WallStSmart

BankUnited Inc (BKU)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 2542% more annual revenue ($27.32B vs $1.03B). USB leads profitability with a 29.9% profit margin vs 26.3%. BKU appears more attractively valued with a PEG of 0.27. USB earns a higher WallStSmart Score of 75/100 (B).

BKU

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.7Quality: 5.0
Piotroski: 6/9Altman Z: 1.05

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BKU5 strengths · Avg: 9.4/10
PEG RatioValuation
0.2710/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

USB6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Market CapQuality
$100.43B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

BKU2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Altman Z-ScoreHealth
1.052/10

Distress zone — elevated risk

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BKU

The strongest argument for BKU centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.3% and operating margin at 32.4%. PEG of 0.27 suggests the stock is reasonably priced for its growth.

Bull Case : USB

The strongest argument for USB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.9% and operating margin at 39.7%. Revenue growth of 10.4% demonstrates continued momentum.

Bear Case : BKU

The primary concerns for BKU are Revenue Growth, Altman Z-Score.

Bear Case : USB

The primary concerns for USB are PEG Ratio, Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

BKU profiles as a value stock while USB is a mature play — different risk/reward profiles.

BKU carries more volatility with a beta of 1.17 — expect wider price swings.

USB is growing revenue faster at 10.4% — sustainability is the question.

USB generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

USB scores higher overall (75/100 vs 69/100), backed by strong 29.9% margins and 10.4% revenue growth. 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.

BankUnited Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BankUnited, Inc. is the banking holding company for BankUnited, a national banking association offering a range of banking services in the United States. The company is headquartered in Miami Lakes, Florida.

U.S. Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

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