WallStSmart

Bank of America Corp (BAC)vsOrange County Bancorp Inc (OBT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 91641% more annual revenue ($109.59B vs $119.46M). OBT leads profitability with a 34.8% profit margin vs 29.0%. OBT trades at a lower P/E of 10.6x. BAC earns a higher WallStSmart Score of 82/100 (A-).

BAC

Exceptional Buy

82

out of 100

Grade: A-

Growth: 8.0Profit: 7.5Value: 7.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.27

OBT

Strong Buy

70

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.43

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.2/10
Market CapQuality
$377.03B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Profit MarginProfitability
29.0%9/10

Keeps 29 of every $100 in revenue as profit

PEG RatioValuation
0.948/10

Growing faster than its price suggests

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
34.8%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.3%8/10

Earnings expanding 47.3% YoY

Areas to Watch

BAC3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.213/10

Elevated debt levels

Free Cash FlowQuality
$-22.95B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.272/10

Distress zone — elevated risk

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$474.50M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BAC

The strongest argument for BAC centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 29.0% and operating margin at 36.0%. Revenue growth of 11.8% demonstrates continued momentum.

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.8% and operating margin at 44.7%. Revenue growth of 14.7% demonstrates continued momentum.

Bear Case : BAC

The primary concerns for BAC are Debt/Equity, Free Cash Flow, Altman Z-Score.

Bear Case : OBT

The primary concerns for OBT are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

BAC carries more volatility with a beta of 1.24 — expect wider price swings.

OBT is growing revenue faster at 14.7% — sustainability is the question.

OBT generates stronger free cash flow (13M), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BAC scores higher overall (82/100 vs 70/100), backed by strong 29.0% margins and 11.8% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bank of America Corp

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered in Charlotte, North Carolina. Founded in San Francisco, Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. It is the second largest banking institution in the United States, after JPMorgan Chase, and the eighth largest bank in the world. Bank of America is one of the Big Four banking institutions of the United States. It services approximately 10 percent of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking.

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Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a community-oriented financial institution headquartered in Orange County, New York, focused on delivering a diverse suite of banking and financial services tailored to both individual and business clients. With a commitment to fostering community relationships and providing personalized banking solutions, OBT offers a range of products, including personal and commercial loans, deposit accounts, and wealth management services. As a publicly traded company, OBT emphasizes sustainable growth and profitability, positioning itself as a key contributor to regional economic development. Its strategic focus, coupled with a sound risk management approach, makes OBT an attractive investment opportunity for institutional investors seeking exposure within the dynamic regional banking sector.

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