vs
Side-by-side financial comparison of OneStream, Inc. (OS) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $159.0M, roughly 1.0× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 0.6%, a 51.6% gap on every dollar of revenue. Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 17.7%).
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
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.
OS vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $163.7M | $159.0M |
| Net Profit | $999.0K | $83.0M |
| Gross Margin | 69.8% | — |
| Operating Margin | -3.2% | — |
| Net Margin | 0.6% | 52.2% |
| Revenue YoY | 23.6% | — |
| Net Profit YoY | — | 31.2% |
| EPS (diluted) | — | $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 | $163.7M | $162.2M | ||
| Q3 25 | $154.3M | $136.3M | ||
| Q2 25 | $147.6M | $132.1M | ||
| Q1 25 | $136.3M | $131.8M | ||
| Q4 24 | $132.5M | $131.9M | ||
| Q3 24 | $129.1M | $123.7M | ||
| Q2 24 | $117.5M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $999.0K | $86.4M | ||
| Q3 25 | $-8.8M | $65.6M | ||
| Q2 25 | $-18.4M | $61.4M | ||
| Q1 25 | $-24.0M | $63.2M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $-171.9M | $59.9M | ||
| Q2 24 | $-7.8M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 69.8% | — | ||
| Q3 25 | 68.1% | — | ||
| Q2 25 | 68.6% | — | ||
| Q1 25 | 68.0% | — | ||
| Q4 24 | 66.8% | — | ||
| Q3 24 | 50.1% | — | ||
| Q2 24 | 68.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | -3.2% | 66.3% | ||
| Q3 25 | -11.3% | 57.8% | ||
| Q2 25 | -21.8% | 58.0% | ||
| Q1 25 | -29.3% | 60.0% | ||
| Q4 24 | -35.8% | 60.2% | ||
| Q3 24 | -197.6% | 58.5% | ||
| Q2 24 | -9.8% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 0.6% | 59.0% | ||
| Q3 25 | -5.7% | 48.1% | ||
| Q2 25 | -12.5% | 46.5% | ||
| Q1 25 | -17.6% | 48.0% | ||
| Q4 24 | — | 52.9% | ||
| Q3 24 | -133.1% | 48.4% | ||
| Q2 24 | -6.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | — | $1.58 | ||
| Q3 25 | — | $1.20 | ||
| Q2 25 | — | $1.12 | ||
| Q1 25 | — | $1.16 | ||
| Q4 24 | — | $1.19 | ||
| Q3 24 | $-1.06 | $1.10 | ||
| Q2 24 | — | $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 | $693.6M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $504.7M | $1.9B |
| Total Assets | $1.0B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $693.6M | — | ||
| Q3 25 | $653.9M | — | ||
| Q2 25 | $652.1M | — | ||
| Q1 25 | $593.9M | — | ||
| Q4 24 | $544.2M | — | ||
| Q3 24 | $495.5M | — | ||
| Q2 24 | $140.5M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $504.7M | $1.8B | ||
| Q3 25 | $472.1M | $1.8B | ||
| Q2 25 | $458.2M | $1.7B | ||
| Q1 25 | $412.9M | $1.7B | ||
| Q4 24 | $386.2M | $1.6B | ||
| Q3 24 | $458.2M | $1.6B | ||
| Q2 24 | $97.5M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.0B | $17.7B | ||
| Q3 25 | $949.4M | $17.6B | ||
| Q2 25 | $910.5M | $17.4B | ||
| Q1 25 | $867.3M | $18.6B | ||
| Q4 24 | $823.2M | $17.4B | ||
| Q3 24 | $750.1M | $16.4B | ||
| Q2 24 | $379.7M | $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 | $25.8M | — |
| Free Cash FlowOCF − Capex | $25.6M | — |
| FCF MarginFCF / Revenue | 15.7% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 25.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | $95.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $25.8M | $355.2M | ||
| Q3 25 | $5.0M | $140.9M | ||
| Q2 25 | $29.7M | $67.6M | ||
| Q1 25 | $36.2M | $48.0M | ||
| Q4 24 | — | $252.9M | ||
| Q3 24 | $2.4M | $84.0M | ||
| Q2 24 | $8.1M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $25.6M | — | ||
| Q3 25 | $4.8M | — | ||
| Q2 25 | $29.4M | — | ||
| Q1 25 | $35.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.3M | — | ||
| Q2 24 | $7.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 19.9% | — | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.79× | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
