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Side-by-side financial comparison of PHOTRONICS INC (PLAB) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
PHOTRONICS INC is the larger business by last-quarter revenue ($210.4M vs $159.0M, roughly 1.3× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 10.9%, a 41.3% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs -3.8%).
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
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.
PLAB vs SFBS — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $159.0M |
| Net Profit | $22.9M | $83.0M |
| Gross Margin | 33.7% | — |
| Operating Margin | 22.9% | — |
| Net Margin | 10.9% | 52.2% |
| Revenue YoY | -5.5% | — |
| Net Profit YoY | -32.4% | 31.2% |
| EPS (diluted) | $0.39 | $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 | $210.4M | $136.3M | ||
| Q2 25 | $211.0M | $132.1M | ||
| Q1 25 | $212.1M | $131.8M | ||
| Q4 24 | $222.6M | $131.9M | ||
| Q3 24 | $211.0M | $123.7M | ||
| Q2 24 | $217.0M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | — | $86.4M | ||
| Q3 25 | $22.9M | $65.6M | ||
| Q2 25 | $8.9M | $61.4M | ||
| Q1 25 | $42.9M | $63.2M | ||
| Q4 24 | $33.9M | $65.2M | ||
| Q3 24 | $34.4M | $59.9M | ||
| Q2 24 | $36.3M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 33.7% | — | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 35.6% | — | ||
| Q4 24 | 37.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 36.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 66.3% | ||
| Q3 25 | 22.9% | 57.8% | ||
| Q2 25 | 26.4% | 58.0% | ||
| Q1 25 | 24.6% | 60.0% | ||
| Q4 24 | 25.1% | 60.2% | ||
| Q3 24 | 24.7% | 58.5% | ||
| Q2 24 | 25.8% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | — | 59.0% | ||
| Q3 25 | 10.9% | 48.1% | ||
| Q2 25 | 4.2% | 46.5% | ||
| Q1 25 | 20.2% | 48.0% | ||
| Q4 24 | 15.2% | 52.9% | ||
| Q3 24 | 16.3% | 48.4% | ||
| Q2 24 | 16.7% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | — | $1.58 | ||
| Q3 25 | $0.39 | $1.20 | ||
| Q2 25 | $0.15 | $1.12 | ||
| Q1 25 | $0.68 | $1.16 | ||
| Q4 24 | $0.54 | $1.19 | ||
| Q3 24 | $0.55 | $1.10 | ||
| Q2 24 | $0.58 | $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 | $575.8M | $1.8B |
| Total DebtLower is stronger | $16.0K | — |
| Stockholders' EquityBook value | $1.1B | $1.9B |
| Total Assets | $1.8B | $18.2B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | — | ||
| Q3 25 | $575.8M | — | ||
| Q2 25 | $558.4M | — | ||
| Q1 25 | $642.2M | — | ||
| Q4 24 | $640.7M | — | ||
| Q3 24 | $606.4M | — | ||
| Q2 24 | $559.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $16.0K | — | ||
| Q2 25 | $19.0K | — | ||
| Q1 25 | $21.0K | — | ||
| Q4 24 | $25.0K | — | ||
| Q3 24 | $28.0K | — | ||
| Q2 24 | $2.5M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.0B | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | — | $17.7B | ||
| Q3 25 | $1.8B | $17.6B | ||
| Q2 25 | $1.7B | $17.4B | ||
| Q1 25 | $1.7B | $18.6B | ||
| Q4 24 | $1.7B | $17.4B | ||
| Q3 24 | $1.6B | $16.4B | ||
| Q2 24 | $1.6B | $16.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $50.1M | — |
| Free Cash FlowOCF − Capex | $25.2M | — |
| FCF MarginFCF / Revenue | 12.0% | — |
| Capex IntensityCapex / Revenue | 11.8% | — |
| Cash ConversionOCF / Net Profit | 2.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $355.2M | ||
| Q3 25 | $50.1M | $140.9M | ||
| Q2 25 | $31.5M | $67.6M | ||
| Q1 25 | $78.5M | $48.0M | ||
| Q4 24 | $68.4M | $252.9M | ||
| Q3 24 | $75.1M | $84.0M | ||
| Q2 24 | $76.5M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $25.2M | — | ||
| Q2 25 | $-29.1M | — | ||
| Q1 25 | $43.3M | — | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $50.7M | — | ||
| Q2 24 | $56.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.0% | — | ||
| Q2 25 | -13.8% | — | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 26.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.8% | — | ||
| Q2 25 | 28.7% | — | ||
| Q1 25 | 16.6% | — | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | 11.6% | — | ||
| Q2 24 | 9.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | 2.19× | 2.15× | ||
| Q2 25 | 3.55× | 1.10× | ||
| Q1 25 | 1.83× | 0.76× | ||
| Q4 24 | 2.02× | 3.88× | ||
| Q3 24 | 2.18× | 1.40× | ||
| Q2 24 | 2.11× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
