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Side-by-side financial comparison of Portillo's Inc. (PTLO) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.

SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $185.7M, roughly 1.1× Portillo's Inc.). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 0.6%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $-9.2M). Over the past eight quarters, Portillo's Inc.'s revenue compounded faster (5.8% CAGR vs 0.6%).

Portillo's Restaurant Group, Inc. is an American fast casual restaurant chain based in the Chicago area that specializes in serving Chicago-style food such as hot dogs, Maxwell Street Polish, and Italian beef. The company was founded by Dick Portillo on April 9, 1963, in Villa Park, Illinois, under the name "The Dog House".

Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.

PTLO vs SFNC — Head-to-Head

Bigger by revenue
SFNC
SFNC
1.1× larger
SFNC
$197.3M
$185.7M
PTLO
Growing faster (revenue YoY)
SFNC
SFNC
+19.0% gap
SFNC
19.6%
0.6%
PTLO
More free cash flow
SFNC
SFNC
$420.5M more FCF
SFNC
$411.4M
$-9.2M
PTLO
Faster 2-yr revenue CAGR
PTLO
PTLO
Annualised
PTLO
5.8%
0.6%
SFNC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
PTLO
PTLO
SFNC
SFNC
Revenue
$185.7M
$197.3M
Net Profit
$6.3M
Gross Margin
Operating Margin
5.6%
Net Margin
3.4%
Revenue YoY
0.6%
19.6%
Net Profit YoY
-49.5%
EPS (diluted)
$0.08
$0.36

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.

Revenue
PTLO
PTLO
SFNC
SFNC
Q4 25
$185.7M
$197.3M
Q3 25
$181.4M
$186.7M
Q2 25
$188.5M
$214.2M
Q1 25
$176.4M
$209.6M
Q4 24
$184.6M
$208.5M
Q3 24
$178.3M
$174.8M
Q2 24
$181.9M
$197.2M
Q1 24
$165.8M
$195.1M
Net Profit
PTLO
PTLO
SFNC
SFNC
Q4 25
$6.3M
Q3 25
$1.2M
$-562.8M
Q2 25
$8.7M
$54.8M
Q1 25
$3.3M
$32.4M
Q4 24
$12.4M
Q3 24
$7.2M
$24.7M
Q2 24
$6.5M
$40.8M
Q1 24
$4.6M
$38.9M
Operating Margin
PTLO
PTLO
SFNC
SFNC
Q4 25
5.6%
Q3 25
3.0%
Q2 25
9.3%
Q1 25
5.9%
Q4 24
7.5%
Q3 24
9.0%
Q2 24
10.0%
Q1 24
6.1%
Net Margin
PTLO
PTLO
SFNC
SFNC
Q4 25
3.4%
Q3 25
0.7%
-301.5%
Q2 25
4.6%
25.6%
Q1 25
1.9%
15.5%
Q4 24
6.7%
Q3 24
4.1%
14.1%
Q2 24
3.6%
20.7%
Q1 24
2.8%
19.9%
EPS (diluted)
PTLO
PTLO
SFNC
SFNC
Q4 25
$0.08
$0.36
Q3 25
$0.02
$-4.00
Q2 25
$0.12
$0.43
Q1 25
$0.05
$0.26
Q4 24
$0.17
$0.38
Q3 24
$0.11
$0.20
Q2 24
$0.10
$0.32
Q1 24
$0.08
$0.31

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PTLO
PTLO
SFNC
SFNC
Cash + ST InvestmentsLiquidity on hand
Total DebtLower is stronger
$334.2M
$620.0M
Stockholders' EquityBook value
$467.8M
$3.4B
Total Assets
$1.6B
$24.5B
Debt / EquityLower = less leverage
0.71×
0.18×

8-quarter trend — quarters aligned by calendar period.

