WallStSmart

Bank of America Corp (BAC)vsUMB Financial Corporation (UMBF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 3911% more annual revenue ($109.59B vs $2.73B). UMBF leads profitability with a 32.3% profit margin vs 29.0%. BAC appears more attractively valued with a PEG of 0.92. UMBF earns a higher WallStSmart Score of 81/100 (A-).

BAC

Strong Buy

80

out of 100

Grade: B+

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

UMBF

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 7.5Value: 5.7Quality: 4.0
Piotroski: 5/9Altman Z: -0.81

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.5/10
Market CapQuality
$372.43B10/10

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%

Free Cash FlowQuality
$41.77B10/10

Generating 41.8B in free cash flow

Profit MarginProfitability
29.0%9/10

Keeps 29 of every $100 in revenue as profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

UMBF6 strengths · Avg: 10.0/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
51.0%10/10

Strong operational efficiency at 51.0%

Revenue GrowthGrowth
49.0%10/10

Revenue surging 49.0% year-over-year

EPS GrowthGrowth
176.9%10/10

Earnings expanding 176.9% YoY

Areas to Watch

BAC2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.283/10

Elevated debt levels

Altman Z-ScoreHealth
-0.272/10

Distress zone — elevated risk

UMBF2 concerns · Avg: 2.0/10
PEG RatioValuation
2.542/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.812/10

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%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : UMBF

The strongest argument for UMBF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.3% and operating margin at 51.0%. Revenue growth of 49.0% demonstrates continued momentum.

Bear Case : BAC

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

Bear Case : UMBF

The primary concerns for UMBF are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

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

BAC carries more volatility with a beta of 1.22 — expect wider price swings.

UMBF is growing revenue faster at 49.0% — sustainability is the question.

BAC generates stronger free cash flow (41.8B), providing more financial flexibility.

Bottom Line

UMBF scores higher overall (81/100 vs 80/100), backed by strong 32.3% margins and 49.0% 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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UMB Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

UMB Financial Corporation is the holding company of UMB Bank providing various banking and other financial services. The company is headquartered in Kansas City, Missouri.

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