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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.

Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $475.7M, roughly 1.2× COMMERCE BANCSHARES INC). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 11.1%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.

Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.

CBSH vs MBLY — Head-to-Head

Bigger by revenue
MBLY
MBLY
1.2× larger
MBLY
$558.0M
$475.7M
CBSH
Growing faster (revenue YoY)
MBLY
MBLY
+16.3% gap
MBLY
27.4%
11.1%
CBSH
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
12.7%
7.1%
CBSH

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
CBSH
CBSH
MBLY
MBLY
Revenue
$475.7M
$558.0M
Net Profit
$141.6M
Gross Margin
49.3%
Operating Margin
-647.5%
Net Margin
29.8%
Revenue YoY
11.1%
27.4%
Net Profit YoY
10.5%
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.

Revenue
CBSH
CBSH
MBLY
MBLY
Q1 26
$475.7M
$558.0M
Q4 25
$449.4M
$446.0M
Q3 25
$441.0M
$504.0M
Q2 25
$445.8M
$506.0M
Q1 25
$428.1M
$438.0M
Q4 24
$422.1M
$490.0M
Q3 24
$421.4M
$486.0M
Q2 24
$414.5M
$439.0M
Net Profit
CBSH
CBSH
MBLY
MBLY
Q1 26
$141.6M
Q4 25
$140.7M
$-127.0M
Q3 25
$141.5M
$-96.0M
Q2 25
$152.5M
$-67.0M
Q1 25
$131.6M
$-102.0M
Q4 24
$136.1M
$-71.0M
Q3 24
$138.0M
$-2.7B
Q2 24
$139.6M
$-86.0M
Gross Margin
CBSH
CBSH
MBLY
MBLY
Q1 26
49.3%
Q4 25
45.3%
Q3 25
48.2%
Q2 25
49.8%
Q1 25
47.3%
Q4 24
49.2%
Q3 24
48.8%
Q2 24
47.6%
Operating Margin
CBSH
CBSH
MBLY
MBLY
Q1 26
-647.5%
Q4 25
40.8%
-31.4%
Q3 25
41.9%
-21.6%
Q2 25
44.0%
-14.6%
Q1 25
39.2%
-26.7%
Q4 24
41.2%
-17.6%
Q3 24
42.4%
-577.6%
Q2 24
43.4%
-21.4%
Net Margin
CBSH
CBSH
MBLY
MBLY
Q1 26
29.8%
Q4 25
31.3%
-28.5%
Q3 25
32.1%
-19.0%
Q2 25
34.2%
-13.2%
Q1 25
30.7%
-23.3%
Q4 24
32.2%
-14.5%
Q3 24
32.8%
-558.6%
Q2 24
33.7%
-19.6%
EPS (diluted)
CBSH
CBSH
MBLY
MBLY
Q1 26
$0.96
Q4 25
$0.86
$-0.15
Q3 25
$1.06
$-0.12
Q2 25
$1.14
$-0.08
Q1 25
$0.98
$-0.13
Q4 24
$0.83
$-0.09
Q3 24
$1.01
$-3.35
Q2 24
$1.03
$-0.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CBSH
CBSH
MBLY
MBLY
Cash + ST InvestmentsLiquidity on hand
$1.2B
Total DebtLower is stronger
Stockholders' EquityBook value
$4.3B
$8.2B
Total Assets
$35.7B
$8.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CBSH
CBSH
MBLY
MBLY
Q1 26
$1.2B
Q4 25
$1.8B
Q3 25
$1.7B
Q2 25
$1.7B
Q1 25
$1.5B
Q4 24
$1.4B
Q3 24
$1.3B
Q2 24
$1.2B
Stockholders' Equity
CBSH
CBSH
MBLY
MBLY
Q1 26
$4.3B
$8.2B
Q4 25
$3.8B
$11.9B
Q3 25
$3.8B
$11.9B
Q2 25
$3.6B
$12.1B
Q1 25
$3.5B
$12.0B
Q4 24
$3.3B
$12.1B
Q3 24
$3.4B
$12.1B
Q2 24
$3.1B
$14.7B
Total Assets
CBSH
CBSH
MBLY
MBLY
Q1 26
$35.7B
$8.7B
Q4 25
$32.9B
$12.5B
Q3 25
$32.3B
$12.5B
Q2 25
$32.3B
$12.6B
Q1 25
$32.4B
$12.5B
Q4 24
$32.0B
$12.6B
Q3 24
$31.5B
$12.6B
Q2 24
$30.6B
$15.3B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CBSH
CBSH
MBLY
MBLY
Operating Cash FlowLast quarter
$75.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CBSH
CBSH
MBLY
MBLY
Q1 26
$75.0M
Q4 25
$645.1M
$113.0M
Q3 25
$129.0M
$167.0M
Q2 25
$111.2M
$213.0M
Q1 25
$138.6M
$109.0M
Q4 24
$577.9M
$204.0M
Q3 24
$431.7M
$126.0M
Q2 24
$147.4M
$30.0M
Free Cash Flow
CBSH
CBSH
MBLY
MBLY
Q1 26
Q4 25
$592.4M
$86.0M
Q3 25
$113.3M
$143.0M
Q2 25
$100.5M
$199.0M
Q1 25
$126.0M
$95.0M
Q4 24
$531.7M
$191.0M
Q3 24
$419.1M
$104.0M
Q2 24
$138.9M
$6.0M
FCF Margin
CBSH
CBSH
MBLY
MBLY
Q1 26
Q4 25
131.8%
19.3%
Q3 25
25.7%
28.4%
Q2 25
22.5%
39.3%
Q1 25
29.4%
21.7%
Q4 24
126.0%
39.0%
Q3 24
99.5%
21.4%
Q2 24
33.5%
1.4%
Capex Intensity
CBSH
CBSH
MBLY
MBLY
Q1 26
Q4 25
11.7%
6.1%
Q3 25
3.6%
4.8%
Q2 25
2.4%
2.8%
Q1 25
2.9%
3.2%
Q4 24
10.9%
2.7%
Q3 24
3.0%
4.5%
Q2 24
2.1%
5.5%
Cash Conversion
CBSH
CBSH
MBLY
MBLY
Q1 26
Q4 25
4.59×
Q3 25
0.91×
Q2 25
0.73×
Q1 25
1.05×
Q4 24
4.25×
Q3 24
3.13×
Q2 24
1.06×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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