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Side-by-side financial comparison of Life360, Inc. (LIF) 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 $146.0M, roughly 1.1× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 52.2%, a 36.6% gap on every dollar of revenue. Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 17.7%).
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
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.
LIF vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $146.0M | $159.0M |
| Net Profit | $129.7M | $83.0M |
| Gross Margin | 75.1% | — |
| Operating Margin | 6.1% | — |
| Net Margin | 88.8% | 52.2% |
| Revenue YoY | 26.4% | — |
| Net Profit YoY | 1425.9% | 31.2% |
| EPS (diluted) | $1.53 | $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 | $146.0M | $162.2M | ||
| Q3 25 | $124.5M | $136.3M | ||
| Q2 25 | $115.4M | $132.1M | ||
| Q1 25 | $103.6M | $131.8M | ||
| Q4 24 | $115.5M | $131.9M | ||
| Q3 24 | $92.9M | $123.7M | ||
| Q2 24 | $84.9M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $129.7M | $86.4M | ||
| Q3 25 | $9.8M | $65.6M | ||
| Q2 25 | $7.0M | $61.4M | ||
| Q1 25 | $4.4M | $63.2M | ||
| Q4 24 | $8.5M | $65.2M | ||
| Q3 24 | $7.7M | $59.9M | ||
| Q2 24 | $-11.0M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 75.1% | — | ||
| Q3 25 | 78.0% | — | ||
| Q2 25 | 78.4% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 66.3% | ||
| Q3 25 | 4.6% | 57.8% | ||
| Q2 25 | 1.7% | 58.0% | ||
| Q1 25 | 2.1% | 60.0% | ||
| Q4 24 | 4.9% | 60.2% | ||
| Q3 24 | -5.3% | 58.5% | ||
| Q2 24 | -2.8% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 88.8% | 59.0% | ||
| Q3 25 | 7.9% | 48.1% | ||
| Q2 25 | 6.1% | 46.5% | ||
| Q1 25 | 4.2% | 48.0% | ||
| Q4 24 | 7.4% | 52.9% | ||
| Q3 24 | 8.3% | 48.4% | ||
| Q2 24 | -12.9% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $1.53 | $1.58 | ||
| Q3 25 | $0.11 | $1.20 | ||
| Q2 25 | $0.08 | $1.12 | ||
| Q1 25 | $0.05 | $1.16 | ||
| Q4 24 | $0.14 | $1.19 | ||
| Q3 24 | $0.09 | $1.10 | ||
| Q2 24 | $-0.15 | $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 | $494.3M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $1.9B |
| Total Assets | $959.7M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $494.3M | — | ||
| Q3 25 | $455.7M | — | ||
| Q2 25 | $432.7M | — | ||
| Q1 25 | $168.9M | — | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $159.0M | — | ||
| Q2 24 | $160.8M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $548.2M | $1.8B | ||
| Q3 25 | $391.4M | $1.8B | ||
| Q2 25 | $366.7M | $1.7B | ||
| Q1 25 | $376.3M | $1.7B | ||
| Q4 24 | $358.5M | $1.6B | ||
| Q3 24 | $339.7M | $1.6B | ||
| Q2 24 | $326.7M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $959.7M | $17.7B | ||
| Q3 25 | $787.5M | $17.6B | ||
| Q2 25 | $753.6M | $17.4B | ||
| Q1 25 | $455.4M | $18.6B | ||
| Q4 24 | $441.6M | $17.4B | ||
| Q3 24 | $427.4M | $16.4B | ||
| Q2 24 | $405.9M | $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 | $36.8M | — |
| Free Cash FlowOCF − Capex | $36.6M | — |
| FCF MarginFCF / Revenue | 25.1% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 0.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $36.8M | $355.2M | ||
| Q3 25 | $26.4M | $140.9M | ||
| Q2 25 | $13.3M | $67.6M | ||
| Q1 25 | $12.1M | $48.0M | ||
| Q4 24 | $12.3M | $252.9M | ||
| Q3 24 | $6.3M | $84.0M | ||
| Q2 24 | $3.3M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | — | ||
| Q3 25 | $25.6M | — | ||
| Q2 25 | $12.7M | — | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $11.2M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $3.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 11.5% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 3.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 4.11× | ||
| Q3 25 | 2.70× | 2.15× | ||
| Q2 25 | 1.90× | 1.10× | ||
| Q1 25 | 2.75× | 0.76× | ||
| Q4 24 | 1.45× | 3.88× | ||
| Q3 24 | 0.83× | 1.40× | ||
| Q2 24 | — | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LIF
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |