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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $475.7M, roughly 1.6× COMMERCE BANCSHARES INC). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 11.3%, a 18.4% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs -17.6%). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
CBSH vs NE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $475.7M | $764.4M |
| Net Profit | $141.6M | $86.6M |
| Gross Margin | — | — |
| Operating Margin | — | 5.6% |
| Net Margin | 29.8% | 11.3% |
| Revenue YoY | 11.1% | -17.6% |
| Net Profit YoY | 10.5% | -10.4% |
| EPS (diluted) | $0.96 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $441.0M | $798.0M | ||
| Q2 25 | $445.8M | $848.7M | ||
| Q1 25 | $428.1M | $874.5M | ||
| Q4 24 | $422.1M | $927.3M | ||
| Q3 24 | $421.4M | $800.5M | ||
| Q2 24 | $414.5M | $692.8M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $86.6M | ||
| Q3 25 | $141.5M | $-21.1M | ||
| Q2 25 | $152.5M | $42.9M | ||
| Q1 25 | $131.6M | $108.3M | ||
| Q4 24 | $136.1M | $96.6M | ||
| Q3 24 | $138.0M | $61.2M | ||
| Q2 24 | $139.6M | $195.0M |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 5.6% | ||
| Q3 25 | 41.9% | 6.3% | ||
| Q2 25 | 44.0% | 15.9% | ||
| Q1 25 | 39.2% | 21.4% | ||
| Q4 24 | 41.2% | 18.4% | ||
| Q3 24 | 42.4% | 14.4% | ||
| Q2 24 | 43.4% | 30.3% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 11.3% | ||
| Q3 25 | 32.1% | -2.6% | ||
| Q2 25 | 34.2% | 5.1% | ||
| Q1 25 | 30.7% | 12.4% | ||
| Q4 24 | 32.2% | 10.4% | ||
| Q3 24 | 32.8% | 7.6% | ||
| Q2 24 | 33.7% | 28.1% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.54 | ||
| Q3 25 | $1.06 | $-0.13 | ||
| Q2 25 | $1.14 | $0.27 | ||
| Q1 25 | $0.98 | $0.67 | ||
| Q4 24 | $0.83 | $0.56 | ||
| Q3 24 | $1.01 | $0.40 | ||
| Q2 24 | $1.03 | $1.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.3B | $4.5B |
| Total Assets | $35.7B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $477.9M | ||
| Q2 25 | — | $338.2M | ||
| Q1 25 | — | $303.8M | ||
| Q4 24 | — | $247.3M | ||
| Q3 24 | — | $391.9M | ||
| Q2 24 | — | $162.9M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $4.5B | ||
| Q3 25 | $3.8B | $4.5B | ||
| Q2 25 | $3.6B | $4.6B | ||
| Q1 25 | $3.5B | $4.7B | ||
| Q4 24 | $3.3B | $4.7B | ||
| Q3 24 | $3.4B | $4.7B | ||
| Q2 24 | $3.1B | $4.0B |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $7.5B | ||
| Q3 25 | $32.3B | $7.6B | ||
| Q2 25 | $32.3B | $7.7B | ||
| Q1 25 | $32.4B | $7.9B | ||
| Q4 24 | $32.0B | $8.0B | ||
| Q3 24 | $31.5B | $8.0B | ||
| Q2 24 | $30.6B | $5.6B |
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 | — | $187.1M |
| Free Cash FlowOCF − Capex | — | $35.4M |
| FCF MarginFCF / Revenue | — | 4.6% |
| Capex IntensityCapex / Revenue | — | 19.9% |
| Cash ConversionOCF / Net Profit | — | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $187.1M | ||
| Q3 25 | $129.0M | $277.1M | ||
| Q2 25 | $111.2M | $216.4M | ||
| Q1 25 | $138.6M | $271.1M | ||
| Q4 24 | $577.9M | $136.2M | ||
| Q3 24 | $431.7M | $283.8M | ||
| Q2 24 | $147.4M | $106.8M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $35.4M | ||
| Q3 25 | $113.3M | $139.5M | ||
| Q2 25 | $100.5M | $99.8M | ||
| Q1 25 | $126.0M | $157.5M | ||
| Q4 24 | $531.7M | $-4.4M | ||
| Q3 24 | $419.1M | $156.8M | ||
| Q2 24 | $138.9M | $-34.3M |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 4.6% | ||
| Q3 25 | 25.7% | 17.5% | ||
| Q2 25 | 22.5% | 11.8% | ||
| Q1 25 | 29.4% | 18.0% | ||
| Q4 24 | 126.0% | -0.5% | ||
| Q3 24 | 99.5% | 19.6% | ||
| Q2 24 | 33.5% | -4.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 19.9% | ||
| Q3 25 | 3.6% | 17.3% | ||
| Q2 25 | 2.4% | 13.7% | ||
| Q1 25 | 2.9% | 13.0% | ||
| Q4 24 | 10.9% | 15.2% | ||
| Q3 24 | 3.0% | 15.9% | ||
| Q2 24 | 2.1% | 20.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 2.16× | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.73× | 5.05× | ||
| Q1 25 | 1.05× | 2.50× | ||
| Q4 24 | 4.25× | 1.41× | ||
| Q3 24 | 3.13× | 4.64× | ||
| Q2 24 | 1.06× | 0.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CBSH
Segment breakdown not available.
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
