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Side-by-side financial comparison of 4D Molecular Therapeutics, Inc. (FDMT) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $85.1M, roughly 1.9× 4D Molecular Therapeutics, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 22.8%, a 29.4% gap on every dollar of revenue. Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% CAGR vs 17.7%).
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.
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.
FDMT vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $85.1M | $159.0M |
| Net Profit | $19.4M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | 17.3% | — |
| Net Margin | 22.8% | 52.2% |
| Revenue YoY | 8508900.0% | — |
| Net Profit YoY | 139.1% | 31.2% |
| EPS (diluted) | $0.43 | $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 | $85.1M | $162.2M | ||
| Q3 25 | $90.0K | $136.3M | ||
| Q2 25 | $15.0K | $132.1M | ||
| Q1 25 | $14.0K | $131.8M | ||
| Q4 24 | $1.0K | $131.9M | ||
| Q3 24 | $3.0K | $123.7M | ||
| Q2 24 | $5.0K | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $19.4M | $86.4M | ||
| Q3 25 | $-56.9M | $65.6M | ||
| Q2 25 | $-54.7M | $61.4M | ||
| Q1 25 | $-48.0M | $63.2M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $-43.8M | $59.9M | ||
| Q2 24 | $-35.0M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 17.3% | 66.3% | ||
| Q3 25 | -67983.3% | 57.8% | ||
| Q2 25 | -396373.3% | 58.0% | ||
| Q1 25 | -383007.1% | 60.0% | ||
| Q4 24 | — | 60.2% | ||
| Q3 24 | -1704400.0% | 58.5% | ||
| Q2 24 | -849120.0% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 22.8% | 59.0% | ||
| Q3 25 | -63195.6% | 48.1% | ||
| Q2 25 | -364386.7% | 46.5% | ||
| Q1 25 | -342657.1% | 48.0% | ||
| Q4 24 | — | 52.9% | ||
| Q3 24 | -1461433.3% | 48.4% | ||
| Q2 24 | -699060.0% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.43 | $1.58 | ||
| Q3 25 | $-1.01 | $1.20 | ||
| Q2 25 | $-0.98 | $1.12 | ||
| Q1 25 | $-0.86 | $1.16 | ||
| Q4 24 | — | $1.19 | ||
| Q3 24 | $-0.79 | $1.10 | ||
| Q2 24 | $-0.63 | $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 | $402.7M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $505.7M | $1.9B |
| Total Assets | $566.7M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $402.7M | — | ||
| Q3 25 | $305.1M | — | ||
| Q2 25 | $293.2M | — | ||
| Q1 25 | $321.4M | — | ||
| Q4 24 | $424.9M | — | ||
| Q3 24 | $501.9M | — | ||
| Q2 24 | $541.9M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $505.7M | $1.8B | ||
| Q3 25 | $369.0M | $1.8B | ||
| Q2 25 | $420.9M | $1.7B | ||
| Q1 25 | $469.7M | $1.7B | ||
| Q4 24 | $510.6M | $1.6B | ||
| Q3 24 | $552.9M | $1.6B | ||
| Q2 24 | $588.3M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $566.7M | $17.7B | ||
| Q3 25 | $424.0M | $17.6B | ||
| Q2 25 | $473.6M | $17.4B | ||
| Q1 25 | $515.7M | $18.6B | ||
| Q4 24 | $560.4M | $17.4B | ||
| Q3 24 | $604.0M | $16.4B | ||
| Q2 24 | $620.1M | $16.0B |
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 | $355.2M | ||
| Q3 25 | $-46.5M | $140.9M | ||
| Q2 25 | $-43.4M | $67.6M | ||
| Q1 25 | $-47.8M | $48.0M | ||
| Q4 24 | $-134.6M | $252.9M | ||
| Q3 24 | $-29.4M | $84.0M | ||
| Q2 24 | $-30.2M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $28.5M | — | ||
| Q3 25 | $-46.6M | — | ||
| Q2 25 | $-43.4M | — | ||
| Q1 25 | $-48.4M | — | ||
| Q4 24 | $-138.4M | — | ||
| Q3 24 | $-31.2M | — | ||
| Q2 24 | $-30.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.5% | — | ||
| Q3 25 | -51765.6% | — | ||
| Q2 25 | -289620.0% | — | ||
| Q1 25 | -345635.7% | — | ||
| Q4 24 | -13837100.0% | — | ||
| Q3 24 | -1038966.7% | — | ||
| Q2 24 | -611840.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 101.1% | — | ||
| Q2 25 | 440.0% | — | ||
| Q1 25 | 4507.1% | — | ||
| Q4 24 | 378600.0% | — | ||
| Q3 24 | 59266.7% | — | ||
| Q2 24 | 6980.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 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
FDMT
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
