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Side-by-side financial comparison of DOUGLAS DYNAMICS, INC (PLOW) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
DOUGLAS DYNAMICS, INC is the larger business by last-quarter revenue ($184.5M vs $159.0M, roughly 1.2× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 7.0%, a 45.2% gap on every dollar of revenue. Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 17.7%).
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
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.
PLOW vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $184.5M | $159.0M |
| Net Profit | $12.8M | $83.0M |
| Gross Margin | 26.1% | — |
| Operating Margin | 10.5% | — |
| Net Margin | 7.0% | 52.2% |
| Revenue YoY | 28.6% | — |
| Net Profit YoY | 62.3% | 31.2% |
| EPS (diluted) | $0.54 | $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 | $184.5M | $162.2M | ||
| Q3 25 | $162.1M | $136.3M | ||
| Q2 25 | $194.3M | $132.1M | ||
| Q1 25 | $115.1M | $131.8M | ||
| Q4 24 | $143.5M | $131.9M | ||
| Q3 24 | $129.4M | $123.7M | ||
| Q2 24 | $199.9M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $12.8M | $86.4M | ||
| Q3 25 | $8.0M | $65.6M | ||
| Q2 25 | $26.0M | $61.4M | ||
| Q1 25 | $148.0K | $63.2M | ||
| Q4 24 | $7.9M | $65.2M | ||
| Q3 24 | $32.3M | $59.9M | ||
| Q2 24 | $24.3M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 23.5% | — | ||
| Q2 25 | 31.0% | — | ||
| Q1 25 | 24.5% | — | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 23.9% | — | ||
| Q2 24 | 30.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 66.3% | ||
| Q3 25 | 8.7% | 57.8% | ||
| Q2 25 | 19.0% | 58.0% | ||
| Q1 25 | 2.8% | 60.0% | ||
| Q4 24 | 9.0% | 60.2% | ||
| Q3 24 | 35.4% | 58.5% | ||
| Q2 24 | 18.2% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 7.0% | 59.0% | ||
| Q3 25 | 4.9% | 48.1% | ||
| Q2 25 | 13.4% | 46.5% | ||
| Q1 25 | 0.1% | 48.0% | ||
| Q4 24 | 5.5% | 52.9% | ||
| Q3 24 | 24.9% | 48.4% | ||
| Q2 24 | 12.2% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.54 | $1.58 | ||
| Q3 25 | $0.33 | $1.20 | ||
| Q2 25 | $1.09 | $1.12 | ||
| Q1 25 | $0.00 | $1.16 | ||
| Q4 24 | $0.35 | $1.19 | ||
| Q3 24 | $1.36 | $1.10 | ||
| Q2 24 | $1.02 | $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 | — | $1.8B |
| Total DebtLower is stronger | $144.0M | — |
| Stockholders' EquityBook value | $281.4M | $1.9B |
| Total Assets | $626.7M | $18.2B |
| Debt / EquityLower = less leverage | 0.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $147.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $281.4M | $1.8B | ||
| Q3 25 | $275.3M | $1.8B | ||
| Q2 25 | $273.3M | $1.7B | ||
| Q1 25 | $258.9M | $1.7B | ||
| Q4 24 | $264.2M | $1.6B | ||
| Q3 24 | $260.8M | $1.6B | ||
| Q2 24 | $236.7M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $626.7M | $17.7B | ||
| Q3 25 | $694.9M | $17.6B | ||
| Q2 25 | $671.5M | $17.4B | ||
| Q1 25 | $621.0M | $18.6B | ||
| Q4 24 | $590.0M | $17.4B | ||
| Q3 24 | $665.6M | $16.4B | ||
| Q2 24 | $617.0M | $16.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.56× | — | ||
| 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 | $95.9M | — |
| Free Cash FlowOCF − Capex | $92.8M | — |
| FCF MarginFCF / Revenue | 50.3% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 7.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $63.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $95.9M | $355.2M | ||
| Q3 25 | $-8.5M | $140.9M | ||
| Q2 25 | $-11.4M | $67.6M | ||
| Q1 25 | $-1.3M | $48.0M | ||
| Q4 24 | $74.4M | $252.9M | ||
| Q3 24 | $-14.2M | $84.0M | ||
| Q2 24 | $2.5M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $92.8M | — | ||
| Q3 25 | $-11.4M | — | ||
| Q2 25 | $-14.3M | — | ||
| Q1 25 | $-3.5M | — | ||
| Q4 24 | $70.2M | — | ||
| Q3 24 | $-15.2M | — | ||
| Q2 24 | $836.0K | — |
| Q1 26 | — | — | ||
| Q4 25 | 50.3% | — | ||
| Q3 25 | -7.1% | — | ||
| Q2 25 | -7.4% | — | ||
| Q1 25 | -3.0% | — | ||
| Q4 24 | 48.9% | — | ||
| Q3 24 | -11.8% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.47× | 4.11× | ||
| Q3 25 | -1.07× | 2.15× | ||
| Q2 25 | -0.44× | 1.10× | ||
| Q1 25 | -9.03× | 0.76× | ||
| Q4 24 | 9.41× | 3.88× | ||
| Q3 24 | -0.44× | 1.40× | ||
| Q2 24 | 0.10× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
