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Side-by-side financial comparison of JFrog Ltd (FROG) 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 $145.3M, roughly 1.1× JFrog Ltd). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -10.5%, a 62.7% gap on every dollar of revenue. Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 17.7%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
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.
FROG vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $159.0M |
| Net Profit | $-15.2M | $83.0M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | — |
| Net Margin | -10.5% | 52.2% |
| Revenue YoY | 25.2% | — |
| Net Profit YoY | 34.4% | 31.2% |
| EPS (diluted) | $-0.13 | $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 | $145.3M | $162.2M | ||
| Q3 25 | $136.9M | $136.3M | ||
| Q2 25 | $127.2M | $132.1M | ||
| Q1 25 | $122.4M | $131.8M | ||
| Q4 24 | $116.1M | $131.9M | ||
| Q3 24 | $109.1M | $123.7M | ||
| Q2 24 | $103.0M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-15.2M | $86.4M | ||
| Q3 25 | $-16.4M | $65.6M | ||
| Q2 25 | $-21.7M | $61.4M | ||
| Q1 25 | $-18.5M | $63.2M | ||
| Q4 24 | $-23.2M | $65.2M | ||
| Q3 24 | $-22.9M | $59.9M | ||
| Q2 24 | $-14.3M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | -14.7% | 66.3% | ||
| Q3 25 | -15.8% | 57.8% | ||
| Q2 25 | -20.4% | 58.0% | ||
| Q1 25 | -18.8% | 60.0% | ||
| Q4 24 | -21.9% | 60.2% | ||
| Q3 24 | -27.4% | 58.5% | ||
| Q2 24 | -18.6% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | -10.5% | 59.0% | ||
| Q3 25 | -12.0% | 48.1% | ||
| Q2 25 | -17.0% | 46.5% | ||
| Q1 25 | -15.1% | 48.0% | ||
| Q4 24 | -20.0% | 52.9% | ||
| Q3 24 | -21.0% | 48.4% | ||
| Q2 24 | -13.9% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-0.13 | $1.58 | ||
| Q3 25 | $-0.14 | $1.20 | ||
| Q2 25 | $-0.19 | $1.12 | ||
| Q1 25 | $-0.16 | $1.16 | ||
| Q4 24 | $-0.21 | $1.19 | ||
| Q3 24 | $-0.21 | $1.10 | ||
| Q2 24 | $-0.13 | $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 | $704.4M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $1.9B |
| Total Assets | $1.3B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $704.4M | — | ||
| Q3 25 | $651.1M | — | ||
| Q2 25 | $611.7M | — | ||
| Q1 25 | $563.5M | — | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $467.8M | — | ||
| Q2 24 | $591.3M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $887.4M | $1.8B | ||
| Q3 25 | $859.4M | $1.8B | ||
| Q2 25 | $826.5M | $1.7B | ||
| Q1 25 | $800.0M | $1.7B | ||
| Q4 24 | $773.5M | $1.6B | ||
| Q3 24 | $756.2M | $1.6B | ||
| Q2 24 | $721.4M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.3B | $17.7B | ||
| Q3 25 | $1.3B | $17.6B | ||
| Q2 25 | $1.2B | $17.4B | ||
| Q1 25 | $1.2B | $18.6B | ||
| Q4 24 | $1.1B | $17.4B | ||
| Q3 24 | $1.1B | $16.4B | ||
| Q2 24 | $1.0B | $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 | $50.7M | — |
| Free Cash FlowOCF − Capex | $49.9M | — |
| FCF MarginFCF / Revenue | 34.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $50.7M | $355.2M | ||
| Q3 25 | $30.2M | $140.9M | ||
| Q2 25 | $36.1M | $67.6M | ||
| Q1 25 | $28.8M | $48.0M | ||
| Q4 24 | $49.1M | $252.9M | ||
| Q3 24 | $27.6M | $84.0M | ||
| Q2 24 | $16.7M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | — | ||
| Q3 25 | $28.8M | — | ||
| Q2 25 | $35.5M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $48.5M | — | ||
| Q3 24 | $26.7M | — | ||
| Q2 24 | $16.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | 23.0% | — | ||
| Q4 24 | 41.8% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 15.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 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
FROG
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
