vs
Side-by-side financial comparison of Origin Bancorp, Inc. (OBK) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $104.0M, roughly 2.0× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs -3.1%, a 29.7% gap on every dollar of revenue. Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% 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".
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
OBK vs STKS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $104.0M | $207.0M |
| Net Profit | $27.7M | $-6.4M |
| Gross Margin | — | — |
| Operating Margin | — | 2.2% |
| Net Margin | 26.6% | -3.1% |
| Revenue YoY | — | -6.7% |
| Net Profit YoY | — | -531.8% |
| EPS (diluted) | $0.89 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $109.8M | $180.2M | ||
| Q2 25 | $83.5M | $207.4M | ||
| Q1 25 | $94.1M | $211.1M | ||
| Q4 24 | $78.3M | $221.9M | ||
| Q3 24 | $90.8M | $194.0M | ||
| Q2 24 | $96.4M | $172.5M |
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | $-6.4M | ||
| Q3 25 | $8.6M | $-76.7M | ||
| Q2 25 | $14.6M | $-10.1M | ||
| Q1 25 | $22.4M | $975.0K | ||
| Q4 24 | $14.3M | $1.5M | ||
| Q3 24 | $18.6M | $-9.3M | ||
| Q2 24 | $21.0M | $-7.3M |
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | 2.2% | ||
| Q3 25 | 10.0% | -4.4% | ||
| Q2 25 | 22.3% | 0.3% | ||
| Q1 25 | 30.4% | 5.1% | ||
| Q4 24 | 23.0% | 5.5% | ||
| Q3 24 | 26.1% | -1.9% | ||
| Q2 24 | 27.7% | 0.6% |
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | -3.1% | ||
| Q3 25 | 7.9% | -42.6% | ||
| Q2 25 | 17.5% | -4.9% | ||
| Q1 25 | 23.8% | 0.5% | ||
| Q4 24 | 18.2% | 0.7% | ||
| Q3 24 | 20.5% | -4.8% | ||
| Q2 24 | 21.8% | -4.3% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $-0.50 | ||
| Q3 25 | $0.27 | $-2.75 | ||
| Q2 25 | $0.47 | $-0.59 | ||
| Q1 25 | $0.71 | $-0.21 | ||
| Q4 24 | $0.45 | $-0.18 | ||
| Q3 24 | $0.60 | $-0.53 | ||
| Q2 24 | $0.67 | $-0.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $1.3B | $-75.8M |
| Total Assets | $10.2B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $4.2M | ||
| Q3 25 | $626.9M | $5.5M | ||
| Q2 25 | $334.1M | $4.7M | ||
| Q1 25 | $486.2M | $21.4M | ||
| Q4 24 | $470.2M | $27.6M | ||
| Q3 24 | $321.2M | $28.2M | ||
| Q2 24 | $288.1M | $32.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $-75.8M | ||
| Q3 25 | $1.2B | $-61.5M | ||
| Q2 25 | $1.2B | $23.0M | ||
| Q1 25 | $1.2B | $40.5M | ||
| Q4 24 | $1.1B | $45.9M | ||
| Q3 24 | $1.1B | $51.4M | ||
| Q2 24 | $1.1B | $68.1M |
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $884.2M | ||
| Q3 25 | $9.8B | $879.5M | ||
| Q2 25 | $9.7B | $935.7M | ||
| Q1 25 | $9.8B | $956.0M | ||
| Q4 24 | $9.7B | $960.1M | ||
| Q3 24 | $10.0B | $953.5M | ||
| Q2 24 | $9.9B | $945.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× |
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 | — | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $13.1M | ||
| Q3 25 | $59.3M | $5.9M | ||
| Q2 25 | $20.6M | $2.8M | ||
| Q1 25 | $35.6M | $8.5M | ||
| Q4 24 | $108.5M | $18.5M | ||
| Q3 24 | $39.6M | $19.1M | ||
| Q2 24 | $11.9M | $-3.8M |
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $-329.0K | ||
| Q3 25 | $56.8M | $-6.1M | ||
| Q2 25 | $19.6M | $-15.0M | ||
| Q1 25 | $34.8M | $-5.8M | ||
| Q4 24 | $86.4M | $733.0K | ||
| Q3 24 | $32.2M | $287.0K | ||
| Q2 24 | $6.5M | $-23.0M |
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | -0.2% | ||
| Q3 25 | 51.7% | -3.4% | ||
| Q2 25 | 23.5% | -7.2% | ||
| Q1 25 | 37.0% | -2.7% | ||
| Q4 24 | 110.3% | 0.3% | ||
| Q3 24 | 35.5% | 0.1% | ||
| Q2 24 | 6.8% | -13.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 6.5% | ||
| Q3 25 | 2.3% | 6.7% | ||
| Q2 25 | 1.2% | 8.6% | ||
| Q1 25 | 0.8% | 6.8% | ||
| Q4 24 | 28.1% | 8.0% | ||
| Q3 24 | 8.1% | 9.7% | ||
| Q2 24 | 5.6% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | — | ||
| Q3 25 | 6.88× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.59× | 8.76× | ||
| Q4 24 | 7.60× | 12.54× | ||
| 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
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
