vs
Side-by-side financial comparison of Confluent, Inc. (CFLT) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
Confluent, Inc. is the larger business by last-quarter revenue ($314.8M vs $197.3M, roughly 1.6× SIMMONS FIRST NATIONAL CORP). On growth, Confluent, Inc. posted the faster year-over-year revenue change (20.5% vs 19.6%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $41.7M). Over the past eight quarters, Confluent, Inc.'s revenue compounded faster (20.4% CAGR vs 0.6%).
Confluent, Inc. is an American technology company headquartered in Mountain View, California. Confluent was founded by Jay Kreps, Jun Rao and Neha Narkhede on September 23, 2014, in order to commercialize an open-source streaming platform Apache Kafka, created by the same founders while working at LinkedIn in 2008 as a B2B infrastructure company. Confluent's products are the Confluent Cloud, Confluent Platform, Connectors, Apache Flink, Stream Governance and Confluent Hub.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
CFLT vs SFNC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $197.3M |
| Net Profit | $-79.2M | — |
| Gross Margin | 74.7% | — |
| Operating Margin | -31.5% | — |
| Net Margin | -25.2% | — |
| Revenue YoY | 20.5% | 19.6% |
| Net Profit YoY | 10.0% | — |
| EPS (diluted) | $-0.23 | $0.36 |
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 | $314.8M | $197.3M | ||
| Q3 25 | $298.5M | $186.7M | ||
| Q2 25 | $282.3M | $214.2M | ||
| Q1 25 | $271.1M | $209.6M | ||
| Q4 24 | $261.2M | $208.5M | ||
| Q3 24 | $250.2M | $174.8M | ||
| Q2 24 | $235.0M | $197.2M | ||
| Q1 24 | $217.2M | $195.1M |
| Q4 25 | $-79.2M | — | ||
| Q3 25 | $-66.5M | $-562.8M | ||
| Q2 25 | $-82.0M | $54.8M | ||
| Q1 25 | $-67.6M | $32.4M | ||
| Q4 24 | $-88.1M | — | ||
| Q3 24 | $-74.1M | $24.7M | ||
| Q2 24 | $-89.9M | $40.8M | ||
| Q1 24 | $-93.0M | $38.9M |
| Q4 25 | 74.7% | — | ||
| Q3 25 | 74.2% | — | ||
| Q2 25 | 73.7% | — | ||
| Q1 25 | 74.5% | — | ||
| Q4 24 | 74.1% | — | ||
| Q3 24 | 74.5% | — | ||
| Q2 24 | 72.3% | — | ||
| Q1 24 | 71.8% | — |
| Q4 25 | -31.5% | — | ||
| Q3 25 | -27.9% | — | ||
| Q2 25 | -34.2% | — | ||
| Q1 25 | -37.3% | — | ||
| Q4 24 | -40.5% | — | ||
| Q3 24 | -37.4% | — | ||
| Q2 24 | -46.1% | — | ||
| Q1 24 | -51.3% | — |
| Q4 25 | -25.2% | — | ||
| Q3 25 | -22.3% | -301.5% | ||
| Q2 25 | -29.0% | 25.6% | ||
| Q1 25 | -24.9% | 15.5% | ||
| Q4 24 | -33.7% | — | ||
| Q3 24 | -29.6% | 14.1% | ||
| Q2 24 | -38.3% | 20.7% | ||
| Q1 24 | -42.8% | 19.9% |
| Q4 25 | $-0.23 | $0.36 | ||
| Q3 25 | $-0.19 | $-4.00 | ||
| Q2 25 | $-0.24 | $0.43 | ||
| Q1 25 | $-0.20 | $0.26 | ||
| Q4 24 | $-0.26 | $0.38 | ||
| Q3 24 | $-0.23 | $0.20 | ||
| Q2 24 | $-0.28 | $0.32 | ||
| Q1 24 | $-0.30 | $0.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $347.2M | — |
