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Side-by-side financial comparison of Enhabit, Inc. (EHAB) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
Enhabit, Inc. is the larger business by last-quarter revenue ($270.4M vs $159.0M, roughly 1.7× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -14.3%, a 66.5% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 1.5%).
Enhabit, Inc., is a Dallas, Texas-based provider of home health and hospice services. The company operates 255 home health and 110 hospice locations in 34 states with a concentration in Texas, Alabama, Florida, Georgia, Oklahoma and Mississippi. Enhabit is the fourth-largest provider of home health services in the United States and is a leading provider of hospice services. The company was formed in 2022 when Encompass Health spun off its home health and hospice business.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
EHAB vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $270.4M | $159.0M |
| Net Profit | $-38.7M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | -12.3% | — |
| Net Margin | -14.3% | 52.2% |
| Revenue YoY | 4.7% | — |
| Net Profit YoY | 15.9% | 31.2% |
| EPS (diluted) | $-0.76 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $270.4M | $162.2M | ||
| Q3 25 | $263.6M | $136.3M | ||
| Q2 25 | $266.1M | $132.1M | ||
| Q1 25 | $259.9M | $131.8M | ||
| Q4 24 | $258.2M | $131.9M | ||
| Q3 24 | $253.6M | $123.7M | ||
| Q2 24 | $260.6M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-38.7M | $86.4M | ||
| Q3 25 | $11.1M | $65.6M | ||
| Q2 25 | $5.2M | $61.4M | ||
| Q1 25 | $17.8M | $63.2M | ||
| Q4 24 | $-46.0M | $65.2M | ||
| Q3 24 | $-110.2M | $59.9M | ||
| Q2 24 | $-200.0K | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | -12.3% | 66.3% | ||
| Q3 25 | 6.4% | 57.8% | ||
| Q2 25 | 6.3% | 58.0% | ||
| Q1 25 | 6.1% | 60.0% | ||
| Q4 24 | -16.0% | 60.2% | ||
| Q3 24 | -38.6% | 58.5% | ||
| Q2 24 | 4.3% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | -14.3% | 59.0% | ||
| Q3 25 | 4.2% | 48.1% | ||
| Q2 25 | 2.0% | 46.5% | ||
| Q1 25 | 6.8% | 48.0% | ||
| Q4 24 | -17.8% | 52.9% | ||
| Q3 24 | -43.5% | 48.4% | ||
| Q2 24 | -0.1% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-0.76 | $1.58 | ||
| Q3 25 | $0.22 | $1.20 | ||
| Q2 25 | $0.10 | $1.12 | ||
| Q1 25 | $0.35 | $1.16 | ||
| Q4 24 | $-0.92 | $1.19 | ||
| Q3 24 | $-2.20 | $1.10 | ||
| Q2 24 | $0.00 | $0.95 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $43.6M | $1.8B |
| Total DebtLower is stronger | $426.0M | — |
| Stockholders' EquityBook value | $534.0M | $1.9B |
| Total Assets | $1.2B | $18.2B |
| Debt / EquityLower = less leverage | 0.80× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $43.6M | — | ||
| Q3 25 | $56.9M | — | ||
| Q2 25 | $37.1M | — | ||
| Q1 25 | $39.5M | — | ||
| Q4 24 | $28.4M | — | ||
| Q3 24 | $45.7M | — | ||
| Q2 24 | $28.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $426.0M | — | ||
| Q3 25 | $441.5M | — | ||
| Q2 25 | $456.9M | — | ||
| Q1 25 | $467.3M | — | ||
| Q4 24 | $492.6M | — | ||
| Q3 24 | $502.9M | — | ||
| Q2 24 | $512.7M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $534.0M | $1.8B | ||
| Q3 25 | $566.8M | $1.8B | ||
| Q2 25 | $552.4M | $1.7B | ||
| Q1 25 | $543.2M | $1.7B | ||
| Q4 24 | $523.5M | $1.6B | ||
| Q3 24 | $566.1M | $1.6B | ||
| Q2 24 | $674.3M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.2B | $17.7B | ||
| Q3 25 | $1.2B | $17.6B | ||
| Q2 25 | $1.2B | $17.4B | ||
| Q1 25 | $1.2B | $18.6B | ||
| Q4 24 | $1.2B | $17.4B | ||
| Q3 24 | $1.3B | $16.4B | ||
| Q2 24 | $1.4B | $16.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 0.76× | — |
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 | $4.4M | — |
| Free Cash FlowOCF − Capex | $3.3M | — |
| FCF MarginFCF / Revenue | 1.2% | — |
| Capex IntensityCapex / Revenue | 0.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | $355.2M | ||
| Q3 25 | $37.8M | $140.9M | ||
| Q2 25 | $10.6M | $67.6M | ||
| Q1 25 | $17.9M | $48.0M | ||
| Q4 24 | $-4.1M | $252.9M | ||
| Q3 24 | $28.4M | $84.0M | ||
| Q2 24 | $9.6M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $3.3M | — | ||
| Q3 25 | $36.2M | — | ||
| Q2 25 | $8.7M | — | ||
| Q1 25 | $17.6M | — | ||
| Q4 24 | $-4.7M | — | ||
| Q3 24 | $27.7M | — | ||
| Q2 24 | $8.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.8% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | 10.9% | — | ||
| Q2 24 | 3.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | 3.41× | 2.15× | ||
| Q2 25 | 2.04× | 1.10× | ||
| Q1 25 | 1.01× | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EHAB
| Third Party Payor Medicare | $111.6M | 41% |
| Third Party Payor Medicare Advantage | $67.5M | 25% |
| Hospice Segment | $63.6M | 24% |
| Third Party Payor Managed Care | $24.9M | 9% |
| Third Party Payor Medicaid | $1.7M | 1% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |