WallStSmart

Bank of America Corp (BAC)vsSumitomo Mitsui Financial Group Inc (SMFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sumitomo Mitsui Financial Group Inc generates 3351% more annual revenue ($3.71T vs $107.42B). BAC leads profitability with a 28.4% profit margin vs 20.7%. SMFG appears more attractively valued with a PEG of 0.81. BAC earns a higher WallStSmart Score of 80/100 (B+).

BAC

Strong Buy

80

out of 100

Grade: B+

Growth: 8.0Profit: 9.0Value: 10.0Quality: 5.0
Piotroski: 5/9Altman Z: -0.27

SMFG

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 10.0Quality: 3.5
Piotroski: 6/9Altman Z: -0.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BACUndervalued (+69.7%)

Margin of Safety

+69.7%

Fair Value

$155.55

Current Price

$47.16

$108.39 discount

UndervaluedFair: $155.55Overvalued
SMFGUndervalued (+42.3%)

Margin of Safety

+42.3%

Fair Value

$41.10

Current Price

$19.08

$22.02 discount

UndervaluedFair: $41.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.2/10
Market CapQuality
$344.39B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.898/10

Growing faster than its price suggests

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

SMFG6 strengths · Avg: 9.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$121.41B9/10

Large-cap with strong market position

Profit MarginProfitability
20.7%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.818/10

Growing faster than its price suggests

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

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

SMFG3 concerns · Avg: 2.0/10
Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
3.891/10

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 28.4% and operating margin at 41.6%. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bull Case : SMFG

The strongest argument for SMFG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 20.7% and operating margin at 39.3%. Revenue growth of 21.8% demonstrates continued momentum.

Bear Case : BAC

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

Bear Case : SMFG

The primary concerns for SMFG are Return on Equity, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.89 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAC profiles as a mature stock while SMFG is a growth play — different risk/reward profiles.

BAC carries more volatility with a beta of 1.26 — expect wider price swings.

SMFG is growing revenue faster at 21.8% — sustainability is the question.

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

Bottom Line

BAC scores higher overall (80/100 vs 76/100), backed by strong 28.4% margins. SMFG offers better value entry with a 42.3% margin of safety. Both earn "Strong 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.

Sumitomo Mitsui Financial Group Inc

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Sumitomo Mitsui Financial Group, Inc. provides commercial banking, finance leasing, securities, consumer finance, and other services primarily in Japan. The company is headquartered in Tokyo, Japan.

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