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Side-by-side financial comparison of Enphase Energy (ENPH) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
Enphase Energy is the larger business by last-quarter revenue ($282.9M vs $159.0M, roughly 1.8× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -2.6%, a 54.8% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs -3.4%).
Enphase Energy, Inc. is an American energy technology company headquartered in Fremont, California, that develops and manufactures solar micro-inverters, battery energy storage, and EV charging stations primarily for residential customers. Enphase was established in 2006 and is the first company to successfully commercialize solar micro-inverters, which convert the direct current (DC) power generated by solar panels into grid-compatible alternating current (AC) for use or export.
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.
ENPH vs SFBS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $282.9M | $159.0M |
| Net Profit | $-7.4M | $83.0M |
| Gross Margin | 35.5% | — |
| Operating Margin | 54.0% | — |
| Net Margin | -2.6% | 52.2% |
| Revenue YoY | -20.6% | — |
| Net Profit YoY | -124.9% | 31.2% |
| EPS (diluted) | $-0.06 | $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 | $282.9M | $159.0M | ||
| Q4 25 | $343.3M | $162.2M | ||
| Q3 25 | $410.4M | $136.3M | ||
| Q2 25 | $363.2M | $132.1M | ||
| Q1 25 | $356.1M | $131.8M | ||
| Q4 24 | $382.7M | $131.9M | ||
| Q3 24 | $380.9M | $123.7M | ||
| Q2 24 | $303.5M | $114.8M |
| Q1 26 | $-7.4M | $83.0M | ||
| Q4 25 | $38.7M | $86.4M | ||
| Q3 25 | $66.6M | $65.6M | ||
| Q2 25 | $37.1M | $61.4M | ||
| Q1 25 | $29.7M | $63.2M | ||
| Q4 24 | $62.2M | $65.2M | ||
| Q3 24 | $45.8M | $59.9M | ||
| Q2 24 | $10.8M | $52.1M |
| Q1 26 | 35.5% | — | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 47.8% | — | ||
| Q2 25 | 46.9% | — | ||
| Q1 25 | 47.2% | — | ||
| Q4 24 | 51.8% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 45.2% | — |
| Q1 26 | 54.0% | — | ||
| Q4 25 | 6.5% | 66.3% | ||
| Q3 25 | 16.1% | 57.8% | ||
| Q2 25 | 10.2% | 58.0% | ||
| Q1 25 | 9.0% | 60.0% | ||
| Q4 24 | 14.3% | 60.2% | ||
| Q3 24 | 13.1% | 58.5% | ||
| Q2 24 | 0.6% | 58.0% |
| Q1 26 | -2.6% | 52.2% | ||
| Q4 25 | 11.3% | 59.0% | ||
| Q3 25 | 16.2% | 48.1% | ||
| Q2 25 | 10.2% | 46.5% | ||
| Q1 25 | 8.3% | 48.0% | ||
| Q4 24 | 16.2% | 52.9% | ||
| Q3 24 | 12.0% | 48.4% | ||
| Q2 24 | 3.6% | 45.4% |
| Q1 26 | $-0.06 | $1.52 | ||
| Q4 25 | $0.29 | $1.58 | ||
| Q3 25 | $0.50 | $1.20 | ||
| Q2 25 | $0.28 | $1.12 | ||
| Q1 25 | $0.22 | $1.16 | ||
| Q4 24 | $0.46 | $1.19 | ||
| Q3 24 | $0.33 | $1.10 | ||
| Q2 24 | $0.08 | $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 | $497.5M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.9B |
| Total Assets | $2.7B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $497.5M | $1.8B | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.6B | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
| Q1 26 | $1.1B | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $995.0M | $1.8B | ||
| Q2 25 | $880.6M | $1.7B | ||
| Q1 25 | $810.7M | $1.7B | ||
| Q4 24 | $833.0M | $1.6B | ||
| Q3 24 | $931.4M | $1.6B | ||
| Q2 24 | $884.5M | $1.5B |
| Q1 26 | $2.7B | $18.2B | ||
| Q4 25 | $3.5B | $17.7B | ||
| Q3 25 | $3.3B | $17.6B | ||
| Q2 25 | $3.2B | $17.4B | ||
| Q1 25 | $3.1B | $18.6B | ||
| Q4 24 | $3.2B | $17.4B | ||
| Q3 24 | $3.3B | $16.4B | ||
| Q2 24 | $3.2B | $16.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.37× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.40× | — | ||
| Q2 24 | 1.47× | — |
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 | $102.9M | — |
| Free Cash FlowOCF − Capex | $83.0M | — |
| FCF MarginFCF / Revenue | 29.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $145.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $102.9M | — | ||
| Q4 25 | $47.6M | $355.2M | ||
| Q3 25 | $13.9M | $140.9M | ||
| Q2 25 | $26.6M | $67.6M | ||
| Q1 25 | $48.4M | $48.0M | ||
| Q4 24 | $167.3M | $252.9M | ||
| Q3 24 | $170.1M | $84.0M | ||
| Q2 24 | $127.1M | $48.3M |
| Q1 26 | $83.0M | — | ||
| Q4 25 | $37.8M | — | ||
| Q3 25 | $5.9M | — | ||
| Q2 25 | $18.4M | — | ||
| Q1 25 | $33.8M | — | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $161.6M | — | ||
| Q2 24 | $117.4M | — |
| Q1 26 | 29.3% | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | 41.6% | — | ||
| Q3 24 | 42.4% | — | ||
| Q2 24 | 38.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 3.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 4.11× | ||
| Q3 25 | 0.21× | 2.15× | ||
| Q2 25 | 0.72× | 1.10× | ||
| Q1 25 | 1.63× | 0.76× | ||
| Q4 24 | 2.69× | 3.88× | ||
| Q3 24 | 3.72× | 1.40× | ||
| Q2 24 | 11.73× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ENPH
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
