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Side-by-side financial comparison of Origin Bancorp, Inc. (OBK) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $88.4M, roughly 1.2× OPAL Fuels Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 18.3%, a 8.3% gap on every dollar of revenue. Over the past eight quarters, OPAL Fuels Inc.'s revenue compounded faster (17.6% CAGR vs 3.9%).
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".
OPAL Fuels Inc. is a North American energy company focused on producing and distributing low-carbon renewable natural gas (RNG). It captures methane from landfills, dairy operations and other organic waste streams to produce RNG, which is mainly supplied to heavy-duty transportation fleets, commercial logistics operators and public transport entities to help reduce their greenhouse gas emissions.
OBK vs OPAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $104.0M | $88.4M |
| Net Profit | $27.7M | $16.2M |
| Gross Margin | — | — |
| Operating Margin | — | 7.5% |
| Net Margin | 26.6% | 18.3% |
| Revenue YoY | — | 18.7% |
| Net Profit YoY | — | 401.5% |
| EPS (diluted) | $0.89 | $0.08 |
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 | $103.4M | $88.4M | ||
| Q3 25 | $109.8M | $77.9M | ||
| Q2 25 | $83.5M | $77.4M | ||
| Q1 25 | $94.1M | $83.0M | ||
| Q4 24 | $78.3M | $74.5M | ||
| Q3 24 | $90.8M | $82.6M | ||
| Q2 24 | $96.4M | $69.8M |
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | $16.2M | ||
| Q3 25 | $8.6M | $11.4M | ||
| Q2 25 | $14.6M | $7.6M | ||
| Q1 25 | $22.4M | $1.3M | ||
| Q4 24 | $14.3M | $-5.4M | ||
| Q3 24 | $18.6M | $17.1M | ||
| Q2 24 | $21.0M | $1.9M |
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | 7.5% | ||
| Q3 25 | 10.0% | 4.6% | ||
| Q2 25 | 22.3% | -1.1% | ||
| Q1 25 | 30.4% | -2.3% | ||
| Q4 24 | 23.0% | -0.5% | ||
| Q3 24 | 26.1% | 14.9% | ||
| Q2 24 | 27.7% | 8.1% |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | 18.3% | ||
| Q3 25 | 7.9% | 14.6% | ||
| Q2 25 | 17.5% | 9.8% | ||
| Q1 25 | 23.8% | 1.5% | ||
| Q4 24 | 18.2% | -7.2% | ||
| Q3 24 | 20.5% | 20.7% | ||
| Q2 24 | 21.8% | 2.7% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $0.08 | ||
| Q3 25 | $0.27 | $0.05 | ||
| Q2 25 | $0.47 | $0.03 | ||
| Q1 25 | $0.71 | $-0.01 | ||
| Q4 24 | $0.45 | $-0.05 | ||
| Q3 24 | $0.60 | $0.09 | ||
| Q2 24 | $0.67 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $24.4M |
| Total DebtLower is stronger | — | $361.3M |
| Stockholders' EquityBook value | $1.3B | $-12.9M |
| Total Assets | $10.2B | $959.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $24.4M | ||
| Q3 25 | $626.9M | $29.9M | ||
| Q2 25 | $334.1M | $29.3M | ||
| Q1 25 | $486.2M | $40.1M | ||
| Q4 24 | $470.2M | $24.3M | ||
| Q3 24 | $321.2M | $31.0M | ||
| Q2 24 | $288.1M | $27.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $-12.9M | ||
| Q3 25 | $1.2B | $7.5M | ||
| Q2 25 | $1.2B | $-25.0M | ||
| Q1 25 | $1.2B | $57.1M | ||
| Q4 24 | $1.1B | $-148.4M | ||
| Q3 24 | $1.1B | $-180.1M | ||
| Q2 24 | $1.1B | $-273.0M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $959.5M | ||
| Q3 25 | $9.8B | $916.7M | ||
| Q2 25 | $9.7B | $905.5M | ||
| Q1 25 | $9.8B | $884.9M | ||
| Q4 24 | $9.7B | $881.1M | ||
| Q3 24 | $10.0B | $831.1M | ||
| Q2 24 | $9.9B | $782.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-3.5M |
| Free Cash FlowOCF − Capex | — | $-13.4M |
| FCF MarginFCF / Revenue | — | -15.1% |
| Capex IntensityCapex / Revenue | — | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $-3.5M | ||
| Q3 25 | $59.3M | $18.2M | ||
| Q2 25 | $20.6M | $-7.9M | ||
| Q1 25 | $35.6M | $29.7M | ||
| Q4 24 | $108.5M | $-532.0K | ||
| Q3 24 | $39.6M | $17.7M | ||
| Q2 24 | $11.9M | $533.0K |
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $-13.4M | ||
| Q3 25 | $56.8M | $-9.3M | ||
| Q2 25 | $19.6M | $-29.7M | ||
| Q1 25 | $34.8M | $18.1M | ||
| Q4 24 | $86.4M | $-55.0M | ||
| Q3 24 | $32.2M | $-5.4M | ||
| Q2 24 | $6.5M | $-22.5M |
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | -15.1% | ||
| Q3 25 | 51.7% | -11.9% | ||
| Q2 25 | 23.5% | -38.4% | ||
| Q1 25 | 37.0% | 21.8% | ||
| Q4 24 | 110.3% | -73.8% | ||
| Q3 24 | 35.5% | -6.5% | ||
| Q2 24 | 6.8% | -32.2% |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 11.1% | ||
| Q3 25 | 2.3% | 35.3% | ||
| Q2 25 | 1.2% | 28.2% | ||
| Q1 25 | 0.8% | 13.9% | ||
| Q4 24 | 28.1% | 73.1% | ||
| Q3 24 | 8.1% | 27.9% | ||
| Q2 24 | 5.6% | 32.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | -0.22× | ||
| Q3 25 | 6.88× | 1.60× | ||
| Q2 25 | 1.41× | -1.04× | ||
| Q1 25 | 1.59× | 23.11× | ||
| Q4 24 | 7.60× | — | ||
| Q3 24 | 2.13× | 1.03× | ||
| Q2 24 | 0.57× | 0.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
