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Side-by-side financial comparison of COASTAL FINANCIAL CORP (CCB) and CSW INDUSTRIALS, INC. (CSW). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $138.0M, roughly 1.7× COASTAL FINANCIAL CORP). On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -5.8%). COASTAL FINANCIAL CORP produced more free cash flow last quarter ($246.1M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -3.6%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
CCB vs CSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $138.0M | $233.0M |
| Net Profit | — | $10.3M |
| Gross Margin | — | 39.7% |
| Operating Margin | 12.4% | 7.4% |
| Net Margin | — | 4.4% |
| Revenue YoY | -5.8% | 20.3% |
| Net Profit YoY | — | -61.9% |
| EPS (diluted) | $0.84 | $0.62 |
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.
| Q4 25 | $138.0M | $233.0M | ||
| Q3 25 | $144.7M | $277.0M | ||
| Q2 25 | $119.4M | $263.6M | ||
| Q1 25 | $139.5M | $230.5M | ||
| Q4 24 | $146.5M | $193.6M | ||
| Q3 24 | $151.1M | $227.9M | ||
| Q2 24 | $135.3M | $226.2M | ||
| Q1 24 | $148.4M | $210.9M |
| Q4 25 | — | $10.3M | ||
| Q3 25 | $13.6M | $40.7M | ||
| Q2 25 | $11.0M | $40.9M | ||
| Q1 25 | $9.7M | $35.1M | ||
| Q4 24 | — | $26.9M | ||
| Q3 24 | $13.5M | $36.1M | ||
| Q2 24 | $11.6M | $38.6M | ||
| Q1 24 | $6.8M | $31.8M |
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 43.0% | ||
| Q2 25 | — | 43.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 45.6% | ||
| Q2 24 | — | 47.5% | ||
| Q1 24 | — | 44.4% |
| Q4 25 | 12.4% | 7.4% | ||
| Q3 25 | 12.4% | 20.5% | ||
| Q2 25 | 12.0% | 20.8% | ||
| Q1 25 | 8.4% | 19.5% | ||
| Q4 24 | 11.7% | 15.3% | ||
| Q3 24 | 10.8% | 22.6% | ||
| Q2 24 | 11.1% | 24.3% | ||
| Q1 24 | 5.9% | 21.0% |
| Q4 25 | — | 4.4% | ||
| Q3 25 | 9.4% | 14.7% | ||
| Q2 25 | 9.2% | 15.5% | ||
| Q1 25 | 7.0% | 15.2% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | 8.9% | 15.8% | ||
| Q2 24 | 8.6% | 17.1% | ||
| Q1 24 | 4.6% | 15.1% |
| Q4 25 | $0.84 | $0.62 | ||
| Q3 25 | $0.88 | $2.41 | ||
| Q2 25 | $0.71 | $2.43 | ||
| Q1 25 | $0.63 | $2.05 | ||
| Q4 24 | $0.95 | $1.60 | ||
| Q3 24 | $0.97 | $2.26 | ||
| Q2 24 | $0.84 | $2.47 | ||
| Q1 24 | $0.50 | $2.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $40.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $491.0M | $1.1B |
| Total Assets | $4.7B | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $40.2M | ||
| Q3 25 | — | $31.5M | ||
| Q2 25 | — | $38.0M | ||
| Q1 25 | — | $225.8M | ||
| Q4 24 | — | $213.8M | ||
| Q3 24 | — | $273.2M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $22.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
| Q4 25 | $491.0M | $1.1B | ||
| Q3 25 | $475.3M | $1.1B | ||
| Q2 25 | $461.7M | $1.1B | ||
| Q1 25 | $449.9M | $1.1B | ||
| Q4 24 | $438.7M | $1.0B | ||
| Q3 24 | $331.9M | $1.0B | ||
| Q2 24 | $316.7M | $650.2M | ||
| Q1 24 | $303.7M | $615.7M |
| Q4 25 | $4.7B | $2.3B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.5B | $1.5B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.1B | $1.4B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $4.0B | $1.1B | ||
| Q1 24 | $3.9B | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
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 | $254.6M | $28.9M |
| Free Cash FlowOCF − Capex | $246.1M | $22.7M |
| FCF MarginFCF / Revenue | 178.3% | 9.8% |
| Capex IntensityCapex / Revenue | 6.1% | 2.6% |
| Cash ConversionOCF / Net Profit | — | 2.81× |
| TTM Free Cash FlowTrailing 4 quarters | $436.4M | $162.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $254.6M | $28.9M | ||
| Q3 25 | $59.0M | $61.8M | ||
| Q2 25 | $66.0M | $60.6M | ||
| Q1 25 | $71.7M | $27.3M | ||
| Q4 24 | $259.8M | $11.6M | ||
| Q3 24 | $62.6M | $66.8M | ||
| Q2 24 | $72.1M | $62.7M | ||
| Q1 24 | $56.8M | $22.4M |
| Q4 25 | $246.1M | $22.7M | ||
| Q3 25 | $57.4M | $58.7M | ||
| Q2 25 | $64.0M | $57.7M | ||
| Q1 25 | $68.9M | $22.8M | ||
| Q4 24 | $249.9M | $8.5M | ||
| Q3 24 | $60.2M | $61.3M | ||
| Q2 24 | $69.5M | $59.6M | ||
| Q1 24 | $55.0M | $17.5M |
| Q4 25 | 178.3% | 9.8% | ||
| Q3 25 | 39.7% | 21.2% | ||
| Q2 25 | 53.6% | 21.9% | ||
| Q1 25 | 49.4% | 9.9% | ||
| Q4 24 | 170.6% | 4.4% | ||
| Q3 24 | 39.8% | 26.9% | ||
| Q2 24 | 51.3% | 26.3% | ||
| Q1 24 | 37.1% | 8.3% |
| Q4 25 | 6.1% | 2.6% | ||
| Q3 25 | 1.2% | 1.1% | ||
| Q2 25 | 1.7% | 1.1% | ||
| Q1 25 | 2.0% | 2.0% | ||
| Q4 24 | 6.8% | 1.6% | ||
| Q3 24 | 1.6% | 2.4% | ||
| Q2 24 | 1.9% | 1.4% | ||
| Q1 24 | 1.2% | 2.3% |
| Q4 25 | — | 2.81× | ||
| Q3 25 | 4.34× | 1.52× | ||
| Q2 25 | 5.99× | 1.48× | ||
| Q1 25 | 7.37× | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 4.65× | 1.85× | ||
| Q2 24 | 6.22× | 1.62× | ||
| Q1 24 | 8.35× | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
