WallStSmart

Bank of America Corp (BAC)vsOppFi Inc (OPFI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 31961% more annual revenue ($109.59B vs $341.81M). BAC leads profitability with a 29.0% profit margin vs 7.7%. OPFI trades at a lower P/E of 9.6x. 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

OPFI

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 8.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 3.11

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

OPFI5 strengths · Avg: 10.0/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
53.9%10/10

Every $100 of equity generates 54 in profit

Operating MarginProfitability
40.6%10/10

Strong operational efficiency at 40.6%

EPS GrowthGrowth
266.4%10/10

Earnings expanding 266.4% YoY

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

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

OPFI3 concerns · Avg: 2.3/10
Market CapQuality
$818.93M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Debt/EquityHealth
6.731/10

Elevated debt levels

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 : OPFI

The strongest argument for OPFI centers on P/E Ratio, Return on Equity, Operating Margin.

Bear Case : BAC

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

Bear Case : OPFI

The primary concerns for OPFI are Market Cap, Profit Margin, Debt/Equity. Debt-to-equity of 6.73 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAC profiles as a mature stock while OPFI is a value play — different risk/reward profiles.

OPFI carries more volatility with a beta of 1.80 — expect wider price swings.

BAC is growing revenue faster at 11.8% — sustainability is the question.

OPFI generates stronger free cash flow (117M), providing more financial flexibility.

Bottom Line

BAC scores higher overall (82/100 vs 62/100), backed by strong 29.0% margins and 11.8% revenue growth. Both earn "Exceptional Buy" and "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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OppFi Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

OppFi Inc. is a prominent financial technology firm that specializes in delivering tailored consumer lending solutions, primarily targeting the underbanked population. Leveraging its proprietary platform, OppFi enhances financial accessibility through equitable and transparent loan products, underpinned by advanced data analytics and machine learning techniques for accurate credit evaluations. With a strong commitment to responsible lending, the company is well-positioned to capitalize on growth opportunities in the fintech sector while promoting the financial well-being of its customers, thereby driving its mission of financial empowerment in a traditionally underserved market. As a publicly traded company, OppFi is strategically focused on innovation and expanding its reach to improve access to essential financial services.

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