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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.

COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $326.2M, roughly 1.5× New Fortress Energy Inc.). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs -259.7%, a 289.4% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs -7.0%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% CAGR vs -26.8%).

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.

New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.

CBSH vs NFE — Head-to-Head

Bigger by revenue
CBSH
CBSH
1.5× larger
CBSH
$475.7M
$326.2M
NFE
Growing faster (revenue YoY)
CBSH
CBSH
+18.1% gap
CBSH
11.1%
-7.0%
NFE
Higher net margin
CBSH
CBSH
289.4% more per $
CBSH
29.8%
-259.7%
NFE
Faster 2-yr revenue CAGR
CBSH
CBSH
Annualised
CBSH
7.1%
-26.8%
NFE

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
CBSH
CBSH
NFE
NFE
Revenue
$475.7M
$326.2M
Net Profit
$141.6M
$-847.1M
Gross Margin
35.5%
Operating Margin
-193.0%
Net Margin
29.8%
-259.7%
Revenue YoY
11.1%
-7.0%
Net Profit YoY
10.5%
-277.4%
EPS (diluted)
$0.96
$-3.03

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
NFE
NFE
Q1 26
$475.7M
Q4 25
$449.4M
$326.2M
Q3 25
$441.0M
$240.3M
Q2 25
$445.8M
$228.1M
Q1 25
$428.1M
$384.9M
Q4 24
$422.1M
$350.7M
Q3 24
$421.4M
$446.0M
Q2 24
$414.5M
$291.2M
Net Profit
CBSH
CBSH
NFE
NFE
Q1 26
$141.6M
Q4 25
$140.7M
$-847.1M
Q3 25
$141.5M
$-263.0M
Q2 25
$152.5M
$-546.5M
Q1 25
$131.6M
$-175.4M
Q4 24
$136.1M
$-224.4M
Q3 24
$138.0M
$9.3M
Q2 24
$139.6M
$-88.9M
Gross Margin
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
35.5%
Q3 25
18.1%
Q2 25
8.4%
Q1 25
21.4%
Q4 24
17.6%
Q3 24
27.1%
Q2 24
23.8%
Operating Margin
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
40.8%
-193.0%
Q3 25
41.9%
-37.4%
Q2 25
44.0%
-170.3%
Q1 25
39.2%
-3.3%
Q4 24
41.2%
65.0%
Q3 24
42.4%
17.8%
Q2 24
43.4%
12.3%
Net Margin
CBSH
CBSH
NFE
NFE
Q1 26
29.8%
Q4 25
31.3%
-259.7%
Q3 25
32.1%
-109.4%
Q2 25
34.2%
-239.6%
Q1 25
30.7%
-45.6%
Q4 24
32.2%
-64.0%
Q3 24
32.8%
2.1%
Q2 24
33.7%
-30.5%
EPS (diluted)
CBSH
CBSH
NFE
NFE
Q1 26
$0.96
Q4 25
$0.86
$-3.03
Q3 25
$1.06
$-0.96
Q2 25
$1.14
$-1.99
Q1 25
$0.98
$-0.65
Q4 24
$0.83
$-1.10
Q3 24
$1.01
$0.03
Q2 24
$1.03
$-0.42

Balance Sheet & Financial Strength

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

Metric
CBSH
CBSH
NFE
NFE
Cash + ST InvestmentsLiquidity on hand
$226.5M
Total DebtLower is stronger
$8.2B
Stockholders' EquityBook value
$4.3B
$182.6M
Total Assets
$35.7B
$10.6B
Debt / EquityLower = less leverage
44.78×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
$226.5M
Q3 25
$145.2M
Q2 25
$551.1M
Q1 25
$447.9M
Q4 24
$492.9M
Q3 24
$90.8M
Q2 24
$133.0M
Total Debt
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
$8.2B
Q3 25
Q2 25
Q1 25
Q4 24
$8.9B
Q3 24
Q2 24
Stockholders' Equity
CBSH
CBSH
NFE
NFE
Q1 26
$4.3B
Q4 25
$3.8B
$182.6M
Q3 25
$3.8B
$1.1B
Q2 25
$3.6B
$1.3B
Q1 25
$3.5B
$1.8B
Q4 24
$3.3B
$1.9B
Q3 24
$3.4B
$1.6B
Q2 24
$3.1B
$1.6B
Total Assets
CBSH
CBSH
NFE
NFE
Q1 26
$35.7B
Q4 25
$32.9B
$10.6B
Q3 25
$32.3B
$12.0B
Q2 25
$32.3B
$12.0B
Q1 25
$32.4B
$13.1B
Q4 24
$32.0B
$12.9B
Q3 24
$31.5B
$12.0B
Q2 24
$30.6B
$11.4B
Debt / Equity
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
44.78×
Q3 25
Q2 25
Q1 25
Q4 24
4.74×
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
CBSH
CBSH
NFE
NFE
Operating Cash FlowLast quarter
$-76.2M
Free Cash FlowOCF − Capex
$-134.8M
FCF MarginFCF / Revenue
-41.3%
Capex IntensityCapex / Revenue
18.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-1.4B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
$645.1M
$-76.2M
Q3 25
$129.0M
$-171.0M
Q2 25
$111.2M
$-329.0M
Q1 25
$138.6M
$-7.2M
Q4 24
$577.9M
$445.3M
Q3 24
$431.7M
$-20.0M
Q2 24
$147.4M
$113.9M
Free Cash Flow
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
$592.4M
$-134.8M
Q3 25
$113.3M
$-231.6M
Q2 25
$100.5M
$-726.7M
Q1 25
$126.0M
$-262.3M
Q4 24
$531.7M
$-210.3M
Q3 24
$419.1M
$-367.0M
Q2 24
$138.9M
$-493.2M
FCF Margin
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
131.8%
-41.3%
Q3 25
25.7%
-96.4%
Q2 25
22.5%
-318.6%
Q1 25
29.4%
-68.2%
Q4 24
126.0%
-60.0%
Q3 24
99.5%
-82.3%
Q2 24
33.5%
-169.3%
Capex Intensity
CBSH
CBSH
NFE
NFE
Q1 26
Q4 25
11.7%
18.0%
Q3 25
3.6%
25.2%
Q2 25
2.4%
174.4%
Q1 25
2.9%
66.3%
Q4 24
10.9%
187.0%
Q3 24
3.0%
77.8%
Q2 24
2.1%
208.4%
Cash Conversion
CBSH
CBSH
NFE
NFE
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×
-2.15×
Q2 24
1.06×

Financial Flow Comparison

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

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