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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $159.0M, roughly 1.4× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 12.9%, a 39.3% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 2.6%).
Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing industries.
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.
ONTO vs SFBS — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $159.0M |
| Net Profit | $28.2M | $83.0M |
| Gross Margin | 50.7% | — |
| Operating Margin | 10.9% | — |
| Net Margin | 12.9% | 52.2% |
| Revenue YoY | -13.5% | — |
| Net Profit YoY | -46.8% | 31.2% |
| EPS (diluted) | $0.57 | $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 | — | $162.2M | ||
| Q3 25 | $218.2M | $136.3M | ||
| Q2 25 | $253.6M | $132.1M | ||
| Q1 25 | $266.6M | $131.8M | ||
| Q4 24 | $263.9M | $131.9M | ||
| Q3 24 | $252.2M | $123.7M | ||
| Q2 24 | $242.3M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | — | $86.4M | ||
| Q3 25 | $28.2M | $65.6M | ||
| Q2 25 | $33.9M | $61.4M | ||
| Q1 25 | $64.1M | $63.2M | ||
| Q4 24 | $48.8M | $65.2M | ||
| Q3 24 | $53.1M | $59.9M | ||
| Q2 24 | $52.9M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 50.7% | — | ||
| Q2 25 | 48.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 50.2% | — | ||
| Q3 24 | 54.1% | — | ||
| Q2 24 | 52.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 66.3% | ||
| Q3 25 | 10.9% | 57.8% | ||
| Q2 25 | 12.7% | 58.0% | ||
| Q1 25 | 23.7% | 60.0% | ||
| Q4 24 | 16.1% | 60.2% | ||
| Q3 24 | 21.0% | 58.5% | ||
| Q2 24 | 20.2% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | — | 59.0% | ||
| Q3 25 | 12.9% | 48.1% | ||
| Q2 25 | 13.4% | 46.5% | ||
| Q1 25 | 24.0% | 48.0% | ||
| Q4 24 | 18.5% | 52.9% | ||
| Q3 24 | 21.0% | 48.4% | ||
| Q2 24 | 21.9% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | — | $1.58 | ||
| Q3 25 | $0.57 | $1.20 | ||
| Q2 25 | $0.69 | $1.12 | ||
| Q1 25 | $1.30 | $1.16 | ||
| Q4 24 | $0.98 | $1.19 | ||
| Q3 24 | $1.07 | $1.10 | ||
| Q2 24 | $1.07 | $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 | $603.1M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $1.9B |
| Total Assets | $2.2B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | — | ||
| Q3 25 | $603.1M | — | ||
| Q2 25 | $217.5M | — | ||
| Q1 25 | $203.7M | — | ||
| Q4 24 | $212.9M | — | ||
| Q3 24 | $188.7M | — | ||
| Q2 24 | $172.6M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.9B | $1.6B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.8B | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | — | $17.7B | ||
| Q3 25 | $2.2B | $17.6B | ||
| Q2 25 | $2.1B | $17.4B | ||
| Q1 25 | $2.1B | $18.6B | ||
| Q4 24 | $2.1B | $17.4B | ||
| Q3 24 | $2.1B | $16.4B | ||
| Q2 24 | $2.0B | $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 | $83.4M | — |
| Free Cash FlowOCF − Capex | $82.0M | — |
| FCF MarginFCF / Revenue | 37.6% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $355.2M | ||
| Q3 25 | $83.4M | $140.9M | ||
| Q2 25 | $57.9M | $67.6M | ||
| Q1 25 | $92.0M | $48.0M | ||
| Q4 24 | $56.0M | $252.9M | ||
| Q3 24 | $67.2M | $84.0M | ||
| Q2 24 | $65.3M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $82.0M | — | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $51.4M | — | ||
| Q3 24 | $59.2M | — | ||
| Q2 24 | $53.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 31.4% | — | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 21.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 5.4% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 5.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | 2.95× | 2.15× | ||
| Q2 25 | 1.71× | 1.10× | ||
| Q1 25 | 1.44× | 0.76× | ||
| Q4 24 | 1.15× | 3.88× | ||
| Q3 24 | 1.27× | 1.40× | ||
| Q2 24 | 1.23× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
