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Side-by-side financial comparison of ServisFirst Bancshares, Inc. (SFBS) and Vericel Corp (VCEL). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $92.9M, roughly 1.7× Vericel Corp). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 25.0%, a 27.2% gap on every dollar of revenue. Over the past eight quarters, Vericel Corp's revenue compounded faster (34.6% CAGR vs 17.7%).
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.
Vericel Corporation is a publicly traded American biopharmaceutical company which was known prior to October 2014 as Aastrom Bio. Aastrom Bio was formed in 1989 in Ann Arbor, Michigan.
SFBS vs VCEL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $159.0M | $92.9M |
| Net Profit | $83.0M | $23.2M |
| Gross Margin | — | 78.7% |
| Operating Margin | — | 24.1% |
| Net Margin | 52.2% | 25.0% |
| Revenue YoY | — | 23.3% |
| Net Profit YoY | 31.2% | 17.3% |
| EPS (diluted) | $1.52 | $0.46 |
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 | $162.2M | $92.9M | ||
| Q3 25 | $136.3M | $67.5M | ||
| Q2 25 | $132.1M | $63.2M | ||
| Q1 25 | $131.8M | $52.6M | ||
| Q4 24 | $131.9M | $75.4M | ||
| Q3 24 | $123.7M | $57.9M | ||
| Q2 24 | $114.8M | $52.7M |
| Q1 26 | $83.0M | — | ||
| Q4 25 | $86.4M | $23.2M | ||
| Q3 25 | $65.6M | $5.1M | ||
| Q2 25 | $61.4M | $-553.0K | ||
| Q1 25 | $63.2M | $-11.2M | ||
| Q4 24 | $65.2M | $19.8M | ||
| Q3 24 | $59.9M | $-901.0K | ||
| Q2 24 | $52.1M | $-4.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 78.7% | ||
| Q3 25 | — | 73.5% | ||
| Q2 25 | — | 73.7% | ||
| Q1 25 | — | 69.0% | ||
| Q4 24 | — | 77.6% | ||
| Q3 24 | — | 71.9% | ||
| Q2 24 | — | 69.5% |
| Q1 26 | — | — | ||
| Q4 25 | 66.3% | 24.1% | ||
| Q3 25 | 57.8% | 5.1% | ||
| Q2 25 | 58.0% | -3.2% | ||
| Q1 25 | 60.0% | -24.3% | ||
| Q4 24 | 60.2% | 24.5% | ||
| Q3 24 | 58.5% | -4.3% | ||
| Q2 24 | 58.0% | -11.5% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | 59.0% | 25.0% | ||
| Q3 25 | 48.1% | 7.5% | ||
| Q2 25 | 46.5% | -0.9% | ||
| Q1 25 | 48.0% | -21.4% | ||
| Q4 24 | 52.9% | 26.3% | ||
| Q3 24 | 48.4% | -1.6% | ||
| Q2 24 | 45.4% | -8.9% |
| Q1 26 | $1.52 | — | ||
| Q4 25 | $1.58 | $0.46 | ||
| Q3 25 | $1.20 | $0.10 | ||
| Q2 25 | $1.12 | $-0.01 | ||
| Q1 25 | $1.16 | $-0.23 | ||
| Q4 24 | $1.19 | $0.40 | ||
| Q3 24 | $1.10 | $-0.02 | ||
| Q2 24 | $0.95 | $-0.10 |
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 | $137.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $354.6M |
| Total Assets | $18.2B | $488.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | — | $137.5M | ||
| Q3 25 | — | $135.4M | ||
| Q2 25 | — | $116.9M | ||
| Q1 25 | — | $112.9M | ||
| Q4 24 | — | $116.2M | ||
| Q3 24 | — | $101.7M | ||
| Q2 24 | — | $102.5M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $354.6M | ||
| Q3 25 | $1.8B | $321.9M | ||
| Q2 25 | $1.7B | $306.8M | ||
| Q1 25 | $1.7B | $295.5M | ||
| Q4 24 | $1.6B | $292.0M | ||
| Q3 24 | $1.6B | $257.5M | ||
| Q2 24 | $1.5B | $243.0M |
| Q1 26 | $18.2B | — | ||
| Q4 25 | $17.7B | $488.0M | ||
| Q3 25 | $17.6B | $453.3M | ||
| Q2 25 | $17.4B | $435.6M | ||
| Q1 25 | $18.6B | $424.6M | ||
| Q4 24 | $17.4B | $432.7M | ||
| Q3 24 | $16.4B | $390.4M | ||
| Q2 24 | $16.0B | $376.8M |
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 | — | $15.0M |
| Free Cash FlowOCF − Capex | — | $12.8M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | 0.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $24.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $355.2M | $15.0M | ||
| Q3 25 | $140.9M | $22.1M | ||
| Q2 25 | $67.6M | $8.2M | ||
| Q1 25 | $48.0M | $6.6M | ||
| Q4 24 | $252.9M | $22.2M | ||
| Q3 24 | $84.0M | $10.2M | ||
| Q2 24 | $48.3M | $18.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $12.8M | ||
| Q3 25 | — | $19.5M | ||
| Q2 25 | — | $81.0K | ||
| Q1 25 | — | $-7.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $-9.2M | ||
| Q2 24 | — | $1.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 28.8% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | -14.5% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -15.9% | ||
| Q2 24 | — | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 33.5% | ||
| Q2 24 | — | 31.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.11× | 0.65× | ||
| Q3 25 | 2.15× | 4.35× | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 0.76× | — | ||
| Q4 24 | 3.88× | 1.12× | ||
| 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% |
VCEL
| MACI Implants And Kits | $84.1M | 90% |
| Other | $8.8M | 10% |
