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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $475.7M, roughly 1.1× COMMERCE BANCSHARES INC). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 27.9%, a 1.9% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 3.2%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% CAGR vs 3.8%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
CBSH vs KIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $475.7M | $542.5M |
| Net Profit | $141.6M | $151.2M |
| Gross Margin | — | — |
| Operating Margin | — | 36.4% |
| Net Margin | 29.8% | 27.9% |
| Revenue YoY | 11.1% | 3.2% |
| Net Profit YoY | 0.7% | -9.0% |
| EPS (diluted) | $0.96 | — |
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 | $542.5M | ||
| Q3 25 | $441.0M | $535.9M | ||
| Q2 25 | $445.8M | $525.2M | ||
| Q1 25 | $428.1M | $536.6M | ||
| Q4 24 | $422.1M | $525.4M | ||
| Q3 24 | $421.4M | $507.6M | ||
| Q2 24 | $414.5M | $500.2M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $151.2M | ||
| Q3 25 | $141.5M | $137.8M | ||
| Q2 25 | $152.5M | $163.0M | ||
| Q1 25 | $131.6M | $132.8M | ||
| Q4 24 | $136.1M | $166.0M | ||
| Q3 24 | $138.0M | $136.0M | ||
| Q2 24 | $139.6M | $119.7M |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 36.4% | ||
| Q3 25 | 41.9% | 34.9% | ||
| Q2 25 | 44.0% | 39.2% | ||
| Q1 25 | 39.2% | 33.6% | ||
| Q4 24 | 41.2% | 31.7% | ||
| Q3 24 | 42.4% | 33.7% | ||
| Q2 24 | 43.4% | 32.1% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 27.9% | ||
| Q3 25 | 32.1% | 25.7% | ||
| Q2 25 | 34.2% | 31.0% | ||
| Q1 25 | 30.7% | 24.8% | ||
| Q4 24 | 32.2% | 31.6% | ||
| Q3 24 | 32.8% | 26.8% | ||
| Q2 24 | 33.7% | 23.9% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | — | ||
| Q3 25 | $1.06 | — | ||
| Q2 25 | $1.14 | — | ||
| Q1 25 | $0.98 | — | ||
| Q4 24 | $0.83 | — | ||
| Q3 24 | $1.01 | — | ||
| Q2 24 | $1.03 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $211.6M |
| Total DebtLower is stronger | — | $7.7B |
| Stockholders' EquityBook value | $4.3B | $10.4B |
| Total Assets | $35.7B | $19.7B |
| Debt / EquityLower = less leverage | — | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $211.6M | ||
| Q3 25 | — | $159.3M | ||
| Q2 25 | — | $226.6M | ||
| Q1 25 | — | $131.3M | ||
| Q4 24 | — | $688.6M | ||
| Q3 24 | — | $789.0M | ||
| Q2 24 | — | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $10.4B | ||
| Q3 25 | $3.8B | $10.5B | ||
| Q2 25 | $3.6B | $10.5B | ||
| Q1 25 | $3.5B | $10.6B | ||
| Q4 24 | $3.3B | $10.7B | ||
| Q3 24 | $3.4B | $10.5B | ||
| Q2 24 | $3.1B | $10.6B |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $19.7B | ||
| Q3 25 | $32.3B | $19.9B | ||
| Q2 25 | $32.3B | $19.8B | ||
| Q1 25 | $32.4B | $19.7B | ||
| Q4 24 | $32.0B | $20.3B | ||
| Q3 24 | $31.5B | $20.1B | ||
| Q2 24 | $30.6B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| 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 | — | $258.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | — | 1.71× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $258.4M | ||
| Q3 25 | $129.0M | $332.4M | ||
| Q2 25 | $111.2M | $305.4M | ||
| Q1 25 | $138.6M | $223.8M | ||
| Q4 24 | $577.9M | $239.5M | ||
| Q3 24 | $431.7M | $295.9M | ||
| Q2 24 | $147.4M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | — | ||
| Q3 25 | $113.3M | — | ||
| Q2 25 | $100.5M | — | ||
| Q1 25 | $126.0M | $205.4M | ||
| Q4 24 | $531.7M | — | ||
| Q3 24 | $419.1M | — | ||
| Q2 24 | $138.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 29.4% | 38.3% | ||
| Q4 24 | 126.0% | — | ||
| Q3 24 | 99.5% | — | ||
| Q2 24 | 33.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 0.0% | ||
| Q3 25 | 3.6% | 0.0% | ||
| Q2 25 | 2.4% | 0.0% | ||
| Q1 25 | 2.9% | 3.4% | ||
| Q4 24 | 10.9% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 1.71× | ||
| Q3 25 | 0.91× | 2.41× | ||
| Q2 25 | 0.73× | 1.87× | ||
| Q1 25 | 1.05× | 1.69× | ||
| Q4 24 | 4.25× | 1.44× | ||
| Q3 24 | 3.13× | 2.18× | ||
| Q2 24 | 1.06× | 2.46× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