Total Debt
PTLO
PTLO
SFNC
SFNC
Q4 25
$334.2M
$620.0M
Q3 25
$322.6M
$667.8M
Q2 25
$317.0M
$1.0B
Q1 25
$319.8M
$1.3B
Q4 24
$311.7M
$1.1B
Q3 24
$302.2M
$1.4B
Q2 24
$305.1M
$1.7B
Q1 24
$321.7M
$1.2B
Stockholders' Equity
PTLO
PTLO
SFNC
SFNC
Q4 25
$467.8M
$3.4B
Q3 25
$459.4M
$3.4B
Q2 25
$458.9M
$3.5B
Q1 25
$406.9M
$3.5B
Q4 24
$401.1M
$3.5B
Q3 24
$382.4M
$3.5B
Q2 24
$370.2M
$3.5B
Q1 24
$360.5M
$3.4B
Total Assets
PTLO
PTLO
SFNC
SFNC
Q4 25
$1.6B
$24.5B
Q3 25
$1.6B
$24.2B
Q2 25
$1.6B
$26.7B
Q1 25
$1.5B
$26.8B
Q4 24
$1.5B
$26.9B
Q3 24
$1.5B
$27.3B
Q2 24
$1.4B
$27.4B
Q1 24
$1.4B
$27.4B
Debt / Equity
PTLO
PTLO
SFNC
SFNC
Q4 25
0.71×
0.18×
Q3 25
0.70×
0.20×
Q2 25
0.69×
0.28×
Q1 25
0.79×
0.35×
Q4 24
0.78×
0.32×
Q3 24
0.79×
0.40×
Q2 24
0.82×
0.50×
Q1 24
0.89×
0.36×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PTLO
PTLO
SFNC
SFNC
Operating Cash FlowLast quarter
$23.2M
$449.5M
Free Cash FlowOCF − Capex
$-9.2M
$411.4M
FCF MarginFCF / Revenue
-4.9%
208.5%
Capex IntensityCapex / Revenue
17.4%
19.3%
Cash ConversionOCF / Net Profit
3.69×
TTM Free Cash FlowTrailing 4 quarters
$-18.5M
$717.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PTLO
PTLO
SFNC
SFNC
Q4 25
$23.2M
$449.5M
Q3 25
$20.0M
$223.4M
Q2 25
$19.2M
$77.6M
Q1 25
$9.4M
$32.8M
Q4 24
$26.1M
$425.9M
Q3 24
$30.3M
$199.4M
Q2 24
$32.6M
$86.1M
Q1 24
$9.1M
$57.6M
Free Cash Flow
PTLO
PTLO
SFNC
SFNC
Q4 25
$-9.2M
$411.4M
Q3 25
$-5.0M
$216.7M
Q2 25
$5.2M
$66.3M
Q1 25
$-9.6M
$22.6M
Q4 24
$-5.6M
$380.4M
Q3 24
$7.7M
$187.7M
Q2 24
$15.6M
$72.7M
Q1 24
$-7.9M
$47.7M
FCF Margin
PTLO
PTLO
SFNC
SFNC
Q4 25
-4.9%
208.5%
Q3 25
-2.7%
116.1%
Q2 25
2.8%
31.0%
Q1 25
-5.4%
10.8%
Q4 24
-3.0%
182.5%
Q3 24
4.3%
107.4%
Q2 24
8.6%
36.9%
Q1 24
-4.7%
24.5%
Capex Intensity
PTLO
PTLO
SFNC
SFNC
Q4 25
17.4%
19.3%
Q3 25
13.8%
3.6%
Q2 25
7.5%
5.3%
Q1 25
10.8%
4.8%
Q4 24
17.2%
21.8%
Q3 24
12.7%
6.7%
Q2 24
9.3%
6.8%
Q1 24
10.2%
5.0%
Cash Conversion
PTLO
PTLO
SFNC
SFNC
Q4 25
3.69×
Q3 25
16.51×
Q2 25
2.21×
1.42×
Q1 25
2.85×
1.01×
Q4 24
2.10×
Q3 24
4.20×
8.06×
Q2 24
5.03×
2.11×
Q1 24
1.99×
1.48×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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