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Side-by-side financial comparison of OPAL Fuels Inc. (OPAL) 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 $88.4M, roughly 1.8× OPAL Fuels Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 18.3%, a 33.9% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 17.6%).
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.
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.
OPAL vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $88.4M | $159.0M |
| Net Profit | $16.2M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | 7.5% | — |
| Net Margin | 18.3% | 52.2% |
| Revenue YoY | 18.7% | — |
| Net Profit YoY | 401.5% | 31.2% |
| EPS (diluted) | $0.08 | $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 | $88.4M | $162.2M | ||
| Q3 25 | $77.9M | $136.3M | ||
| Q2 25 | $77.4M | $132.1M | ||
| Q1 25 | $83.0M | $131.8M | ||
| Q4 24 | $74.5M | $131.9M | ||
| Q3 24 | $82.6M | $123.7M | ||
| Q2 24 | $69.8M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $16.2M | $86.4M | ||
| Q3 25 | $11.4M | $65.6M | ||
| Q2 25 | $7.6M | $61.4M | ||
| Q1 25 | $1.3M | $63.2M | ||
| Q4 24 | $-5.4M | $65.2M | ||
| Q3 24 | $17.1M | $59.9M | ||
| Q2 24 | $1.9M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 66.3% | ||
| Q3 25 | 4.6% | 57.8% | ||
| Q2 25 | -1.1% | 58.0% | ||
| Q1 25 | -2.3% | 60.0% | ||
| Q4 24 | -0.5% | 60.2% | ||
| Q3 24 | 14.9% | 58.5% | ||
| Q2 24 | 8.1% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 18.3% | 59.0% | ||
| Q3 25 | 14.6% | 48.1% | ||
| Q2 25 | 9.8% | 46.5% | ||
| Q1 25 | 1.5% | 48.0% | ||
| Q4 24 | -7.2% | 52.9% | ||
| Q3 24 | 20.7% | 48.4% | ||
| Q2 24 | 2.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.08 | $1.58 | ||
| Q3 25 | $0.05 | $1.20 | ||
| Q2 25 | $0.03 | $1.12 | ||
| Q1 25 | $-0.01 | $1.16 | ||
| Q4 24 | $-0.05 | $1.19 | ||
| Q3 24 | $0.09 | $1.10 | ||
| Q2 24 | $-0.01 | $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 | $24.4M | $1.8B |
| Total DebtLower is stronger | $361.3M | — |
| Stockholders' EquityBook value | $-12.9M | $1.9B |
| Total Assets | $959.5M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $24.4M | — | ||
| Q3 25 | $29.9M | — | ||
| Q2 25 | $29.3M | — | ||
| Q1 25 | $40.1M | — | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $31.0M | — | ||
| Q2 24 | $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 | — | $1.9B | ||
| Q4 25 | $-12.9M | $1.8B | ||
| Q3 25 | $7.5M | $1.8B | ||
| Q2 25 | $-25.0M | $1.7B | ||
| Q1 25 | $57.1M | $1.7B | ||
| Q4 24 | $-148.4M | $1.6B | ||
| Q3 24 | $-180.1M | $1.6B | ||
| Q2 24 | $-273.0M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $959.5M | $17.7B | ||
| Q3 25 | $916.7M | $17.6B | ||
| Q2 25 | $905.5M | $17.4B | ||
| Q1 25 | $884.9M | $18.6B | ||
| Q4 24 | $881.1M | $17.4B | ||
| Q3 24 | $831.1M | $16.4B | ||
| Q2 24 | $782.3M | $16.0B |
| 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 | $-3.5M | $355.2M | ||
| Q3 25 | $18.2M | $140.9M | ||
| Q2 25 | $-7.9M | $67.6M | ||
| Q1 25 | $29.7M | $48.0M | ||
| Q4 24 | $-532.0K | $252.9M | ||
| Q3 24 | $17.7M | $84.0M | ||
| Q2 24 | $533.0K | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-13.4M | — | ||
| Q3 25 | $-9.3M | — | ||
| Q2 25 | $-29.7M | — | ||
| Q1 25 | $18.1M | — | ||
| Q4 24 | $-55.0M | — | ||
| Q3 24 | $-5.4M | — | ||
| Q2 24 | $-22.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | — | ||
| Q3 25 | -11.9% | — | ||
| Q2 25 | -38.4% | — | ||
| Q1 25 | 21.8% | — | ||
| Q4 24 | -73.8% | — | ||
| Q3 24 | -6.5% | — | ||
| Q2 24 | -32.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | — | ||
| Q3 25 | 35.3% | — | ||
| Q2 25 | 28.2% | — | ||
| Q1 25 | 13.9% | — | ||
| Q4 24 | 73.1% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 32.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | -0.22× | 4.11× | ||
| Q3 25 | 1.60× | 2.15× | ||
| Q2 25 | -1.04× | 1.10× | ||
| Q1 25 | 23.11× | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | 1.03× | 1.40× | ||
| Q2 24 | 0.28× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
