Operating Margin | — | 3.4% |
| Net Margin | 29.8% | 2.6% |
| Revenue YoY | 11.1% | 15.4% |
| Net Profit YoY | 0.7% | 23.8% |
| EPS (diluted) | $0.96 | $0.23 |
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 | $475.7M | — | ||
| Q4 25 | $449.4M | $391.6M | ||
| Q3 25 | $441.0M | $392.2M | ||
| Q2 25 | $445.8M | $366.2M | ||
| Q1 25 | $428.1M | $332.1M | ||
| Q4 24 | $422.1M | $339.3M | ||
| Q3 24 | $421.4M | $350.1M | ||
| Q2 24 | $414.5M | $319.8M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $10.2M | ||
| Q3 25 | $141.5M | $14.3M | ||
| Q2 25 | $152.5M | $46.1M | ||
| Q1 25 | $131.6M | $-4.4M | ||
| Q4 24 | $136.1M | $8.2M | ||
| Q3 24 | $138.0M | $13.7M | ||
| Q2 24 | $139.6M | $8.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 32.7% | ||
| Q3 24 | — | 33.7% | ||
| Q2 24 | — | 33.6% |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 3.4% | ||
| Q3 25 | 41.9% | 3.0% | ||
| Q2 25 | 44.0% | 2.6% | ||
| Q1 25 | 39.2% | 0.4% | ||
| Q4 24 | 41.2% | 3.5% | ||
| Q3 24 | 42.4% | 6.2% | ||
| Q2 24 | 43.4% | 1.2% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 2.6% | ||
| Q3 25 | 32.1% | 3.6% | ||
| Q2 25 | 34.2% | 12.6% | ||
| Q1 25 | 30.7% | -1.3% | ||
| Q4 24 | 32.2% | 2.4% | ||
| Q3 24 | 32.8% | 3.9% | ||
| Q2 24 | 33.7% | 2.5% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.23 | ||
| Q3 25 | $1.06 | $0.31 | ||
| Q2 25 | $1.14 | $0.99 | ||
| Q1 25 | $0.98 | $-0.10 | ||
| Q4 24 | $0.83 | $0.18 | ||
| Q3 24 | $1.01 | $0.30 | ||
| Q2 24 | $1.03 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $377.0M |
| Total DebtLower is stronger | — | $25.7M |
| Stockholders' EquityBook value | $4.3B | $1.9B |
| Total Assets | $35.7B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $377.0M | ||
| Q3 25 | — | $386.4M | ||
| Q2 25 | — | $327.3M | ||
| Q1 25 | — | $343.9M | ||
| Q4 24 | — | $316.1M | ||
| Q3 24 | — | $319.3M | ||
| Q2 24 | — | $273.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $1.9B | ||
| Q3 25 | $3.8B | $1.9B | ||
| Q2 25 | $3.6B | $1.9B | ||
| Q1 25 | $3.5B | $1.8B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $3.1B | $1.8B |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $2.4B | ||
| Q3 25 | $32.3B | $2.5B | ||
| Q2 25 | $32.3B | $2.5B | ||
| Q1 25 | $32.4B | $2.4B | ||
| Q4 24 | $32.0B | $2.4B | ||
| Q3 24 | $31.5B | $2.4B | ||
| Q2 24 | $30.6B | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× |
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 | — | $38.1M |
| Free Cash FlowOCF − Capex | — | $12.4M |
| FCF MarginFCF / Revenue | — | 3.2% |
| Capex IntensityCapex / Revenue | — | 6.6% |
| Cash ConversionOCF / Net Profit | — | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | — | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $38.1M | ||
| Q3 25 | $129.0M | $79.1M | ||
| Q2 25 | $111.2M | $41.5M | ||
| Q1 25 | $138.6M | $56.7M | ||
| Q4 24 | $577.9M | $81.8M | ||
| Q3 24 | $431.7M | $54.4M | ||
| Q2 24 | $147.4M | $14.4M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $12.4M | ||
| Q3 25 | $113.3M | $62.8M | ||
| Q2 25 | $100.5M | $21.1M | ||
| Q1 25 | $126.0M | $40.8M | ||
| Q4 24 | $531.7M | $62.1M | ||
| Q3 24 | $419.1M | $39.4M | ||
| Q2 24 | $138.9M | $-3.5M |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 3.2% | ||
| Q3 25 | 25.7% | 16.0% | ||
| Q2 25 | 22.5% | 5.8% | ||
| Q1 25 | 29.4% | 12.3% | ||
| Q4 24 | 126.0% | 18.3% | ||
| Q3 24 | 99.5% | 11.2% | ||
| Q2 24 | 33.5% | -1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 6.6% | ||
| Q3 25 | 3.6% | 4.2% | ||
| Q2 25 | 2.4% | 5.6% | ||
| Q1 25 | 2.9% | 4.8% | ||
| Q4 24 | 10.9% | 5.8% | ||
| Q3 24 | 3.0% | 4.3% | ||
| Q2 24 | 2.1% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 3.74× | ||
| Q3 25 | 0.91× | 5.54× | ||
| Q2 25 | 0.73× | 0.90× | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 4.25× | 9.93× | ||
| Q3 24 | 3.13× | 3.95× | ||
| Q2 24 | 1.06× | 1.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CBSH
Segment breakdown not available.
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
