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Side-by-side financial comparison of 4D Molecular Therapeutics, Inc. (FDMT) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $85.1M, roughly 1.2× 4D Molecular Therapeutics, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 22.8%, a 3.8% gap on every dollar of revenue. Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% CAGR vs 3.9%).
4D Molecular Therapeutics is a clinical-stage biotechnology company specializing in the research and development of targeted adeno-associated virus (AAV) gene therapies. Its core product candidates address unmet medical needs in ophthalmology, cardiology, and pulmonary disease segments, serving global patient populations with rare and common hard-to-treat conditions.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
FDMT vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $85.1M | $104.0M |
| Net Profit | $19.4M | $27.7M |
| Gross Margin | — | — |
| Operating Margin | 17.3% | — |
| Net Margin | 22.8% | 26.6% |
| Revenue YoY | 8508900.0% | — |
| Net Profit YoY | 139.1% | — |
| EPS (diluted) | $0.43 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $85.1M | $103.4M | ||
| Q3 25 | $90.0K | $109.8M | ||
| Q2 25 | $15.0K | $83.5M | ||
| Q1 25 | $14.0K | $94.1M | ||
| Q4 24 | $1.0K | $78.3M | ||
| Q3 24 | $3.0K | $90.8M | ||
| Q2 24 | $5.0K | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $19.4M | $29.5M | ||
| Q3 25 | $-56.9M | $8.6M | ||
| Q2 25 | $-54.7M | $14.6M | ||
| Q1 25 | $-48.0M | $22.4M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $-43.8M | $18.6M | ||
| Q2 24 | $-35.0M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 17.3% | 36.2% | ||
| Q3 25 | -67983.3% | 10.0% | ||
| Q2 25 | -396373.3% | 22.3% | ||
| Q1 25 | -383007.1% | 30.4% | ||
| Q4 24 | — | 23.0% | ||
| Q3 24 | -1704400.0% | 26.1% | ||
| Q2 24 | -849120.0% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 22.8% | 28.5% | ||
| Q3 25 | -63195.6% | 7.9% | ||
| Q2 25 | -364386.7% | 17.5% | ||
| Q1 25 | -342657.1% | 23.8% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | -1461433.3% | 20.5% | ||
| Q2 24 | -699060.0% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.43 | $0.95 | ||
| Q3 25 | $-1.01 | $0.27 | ||
| Q2 25 | $-0.98 | $0.47 | ||
| Q1 25 | $-0.86 | $0.71 | ||
| Q4 24 | — | $0.45 | ||
| Q3 24 | $-0.79 | $0.60 | ||
| Q2 24 | $-0.63 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $402.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $505.7M | $1.3B |
| Total Assets | $566.7M | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $402.7M | $424.2M | ||
| Q3 25 | $305.1M | $626.9M | ||
| Q2 25 | $293.2M | $334.1M | ||
| Q1 25 | $321.4M | $486.2M | ||
| Q4 24 | $424.9M | $470.2M | ||
| Q3 24 | $501.9M | $321.2M | ||
| Q2 24 | $541.9M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $505.7M | $1.2B | ||
| Q3 25 | $369.0M | $1.2B | ||
| Q2 25 | $420.9M | $1.2B | ||
| Q1 25 | $469.7M | $1.2B | ||
| Q4 24 | $510.6M | $1.1B | ||
| Q3 24 | $552.9M | $1.1B | ||
| Q2 24 | $588.3M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $566.7M | $9.7B | ||
| Q3 25 | $424.0M | $9.8B | ||
| Q2 25 | $473.6M | $9.7B | ||
| Q1 25 | $515.7M | $9.8B | ||
| Q4 24 | $560.4M | $9.7B | ||
| Q3 24 | $604.0M | $10.0B | ||
| Q2 24 | $620.1M | $9.9B |
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 | $28.6M | — |
| Free Cash FlowOCF − Capex | $28.5M | — |
| FCF MarginFCF / Revenue | 33.5% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 1.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-109.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.6M | $158.9M | ||
| Q3 25 | $-46.5M | $59.3M | ||
| Q2 25 | $-43.4M | $20.6M | ||
| Q1 25 | $-47.8M | $35.6M | ||
| Q4 24 | $-134.6M | $108.5M | ||
| Q3 24 | $-29.4M | $39.6M | ||
| Q2 24 | $-30.2M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $28.5M | $151.1M | ||
| Q3 25 | $-46.6M | $56.8M | ||
| Q2 25 | $-43.4M | $19.6M | ||
| Q1 25 | $-48.4M | $34.8M | ||
| Q4 24 | $-138.4M | $86.4M | ||
| Q3 24 | $-31.2M | $32.2M | ||
| Q2 24 | $-30.6M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 33.5% | 146.0% | ||
| Q3 25 | -51765.6% | 51.7% | ||
| Q2 25 | -289620.0% | 23.5% | ||
| Q1 25 | -345635.7% | 37.0% | ||
| Q4 24 | -13837100.0% | 110.3% | ||
| Q3 24 | -1038966.7% | 35.5% | ||
| Q2 24 | -611840.0% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 7.6% | ||
| Q3 25 | 101.1% | 2.3% | ||
| Q2 25 | 440.0% | 1.2% | ||
| Q1 25 | 4507.1% | 0.8% | ||
| Q4 24 | 378600.0% | 28.1% | ||
| Q3 24 | 59266.7% | 8.1% | ||
| Q2 24 | 6980.0% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 7.60× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FDMT
Segment breakdown not available.
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
