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Side-by-side financial comparison of PubMatic, Inc. (PUBM) 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 $62.6M, roughly 2.5× PubMatic, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -20.0%, a 72.2% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs -3.6%).
PubMatic, Inc. develops and implements online advertising software and strategies for the digital publishing and advertising industry. PubMatic's sell-side, real-time programmatic ad transaction advertising software puts publishers of websites, videos, and mobile apps into contact with ad buyers by using automated systems, while allowing users to opt-out of having their personal information collected on internet searches. PubMatic has a number of offices in countries around the world.
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.
PUBM vs SFBS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $62.6M | $159.0M |
| Net Profit | $-12.5M | $83.0M |
| Gross Margin | 58.3% | — |
| Operating Margin | 17.3% | — |
| Net Margin | -20.0% | 52.2% |
| Revenue YoY | -2.0% | — |
| Net Profit YoY | -31.9% | 31.2% |
| EPS (diluted) | $-0.27 | $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 | $62.6M | $159.0M | ||
| Q4 25 | $80.0M | $162.2M | ||
| Q3 25 | $68.0M | $136.3M | ||
| Q2 25 | $71.1M | $132.1M | ||
| Q1 25 | $63.8M | $131.8M | ||
| Q4 24 | $85.5M | $131.9M | ||
| Q3 24 | $71.8M | $123.7M | ||
| Q2 24 | $67.3M | $114.8M |
| Q1 26 | $-12.5M | $83.0M | ||
| Q4 25 | — | $86.4M | ||
| Q3 25 | $-6.5M | $65.6M | ||
| Q2 25 | $-5.2M | $61.4M | ||
| Q1 25 | $-9.5M | $63.2M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $-912.0K | $59.9M | ||
| Q2 24 | $2.0M | $52.1M |
| Q1 26 | 58.3% | — | ||
| Q4 25 | 68.2% | — | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 62.6% | — | ||
| Q1 25 | 59.9% | — | ||
| Q4 24 | 70.8% | — | ||
| Q3 24 | 64.5% | — | ||
| Q2 24 | 62.6% | — |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 10.6% | 66.3% | ||
| Q3 25 | -12.4% | 57.8% | ||
| Q2 25 | -7.7% | 58.0% | ||
| Q1 25 | -18.6% | 60.0% | ||
| Q4 24 | 17.3% | 60.2% | ||
| Q3 24 | -1.9% | 58.5% | ||
| Q2 24 | -5.9% | 58.0% |
| Q1 26 | -20.0% | 52.2% | ||
| Q4 25 | — | 59.0% | ||
| Q3 25 | -9.5% | 48.1% | ||
| Q2 25 | -7.3% | 46.5% | ||
| Q1 25 | -14.9% | 48.0% | ||
| Q4 24 | — | 52.9% | ||
| Q3 24 | -1.3% | 48.4% | ||
| Q2 24 | 2.9% | 45.4% |
| Q1 26 | $-0.27 | $1.52 | ||
| Q4 25 | $0.14 | $1.58 | ||
| Q3 25 | $-0.14 | $1.20 | ||
| Q2 25 | $-0.11 | $1.12 | ||
| Q1 25 | $-0.20 | $1.16 | ||
| Q4 24 | $0.26 | $1.19 | ||
| Q3 24 | $-0.02 | $1.10 | ||
| Q2 24 | $0.04 | $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 | $144.9M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $251.0M | $1.9B |
| Total Assets | $659.4M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $144.9M | $1.8B | ||
| Q4 25 | $145.5M | — | ||
| Q3 25 | $136.5M | — | ||
| Q2 25 | $90.5M | — | ||
| Q1 25 | $101.8M | — | ||
| Q4 24 | $100.5M | — | ||
| Q3 24 | $78.9M | — | ||
| Q2 24 | $73.5M | — |
| Q1 26 | $251.0M | $1.9B | ||
| Q4 25 | $262.6M | $1.8B | ||
| Q3 25 | $245.1M | $1.8B | ||
| Q2 25 | $243.3M | $1.7B | ||
| Q1 25 | $275.6M | $1.7B | ||
| Q4 24 | $277.3M | $1.6B | ||
| Q3 24 | $263.2M | $1.6B | ||
| Q2 24 | $282.7M | $1.5B |
| Q1 26 | $659.4M | $18.2B | ||
| Q4 25 | $680.2M | $17.7B | ||
| Q3 25 | $676.2M | $17.6B | ||
| Q2 25 | $675.2M | $17.4B | ||
| Q1 25 | $668.6M | $18.6B | ||
| Q4 24 | $739.5M | $17.4B | ||
| Q3 24 | $689.1M | $16.4B | ||
| Q2 24 | $673.1M | $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 | $17.3M | — |
| Free Cash FlowOCF − Capex | $10.7M | — |
| FCF MarginFCF / Revenue | 17.1% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $63.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $17.3M | — | ||
| Q4 25 | $18.2M | $355.2M | ||
| Q3 25 | $32.4M | $140.9M | ||
| Q2 25 | $14.9M | $67.6M | ||
| Q1 25 | $15.6M | $48.0M | ||
| Q4 24 | $18.0M | $252.9M | ||
| Q3 24 | $19.1M | $84.0M | ||
| Q2 24 | $11.9M | $48.3M |
| Q1 26 | $10.7M | — | ||
| Q4 25 | $11.3M | — | ||
| Q3 25 | $27.7M | — | ||
| Q2 25 | $13.6M | — | ||
| Q1 25 | $14.2M | — | ||
| Q4 24 | $13.7M | — | ||
| Q3 24 | $7.4M | — | ||
| Q2 24 | $11.2M | — |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 14.1% | — | ||
| Q3 25 | 40.8% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 16.1% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 16.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 1.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | 6.06× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PUBM
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
