WallStSmart

Bank of the James Financial Group (BOTJ)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 53261% more annual revenue ($27.32B vs $51.20M). USB leads profitability with a 29.9% profit margin vs 22.4%. BOTJ trades at a lower P/E of 10.9x. USB earns a higher WallStSmart Score of 77/100 (B+).

BOTJ

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 6.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.31

USB

Strong Buy

77

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

BOTJ5 strengths · Avg: 9.2/10
P/E RatioValuation
10.9x10/10

Attractively priced relative to earnings

Operating MarginProfitability
32.3%10/10

Strong operational efficiency at 32.3%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

Strong operational efficiency at 39.7%

Market CapQuality
$97.91B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.4x8/10

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

BOTJ3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Market CapQuality
$124.81M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.312/10

Distress zone — elevated risk

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
1.884/10

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 : BOTJ

The strongest argument for BOTJ centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 32.3%.

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 : BOTJ

The primary concerns for BOTJ are Revenue Growth, Market Cap, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

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

USB carries more volatility with a beta of 0.97 — expect wider price swings.

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

USB generates stronger free cash flow (4.8B), providing more financial flexibility.

Bottom Line

USB scores higher overall (77/100 vs 57/100), backed by strong 29.9% margins and 10.4% revenue growth. Both earn "Strong 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 the James Financial Group

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Bank of the James Financial Group, Inc. is the Bank of the James business providing general commercial and retail banking services to individuals, businesses, associations and organizations, and government authorities in Virginia, United States. The company is headquartered in Lynchburg, Virginia.

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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