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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $324.4M, roughly 1.5× Revolve Group, Inc.). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 5.7%, a 24.1% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 10.4%). Over the past eight quarters, Revolve Group, Inc.'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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
CBSH vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $475.7M | $324.4M |
| Net Profit | $141.6M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 29.8% | 5.7% |
| Revenue YoY | 11.1% | 10.4% |
| Net Profit YoY | 10.5% | 50.4% |
| EPS (diluted) | $0.96 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $441.0M | $295.6M | ||
| Q2 25 | $445.8M | $309.0M | ||
| Q1 25 | $428.1M | $296.7M | ||
| Q4 24 | $422.1M | $293.7M | ||
| Q3 24 | $421.4M | $283.1M | ||
| Q2 24 | $414.5M | $282.5M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $18.6M | ||
| Q3 25 | $141.5M | $21.2M | ||
| Q2 25 | $152.5M | $10.2M | ||
| Q1 25 | $131.6M | $11.8M | ||
| Q4 24 | $136.1M | $12.3M | ||
| Q3 24 | $138.0M | $11.0M | ||
| Q2 24 | $139.6M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 6.3% | ||
| Q3 25 | 41.9% | 7.1% | ||
| Q2 25 | 44.0% | 5.8% | ||
| Q1 25 | 39.2% | 5.0% | ||
| Q4 24 | 41.2% | 3.9% | ||
| Q3 24 | 42.4% | 5.0% | ||
| Q2 24 | 43.4% | 5.8% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 5.7% | ||
| Q3 25 | 32.1% | 7.2% | ||
| Q2 25 | 34.2% | 3.3% | ||
| Q1 25 | 30.7% | 4.0% | ||
| Q4 24 | 32.2% | 4.2% | ||
| Q3 24 | 32.8% | 3.9% | ||
| Q2 24 | 33.7% | 5.4% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.27 | ||
| Q3 25 | $1.06 | $0.29 | ||
| Q2 25 | $1.14 | $0.14 | ||
| Q1 25 | $0.98 | $0.16 | ||
| Q4 24 | $0.83 | $0.18 | ||
| Q3 24 | $1.01 | $0.15 | ||
| Q2 24 | $1.03 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.3B | $512.5M |
| Total Assets | $35.7B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $512.5M | ||
| Q3 25 | $3.8B | $490.2M | ||
| Q2 25 | $3.6B | $468.6M | ||
| Q1 25 | $3.5B | $453.4M | ||
| Q4 24 | $3.3B | $437.8M | ||
| Q3 24 | $3.4B | $420.8M | ||
| Q2 24 | $3.1B | $405.8M |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $765.0M | ||
| Q3 25 | $32.3B | $751.3M | ||
| Q2 25 | $32.3B | $722.9M | ||
| Q1 25 | $32.4B | $713.9M | ||
| Q4 24 | $32.0B | $665.5M | ||
| Q3 24 | $31.5B | $670.9M | ||
| Q2 24 | $30.6B | $657.8M |
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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $-10.2M | ||
| Q3 25 | $129.0M | $11.8M | ||
| Q2 25 | $111.2M | $12.6M | ||
| Q1 25 | $138.6M | $45.1M | ||
| Q4 24 | $577.9M | $3.9M | ||
| Q3 24 | $431.7M | $9.1M | ||
| Q2 24 | $147.4M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $-13.3M | ||
| Q3 25 | $113.3M | $7.5M | ||
| Q2 25 | $100.5M | $10.4M | ||
| Q1 25 | $126.0M | $43.4M | ||
| Q4 24 | $531.7M | $2.1M | ||
| Q3 24 | $419.1M | $8.0M | ||
| Q2 24 | $138.9M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | -4.1% | ||
| Q3 25 | 25.7% | 2.5% | ||
| Q2 25 | 22.5% | 3.4% | ||
| Q1 25 | 29.4% | 14.6% | ||
| Q4 24 | 126.0% | 0.7% | ||
| Q3 24 | 99.5% | 2.8% | ||
| Q2 24 | 33.5% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 1.0% | ||
| Q3 25 | 3.6% | 1.5% | ||
| Q2 25 | 2.4% | 0.7% | ||
| Q1 25 | 2.9% | 0.6% | ||
| Q4 24 | 10.9% | 0.6% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 2.1% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | -0.55× | ||
| Q3 25 | 0.91× | 0.56× | ||
| Q2 25 | 0.73× | 1.24× | ||
| Q1 25 | 1.05× | 3.82× | ||
| Q4 24 | 4.25× | 0.32× | ||
| Q3 24 | 3.13× | 0.83× | ||
| Q2 24 | 1.06× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CBSH
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
