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Side-by-side financial comparison of ServisFirst Bancshares, Inc. (SFBS) and Waldencast plc (WALD). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $108.8M, roughly 1.5× Waldencast plc). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -55.7%, a 107.9% gap on every dollar of revenue.
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.
Waldencast plc is a global multi-brand platform focused on acquiring, developing and scaling high-growth premium niche brands across the beauty, personal care and wellness sectors. It operates primarily across North America and European markets, with core offerings including clean skincare, haircare, color cosmetics and wellness products targeted at quality-focused consumers.
SFBS vs WALD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2023
| Metric | | |
|---|---|---|
| Revenue | $159.0M | $108.8M |
| Net Profit | $83.0M | $-60.6M |
| Gross Margin | — | 67.5% |
| Operating Margin | — | -42.9% |
| Net Margin | 52.2% | -55.7% |
| Revenue YoY | — | 17.8% |
| Net Profit YoY | 31.2% | — |
| EPS (diluted) | $1.52 | $-0.65 |
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 | — | ||
| Q3 25 | $136.3M | — | ||
| Q2 25 | $132.1M | — | ||
| Q1 25 | $131.8M | — | ||
| Q4 24 | $131.9M | — | ||
| Q3 24 | $123.7M | — | ||
| Q2 24 | $114.8M | — |
| Q1 26 | $83.0M | — | ||
| Q4 25 | $86.4M | — | ||
| Q3 25 | $65.6M | — | ||
| Q2 25 | $61.4M | — | ||
| Q1 25 | $63.2M | — | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $59.9M | — | ||
| Q2 24 | $52.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 66.3% | — | ||
| Q3 25 | 57.8% | — | ||
| Q2 25 | 58.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.2% | — | ||
| Q3 24 | 58.5% | — | ||
| Q2 24 | 58.0% | — |
| Q1 26 | 52.2% | — | ||
| Q4 25 | 59.0% | — | ||
| Q3 25 | 48.1% | — | ||
| Q2 25 | 46.5% | — | ||
| Q1 25 | 48.0% | — | ||
| Q4 24 | 52.9% | — | ||
| Q3 24 | 48.4% | — | ||
| Q2 24 | 45.4% | — |
| Q1 26 | $1.52 | — | ||
| Q4 25 | $1.58 | — | ||
| Q3 25 | $1.20 | — | ||
| Q2 25 | $1.12 | — | ||
| Q1 25 | $1.16 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $1.10 | — | ||
| Q2 24 | $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 | $1.8B | $21.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $624.6M |
| Total Assets | $18.2B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | $18.2B | — | ||
| Q4 25 | $17.7B | — | ||
| Q3 25 | $17.6B | — | ||
| Q2 25 | $17.4B | — | ||
| Q1 25 | $18.6B | — | ||
| Q4 24 | $17.4B | — | ||
| Q3 24 | $16.4B | — | ||
| Q2 24 | $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 | — | $-13.4M |
| Free Cash FlowOCF − Capex | — | $-13.9M |
| FCF MarginFCF / Revenue | — | -12.7% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $355.2M | — | ||
| Q3 25 | $140.9M | — | ||
| Q2 25 | $67.6M | — | ||
| Q1 25 | $48.0M | — | ||
| Q4 24 | $252.9M | — | ||
| Q3 24 | $84.0M | — | ||
| Q2 24 | $48.3M | — |
| 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% |
WALD
Segment breakdown not available.
