vs
Side-by-side financial comparison of QUALYS, INC. (QLYS) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
QUALYS, INC. is the larger business by last-quarter revenue ($175.3M vs $159.0M, roughly 1.1× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 30.3%, a 21.9% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 9.6%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
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.
QLYS vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $159.0M |
| Net Profit | $53.1M | $83.0M |
| Gross Margin | 83.4% | — |
| Operating Margin | 33.6% | — |
| Net Margin | 30.3% | 52.2% |
| Revenue YoY | 10.1% | — |
| Net Profit YoY | 20.9% | 31.2% |
| EPS (diluted) | $1.47 | $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 | $175.3M | $162.2M | ||
| Q3 25 | $169.9M | $136.3M | ||
| Q2 25 | $164.1M | $132.1M | ||
| Q1 25 | $159.9M | $131.8M | ||
| Q4 24 | $159.2M | $131.9M | ||
| Q3 24 | $153.9M | $123.7M | ||
| Q2 24 | $148.7M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $53.1M | $86.4M | ||
| Q3 25 | $50.3M | $65.6M | ||
| Q2 25 | $47.3M | $61.4M | ||
| Q1 25 | $47.5M | $63.2M | ||
| Q4 24 | $44.0M | $65.2M | ||
| Q3 24 | $46.2M | $59.9M | ||
| Q2 24 | $43.8M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | 83.4% | — | ||
| Q3 25 | 83.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 81.9% | — | ||
| Q4 24 | 81.8% | — | ||
| Q3 24 | 81.3% | — | ||
| Q2 24 | 82.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | 66.3% | ||
| Q3 25 | 35.3% | 57.8% | ||
| Q2 25 | 31.3% | 58.0% | ||
| Q1 25 | 32.4% | 60.0% | ||
| Q4 24 | 31.0% | 60.2% | ||
| Q3 24 | 29.2% | 58.5% | ||
| Q2 24 | 32.3% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 30.3% | 59.0% | ||
| Q3 25 | 29.6% | 48.1% | ||
| Q2 25 | 28.8% | 46.5% | ||
| Q1 25 | 29.7% | 48.0% | ||
| Q4 24 | 27.6% | 52.9% | ||
| Q3 24 | 30.0% | 48.4% | ||
| Q2 24 | 29.4% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $1.47 | $1.58 | ||
| Q3 25 | $1.39 | $1.20 | ||
| Q2 25 | $1.29 | $1.12 | ||
| Q1 25 | $1.29 | $1.16 | ||
| Q4 24 | $1.19 | $1.19 | ||
| Q3 24 | $1.24 | $1.10 | ||
| Q2 24 | $1.17 | $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 | $250.3M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $561.2M | $1.9B |
| Total Assets | $1.1B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $250.3M | — | ||
| Q3 25 | $225.3M | — | ||
| Q2 25 | $194.0M | — | ||
| Q1 25 | $290.7M | — | ||
| Q4 24 | $232.2M | — | ||
| Q3 24 | $235.4M | — | ||
| Q2 24 | $281.2M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $561.2M | $1.8B | ||
| Q3 25 | $529.4M | $1.8B | ||
| Q2 25 | $508.2M | $1.7B | ||
| Q1 25 | $498.0M | $1.7B | ||
| Q4 24 | $477.1M | $1.6B | ||
| Q3 24 | $449.6M | $1.6B | ||
| Q2 24 | $427.8M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.1B | $17.7B | ||
| Q3 25 | $1.0B | $17.6B | ||
| Q2 25 | $999.5M | $17.4B | ||
| Q1 25 | $996.5M | $18.6B | ||
| Q4 24 | $973.5M | $17.4B | ||
| Q3 24 | $908.3M | $16.4B | ||
| Q2 24 | $876.6M | $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 | $75.7M | — |
| Free Cash FlowOCF − Capex | $74.9M | — |
| FCF MarginFCF / Revenue | 42.8% | — |
| Capex IntensityCapex / Revenue | 0.4% | — |
| Cash ConversionOCF / Net Profit | 1.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $75.7M | $355.2M | ||
| Q3 25 | $90.4M | $140.9M | ||
| Q2 25 | $33.8M | $67.6M | ||
| Q1 25 | $109.6M | $48.0M | ||
| Q4 24 | $47.7M | $252.9M | ||
| Q3 24 | $61.0M | $84.0M | ||
| Q2 24 | $49.8M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $74.9M | — | ||
| Q3 25 | $89.5M | — | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $107.5M | — | ||
| Q4 24 | $41.9M | — | ||
| Q3 24 | $57.6M | — | ||
| Q2 24 | $48.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 42.8% | — | ||
| Q3 25 | 52.7% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 67.3% | — | ||
| Q4 24 | 26.3% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 32.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 4.11× | ||
| Q3 25 | 1.80× | 2.15× | ||
| Q2 25 | 0.71× | 1.10× | ||
| Q1 25 | 2.31× | 0.76× | ||
| Q4 24 | 1.09× | 3.88× | ||
| Q3 24 | 1.32× | 1.40× | ||
| Q2 24 | 1.14× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
