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Side-by-side financial comparison of Customers Bancorp, Inc. (CUBI) and SentinelOne, Inc. (S). Click either name above to swap in a different company.

SentinelOne, Inc. is the larger business by last-quarter revenue ($258.9M vs $236.9M, roughly 1.1× Customers Bancorp, Inc.). On growth, SentinelOne, Inc. posted the faster year-over-year revenue change (22.9% vs 21.8%). Customers Bancorp, Inc. produced more free cash flow last quarter ($481.0M vs $20.9M).

U.S. Bancorp is an American multinational banking institution headquartered in Minneapolis, Minnesota and incorporated in Delaware. It is the 5th-largest bank in the United States as of 2025. As the largest bank in the Midwestern United States, it is considered systemically important by the Financial Stability Board. It is the parent company of its primary operating entity, U.S. Bank National Association, which does business as U.S. Bank. The company provides banking, investment, mortgage, tr...

SentinelOne, Inc. is an American cybersecurity company listed on NYSE based in Mountain View, California. The company was founded in 2013 by Tomer Weingarten, Almog Cohen and Ehud ("Udi") Shamir. Weingarten acts as the company's CEO. The company has approximately 2,800 employees and offices in Mountain View, Boston, Prague, Tokyo, and Tel Aviv. The company uses machine learning for monitoring personal computers, IoT devices, and cloud workloads. The company's platform utilizes a heuristic mod...

CUBI vs S — Head-to-Head

Bigger by revenue
S
S
1.1× larger
S
$258.9M
$236.9M
CUBI
Growing faster (revenue YoY)
S
S
+1.1% gap
S
22.9%
21.8%
CUBI
More free cash flow
CUBI
CUBI
$460.1M more FCF
CUBI
$481.0M
$20.9M
S

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
CUBI
CUBI
S
S
Revenue
$236.9M
$258.9M
Net Profit
$-60.3M
Gross Margin
73.8%
Operating Margin
41.1%
-28.3%
Net Margin
-23.3%
Revenue YoY
21.8%
22.9%
Net Profit YoY
23.1%
EPS (diluted)
$2.04
$-0.18

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
CUBI
CUBI
S
S
Q4 25
$236.9M
$258.9M
Q3 25
$232.1M
$242.2M
Q2 25
$206.3M
$229.0M
Q1 25
$143.0M
Q4 24
$167.8M
Q3 24
$167.1M
Q2 24
$198.7M
Q1 24
$181.6M
Net Profit
CUBI
CUBI
S
S
Q4 25
$-60.3M
Q3 25
$75.7M
$-72.0M
Q2 25
$60.9M
$-208.2M
Q1 25
$12.9M
Q4 24
Q3 24
$46.7M
Q2 24
$58.1M
Q1 24
$49.7M
Gross Margin
CUBI
CUBI
S
S
Q4 25
73.8%
Q3 25
75.0%
Q2 25
75.3%
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Operating Margin
CUBI
CUBI
S
S
Q4 25
41.1%
-28.3%
Q3 25
43.2%
-33.3%
Q2 25
38.2%
-38.2%
Q1 25
8.3%
Q4 24
21.4%
Q3 24
27.5%
Q2 24
38.8%
Q1 24
36.0%
Net Margin
CUBI
CUBI
S
S
Q4 25
-23.3%
Q3 25
32.6%
-29.7%
Q2 25
29.5%
-90.9%
Q1 25
9.0%
Q4 24
Q3 24
28.0%
Q2 24
29.2%
Q1 24
27.4%
EPS (diluted)
CUBI
CUBI
S
S
Q4 25
$2.04
$-0.18
Q3 25
$2.20
$-0.22
Q2 25
$1.73
$-0.63
Q1 25
$0.29
Q4 24
$0.72
Q3 24
$1.31
Q2 24
$1.66
Q1 24
$1.40

Balance Sheet & Financial Strength

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

Metric
CUBI
CUBI
S
S
Cash + ST InvestmentsLiquidity on hand
$4.4B
$649.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.1B
$1.5B
Total Assets
$24.9B
$2.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CUBI
CUBI
S
S
Q4 25
$4.4B
$649.8M
Q3 25
$4.2B
$810.8M
Q2 25
$3.5B
$766.9M
Q1 25
$3.4B
Q4 24
$3.8B
Q3 24
$3.1B
Q2 24
$3.0B
Q1 24
$3.7B
Stockholders' Equity
CUBI
CUBI
S
S
Q4 25
$2.1B
$1.5B
Q3 25
$2.1B
$1.5B
Q2 25
$1.9B
$1.5B
Q1 25
$1.9B
Q4 24
$1.8B
Q3 24
$1.8B
Q2 24
$1.7B
Q1 24
$1.7B
Total Assets
CUBI
CUBI
S
S
Q4 25
$24.9B
$2.4B
Q3 25
$24.3B
$2.4B
Q2 25
$22.6B
$2.4B
Q1 25
$22.4B
Q4 24
$22.3B
Q3 24
$21.5B
Q2 24
$20.9B
Q1 24
$21.3B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CUBI
CUBI
S
S
Operating Cash FlowLast quarter
$494.8M
$21.0M
Free Cash FlowOCF − Capex
$481.0M
$20.9M
FCF MarginFCF / Revenue
203.0%
8.1%
Capex IntensityCapex / Revenue
5.8%
0.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$843.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CUBI
CUBI
S
S
Q4 25
$494.8M
$21.0M
Q3 25
$116.9M
$-1.0M
Q2 25
$162.2M
$52.3M
Q1 25
$94.1M
Q4 24
$145.1M
Q3 24
$24.4M
Q2 24
$6.1M
Q1 24
$-18.8M
Free Cash Flow
CUBI
CUBI
S
S
Q4 25
$481.0M
$20.9M
Q3 25
$106.4M
$-1.3M
Q2 25
$162.1M
$52.1M
Q1 25
$93.4M
Q4 24
$143.6M
Q3 24
$24.1M
Q2 24
$5.8M
Q1 24
$-19.2M
FCF Margin
CUBI
CUBI
S
S
Q4 25
203.0%
8.1%
Q3 25
45.9%
-0.5%
Q2 25
78.6%
22.8%
Q1 25
65.4%
Q4 24
85.5%
Q3 24
14.4%
Q2 24
2.9%
Q1 24
-10.6%
Capex Intensity
CUBI
CUBI
S
S
Q4 25
5.8%
0.0%
Q3 25
4.5%
0.1%
Q2 25
0.0%
0.1%
Q1 25
0.5%
Q4 24
0.9%
Q3 24
0.2%
Q2 24
0.2%
Q1 24
0.2%
Cash Conversion
CUBI
CUBI
S
S
Q4 25
Q3 25
1.54×
Q2 25
2.66×
Q1 25
7.29×
Q4 24
Q3 24
0.52×
Q2 24
0.10×
Q1 24
-0.38×

Financial Flow Comparison

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

Revenue Breakdown by Segment

CUBI
CUBI

Segment breakdown not available.

S
S

US$154.8M60%
Non Us$104.1M40%

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