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Side-by-side financial comparison of COMMERCE BANCSHARES INC (CBSH) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $335.4M, roughly 1.4× SOLAREDGE TECHNOLOGIES, INC.). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs -39.4%, a 69.2% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 11.1%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% 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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
CBSH vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $475.7M | $335.4M |
| Net Profit | $141.6M | $-132.1M |
| Gross Margin | — | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | 29.8% | -39.4% |
| Revenue YoY | 11.1% | 70.9% |
| Net Profit YoY | 0.7% | 54.0% |
| EPS (diluted) | $0.96 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $441.0M | $340.2M | ||
| Q2 25 | $445.8M | $289.4M | ||
| Q1 25 | $428.1M | $219.5M | ||
| Q4 24 | $422.1M | $196.2M | ||
| Q3 24 | $421.4M | $235.4M | ||
| Q2 24 | $414.5M | $265.4M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $-132.1M | ||
| Q3 25 | $141.5M | $-50.1M | ||
| Q2 25 | $152.5M | $-124.7M | ||
| Q1 25 | $131.6M | $-98.5M | ||
| Q4 24 | $136.1M | $-287.4M | ||
| Q3 24 | $138.0M | $-1.2B | ||
| Q2 24 | $139.6M | $-130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | -14.4% | ||
| Q3 25 | 41.9% | -10.3% | ||
| Q2 25 | 44.0% | -39.9% | ||
| Q1 25 | 39.2% | -46.8% | ||
| Q4 24 | 41.2% | -134.4% | ||
| Q3 24 | 42.4% | -471.8% | ||
| Q2 24 | 43.4% | -60.4% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | -39.4% | ||
| Q3 25 | 32.1% | -14.7% | ||
| Q2 25 | 34.2% | -43.1% | ||
| Q1 25 | 30.7% | -44.9% | ||
| Q4 24 | 32.2% | -146.5% | ||
| Q3 24 | 32.8% | -522.8% | ||
| Q2 24 | 33.7% | -49.3% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $-2.21 | ||
| Q3 25 | $1.06 | $-0.84 | ||
| Q2 25 | $1.14 | $-2.13 | ||
| Q1 25 | $0.98 | $-1.70 | ||
| Q4 24 | $0.83 | $-5.00 | ||
| Q3 24 | $1.01 | $-21.58 | ||
| Q2 24 | $1.03 | $-2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.3B | $427.5M |
| Total Assets | $35.7B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $493.2M | ||
| Q3 25 | — | $498.6M | ||
| Q2 25 | — | $758.0M | ||
| Q1 25 | — | $651.6M | ||
| Q4 24 | — | $585.9M | ||
| Q3 24 | — | $678.8M | ||
| Q2 24 | — | $689.8M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $427.5M | ||
| Q3 25 | $3.8B | $479.8M | ||
| Q2 25 | $3.6B | $513.2M | ||
| Q1 25 | $3.5B | $594.2M | ||
| Q4 24 | $3.3B | $658.3M | ||
| Q3 24 | $3.4B | $930.9M | ||
| Q2 24 | $3.1B | $2.1B |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $2.2B | ||
| Q3 25 | $32.3B | $2.2B | ||
| Q2 25 | $32.3B | $2.5B | ||
| Q1 25 | $32.4B | $2.5B | ||
| Q4 24 | $32.0B | $2.6B | ||
| Q3 24 | $31.5B | $2.8B | ||
| Q2 24 | $30.6B | $3.9B |
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 | — | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $52.6M | ||
| Q3 25 | $129.0M | $25.6M | ||
| Q2 25 | $111.2M | $-7.8M | ||
| Q1 25 | $138.6M | $33.8M | ||
| Q4 24 | $577.9M | $37.8M | ||
| Q3 24 | $431.7M | $-89.3M | ||
| Q2 24 | $147.4M | $-44.8M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $43.3M | ||
| Q3 25 | $113.3M | $22.8M | ||
| Q2 25 | $100.5M | $-9.1M | ||
| Q1 25 | $126.0M | $23.7M | ||
| Q4 24 | $531.7M | $25.5M | ||
| Q3 24 | $419.1M | $-136.7M | ||
| Q2 24 | $138.9M | $-67.0M |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 12.9% | ||
| Q3 25 | 25.7% | 6.7% | ||
| Q2 25 | 22.5% | -3.1% | ||
| Q1 25 | 29.4% | 10.8% | ||
| Q4 24 | 126.0% | 13.0% | ||
| Q3 24 | 99.5% | -58.1% | ||
| Q2 24 | 33.5% | -25.2% |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 2.8% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 2.4% | 0.4% | ||
| Q1 25 | 2.9% | 4.6% | ||
| Q4 24 | 10.9% | 6.2% | ||
| Q3 24 | 3.0% | 20.1% | ||
| Q2 24 | 2.1% | 8.4% |
| 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.
Revenue Breakdown by Segment
CBSH
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
