vs
Side-by-side financial comparison of ServisFirst Bancshares, Inc. (SFBS) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $159.0M, roughly 1.9× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 10.7%, a 41.5% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs -1.0%).
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.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
SFBS vs STRA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $159.0M | $305.9M |
| Net Profit | $83.0M | $32.8M |
| Gross Margin | — | — |
| Operating Margin | — | 13.4% |
| Net Margin | 52.2% | 10.7% |
| Revenue YoY | — | 0.8% |
| Net Profit YoY | 31.2% | 10.3% |
| EPS (diluted) | $1.52 | $1.48 |
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 | $305.9M | ||
| Q4 25 | $162.2M | $323.2M | ||
| Q3 25 | $136.3M | $319.9M | ||
| Q2 25 | $132.1M | $321.5M | ||
| Q1 25 | $131.8M | $303.6M | ||
| Q4 24 | $131.9M | $311.5M | ||
| Q3 24 | $123.7M | $306.0M | ||
| Q2 24 | $114.8M | $312.3M |
| Q1 26 | $83.0M | $32.8M | ||
| Q4 25 | $86.4M | $37.9M | ||
| Q3 25 | $65.6M | $26.6M | ||
| Q2 25 | $61.4M | $32.3M | ||
| Q1 25 | $63.2M | $29.7M | ||
| Q4 24 | $65.2M | $25.3M | ||
| Q3 24 | $59.9M | $27.7M | ||
| Q2 24 | $52.1M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 66.3% | 16.0% | ||
| Q3 25 | 57.8% | 11.6% | ||
| Q2 25 | 58.0% | 14.2% | ||
| Q1 25 | 60.0% | 13.1% | ||
| Q4 24 | 60.2% | 11.6% | ||
| Q3 24 | 58.5% | 11.9% | ||
| Q2 24 | 58.0% | 13.4% |
| Q1 26 | 52.2% | 10.7% | ||
| Q4 25 | 59.0% | 11.7% | ||
| Q3 25 | 48.1% | 8.3% | ||
| Q2 25 | 46.5% | 10.1% | ||
| Q1 25 | 48.0% | 9.8% | ||
| Q4 24 | 52.9% | 8.1% | ||
| Q3 24 | 48.4% | 9.1% | ||
| Q2 24 | 45.4% | 9.6% |
| Q1 26 | $1.52 | $1.48 | ||
| Q4 25 | $1.58 | $1.65 | ||
| Q3 25 | $1.20 | $1.15 | ||
| Q2 25 | $1.12 | $1.37 | ||
| Q1 25 | $1.16 | $1.24 | ||
| Q4 24 | $1.19 | $1.05 | ||
| Q3 24 | $1.10 | $1.15 | ||
| Q2 24 | $0.95 | $1.24 |
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 | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.6B |
| Total Assets | $18.2B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | $150.3M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | — | $256.2M |
| Q1 26 | $1.9B | $1.6B | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.5B | $1.7B |
| Q1 26 | $18.2B | $2.1B | ||
| Q4 25 | $17.7B | $2.0B | ||
| Q3 25 | $17.6B | $2.1B | ||
| Q2 25 | $17.4B | $2.1B | ||
| Q1 25 | $18.6B | $2.1B | ||
| Q4 24 | $17.4B | $2.0B | ||
| Q3 24 | $16.4B | $2.2B | ||
| Q2 24 | $16.0B | $2.2B |
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 | — | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $355.2M | $39.2M | ||
| Q3 25 | $140.9M | $60.1M | ||
| Q2 25 | $67.6M | $31.2M | ||
| Q1 25 | $48.0M | $67.7M | ||
| Q4 24 | $252.9M | $15.9M | ||
| Q3 24 | $84.0M | $51.5M | ||
| Q2 24 | $48.3M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | — | $42.1M | ||
| Q2 24 | — | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 4.11× | 1.03× | ||
| Q3 25 | 2.15× | 2.26× | ||
| Q2 25 | 1.10× | 0.97× | ||
| Q1 25 | 0.76× | 2.27× | ||
| Q4 24 | 3.88× | 0.63× | ||
| Q3 24 | 1.40× | 1.86× | ||
| Q2 24 | 0.93× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