| Total DebtLower is stronger | $1.1B | $620.0M |
| Stockholders' EquityBook value | $1.2B | $3.4B |
| Total Assets | $3.0B | $24.5B |
| Debt / EquityLower = less leverage | 0.94× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.2M | — | ||
| Q3 25 | $298.5M | — | ||
| Q2 25 | $295.6M | — | ||
| Q1 25 | $278.6M | — | ||
| Q4 24 | $386.0M | — | ||
| Q3 24 | $322.6M | — | ||
| Q2 24 | $311.3M | — | ||
| Q1 24 | $336.4M | — |
| Q4 25 | $1.1B | $620.0M | ||
| Q3 25 | $1.1B | $667.8M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.2B |
| Q4 25 | $1.2B | $3.4B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.1B | $3.5B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $961.2M | $3.5B | ||
| Q3 24 | $934.3M | $3.5B | ||
| Q2 24 | $873.9M | $3.5B | ||
| Q1 24 | $845.2M | $3.4B |
| Q4 25 | $3.0B | $24.5B | ||
| Q3 25 | $2.9B | $24.2B | ||
| Q2 25 | $2.8B | $26.7B | ||
| Q1 25 | $2.7B | $26.8B | ||
| Q4 24 | $2.7B | $26.9B | ||
| Q3 24 | $2.6B | $27.3B | ||
| Q2 24 | $2.5B | $27.4B | ||
| Q1 24 | $2.4B | $27.4B |
| Q4 25 | 0.94× | 0.18× | ||
| Q3 25 | 0.98× | 0.20× | ||
| Q2 25 | 1.03× | 0.28× | ||
| Q1 25 | 1.07× | 0.35× | ||
| Q4 24 | 1.14× | 0.32× | ||
| Q3 24 | 1.17× | 0.40× | ||
| Q2 24 | 1.25× | 0.50× | ||
| Q1 24 | 1.29× | 0.36× |
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 | $42.1M | $449.5M |
| Free Cash FlowOCF − Capex | $41.7M | $411.4M |
| FCF MarginFCF / Revenue | 13.2% | 208.5% |
| Capex IntensityCapex / Revenue | 0.1% | 19.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $60.7M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.1M | $449.5M | ||
| Q3 25 | $30.8M | $223.4M | ||
| Q2 25 | $18.1M | $77.6M | ||
| Q1 25 | $-26.8M | $32.8M | ||
| Q4 24 | $35.2M | $425.9M | ||
| Q3 24 | $15.6M | $199.4M | ||
| Q2 24 | $8.6M | $86.1M | ||
| Q1 24 | $-26.0M | $57.6M |
| Q4 25 | $41.7M | $411.4M | ||
| Q3 25 | $30.0M | $216.7M | ||
| Q2 25 | $17.2M | $66.3M | ||
| Q1 25 | $-28.2M | $22.6M | ||
| Q4 24 | $34.5M | $380.4M | ||
| Q3 24 | $15.0M | $187.7M | ||
| Q2 24 | $7.5M | $72.7M | ||
| Q1 24 | $-26.1M | $47.7M |
| Q4 25 | 13.2% | 208.5% | ||
| Q3 25 | 10.0% | 116.1% | ||
| Q2 25 | 6.1% | 31.0% | ||
| Q1 25 | -10.4% | 10.8% | ||
| Q4 24 | 13.2% | 182.5% | ||
| Q3 24 | 6.0% | 107.4% | ||
| Q2 24 | 3.2% | 36.9% | ||
| Q1 24 | -12.0% | 24.5% |
| Q4 25 | 0.1% | 19.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.3% | 5.3% | ||
| Q1 25 | 0.5% | 4.8% | ||
| Q4 24 | 0.3% | 21.8% | ||
| Q3 24 | 0.2% | 6.7% | ||
| Q2 24 | 0.5% | 6.8% | ||
| Q1 24 | 0.1% | 5.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CFLT
| Confluent Cloud | $169.4M | 54% |
| Post Contract Customer Support | $93.8M | 30% |
| License | $38.4M | 12% |
| Services | $13.2M | 4% |
SFNC
Segment breakdown not available.
