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Side-by-side financial comparison of ServisFirst Bancshares, Inc. (SFBS) and ThredUp Inc. (TDUP). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $81.7M, roughly 1.9× ThredUp Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -7.9%, a 60.1% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 10.6%).
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.
ThredUp Inc. is an American company that operates an online resale platform specializing in the sale of second-hand clothing, footwear, and accessories. Founded in 2009 and headquartered in Oakland, California, it has established itself as one of the leading resale fashion marketplaces.
SFBS vs TDUP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $159.0M | $81.7M |
| Net Profit | $83.0M | $-6.5M |
| Gross Margin | — | 79.2% |
| Operating Margin | — | 12.8% |
| Net Margin | 52.2% | -7.9% |
| Revenue YoY | — | 14.6% |
| Net Profit YoY | 31.2% | -24.1% |
| EPS (diluted) | $1.52 | $-0.05 |
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 | $81.7M | ||
| Q4 25 | $162.2M | $79.7M | ||
| Q3 25 | $136.3M | $82.2M | ||
| Q2 25 | $132.1M | $77.7M | ||
| Q1 25 | $131.8M | $71.3M | ||
| Q4 24 | $131.9M | $67.3M | ||
| Q3 24 | $123.7M | $61.5M | ||
| Q2 24 | $114.8M | $66.7M |
| Q1 26 | $83.0M | $-6.5M | ||
| Q4 25 | $86.4M | $-5.6M | ||
| Q3 25 | $65.6M | $-4.2M | ||
| Q2 25 | $61.4M | $-5.2M | ||
| Q1 25 | $63.2M | $-5.2M | ||
| Q4 24 | $65.2M | $-21.7M | ||
| Q3 24 | $59.9M | $-24.8M | ||
| Q2 24 | $52.1M | $-14.0M |
| Q1 26 | — | 79.2% | ||
| Q4 25 | — | 79.6% | ||
| Q3 25 | — | 79.4% | ||
| Q2 25 | — | 79.5% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 80.4% | ||
| Q3 24 | — | 79.3% | ||
| Q2 24 | — | 78.8% |
| Q1 26 | — | 12.8% | ||
| Q4 25 | 66.3% | -8.4% | ||
| Q3 25 | 57.8% | -5.3% | ||
| Q2 25 | 58.0% | -6.8% | ||
| Q1 25 | 60.0% | -7.6% | ||
| Q4 24 | 60.2% | -12.1% | ||
| Q3 24 | 58.5% | -17.0% | ||
| Q2 24 | 58.0% | -14.4% |
| Q1 26 | 52.2% | -7.9% | ||
| Q4 25 | 59.0% | -7.0% | ||
| Q3 25 | 48.1% | -5.2% | ||
| Q2 25 | 46.5% | -6.7% | ||
| Q1 25 | 48.0% | -7.3% | ||
| Q4 24 | 52.9% | -32.3% | ||
| Q3 24 | 48.4% | -40.3% | ||
| Q2 24 | 45.4% | -20.9% |
| Q1 26 | $1.52 | $-0.05 | ||
| Q4 25 | $1.58 | $-0.06 | ||
| Q3 25 | $1.20 | $-0.03 | ||
| Q2 25 | $1.12 | $-0.04 | ||
| Q1 25 | $1.16 | $-0.04 | ||
| Q4 24 | $1.19 | $-0.19 | ||
| Q3 24 | $1.10 | $-0.22 | ||
| Q2 24 | $0.95 | $-0.13 |
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 | $39.0M |
| Total DebtLower is stronger | — | $17.7M |
| Stockholders' EquityBook value | $1.9B | $59.4M |
| Total Assets | $18.2B | $172.4M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | $39.0M | ||
| Q4 25 | — | $38.6M | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | — | $41.0M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | — | $31.9M | ||
| Q3 24 | — | $43.7M | ||
| Q2 24 | — | $44.8M |
| Q1 26 | — | $17.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | $59.4M | ||
| Q4 25 | $1.8B | $59.2M | ||
| Q3 25 | $1.8B | $59.1M | ||
| Q2 25 | $1.7B | $60.2M | ||
| Q1 25 | $1.7B | $56.1M | ||
| Q4 24 | $1.6B | $56.3M | ||
| Q3 24 | $1.6B | $69.3M | ||
| Q2 24 | $1.5B | $86.5M |
| Q1 26 | $18.2B | $172.4M | ||
| Q4 25 | $17.7B | $167.2M | ||
| Q3 25 | $17.6B | $172.5M | ||
| Q2 25 | $17.4B | $173.6M | ||
| Q1 25 | $18.6B | $172.5M | ||
| Q4 24 | $17.4B | $171.2M | ||
| Q3 24 | $16.4B | $214.9M | ||
| Q2 24 | $16.0B | $231.2M |
| Q1 26 | — | 0.30× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $4.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.8M | ||
| Q4 25 | $355.2M | $-1.5M | ||
| Q3 25 | $140.9M | $6.0M | ||
| Q2 25 | $67.6M | $344.0K | ||
| Q1 25 | $48.0M | $5.7M | ||
| Q4 24 | $252.9M | $663.0K | ||
| Q3 24 | $84.0M | $3.3M | ||
| Q2 24 | $48.3M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-3.2M | ||
| Q3 25 | — | $2.4M | ||
| Q2 25 | — | $-2.9M | ||
| Q1 25 | — | $3.9M | ||
| Q4 24 | — | $-1.8M | ||
| Q3 24 | — | $1.2M | ||
| Q2 24 | — | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | -4.0% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | -2.7% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | -8.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 1.3% |
| 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 | 0.93× | — |
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% |
TDUP
Segment breakdown not available.
