WallStSmart

Carter Bank and Trust (CARE)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 10452% more annual revenue ($27.32B vs $258.92M). CARE leads profitability with a 41.8% profit margin vs 29.9%. CARE trades at a lower P/E of 6.8x. CARE earns a higher WallStSmart Score of 76/100 (B+).

CARE

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 8.0Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: -0.68

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

CARE6 strengths · Avg: 9.8/10
P/E RatioValuation
6.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
41.8%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
79.1%10/10

Strong operational efficiency at 79.1%

Revenue GrowthGrowth
260.0%10/10

Revenue surging 260.0% year-over-year

EPS GrowthGrowth
901.0%10/10

Earnings expanding 901.0% YoY

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

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

CARE2 concerns · Avg: 2.5/10
Market CapQuality
$753.33M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.682/10

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 : CARE

The strongest argument for CARE centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 41.8% and operating margin at 79.1%. Revenue growth of 260.0% demonstrates continued momentum.

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 : CARE

The primary concerns for CARE are 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

CARE profiles as a growth stock while USB is a mature play — different risk/reward profiles.

USB carries more volatility with a beta of 0.98 — expect wider price swings.

CARE is growing revenue faster at 260.0% — sustainability is the question.

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

Bottom Line

CARE scores higher overall (76/100 vs 75/100), backed by strong 41.8% margins and 260.0% 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.

Carter Bank and Trust

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Carter Bankshares, Inc. is the banking holding company for Carter Bank & Trust offering a variety of banking products and services. The company is headquartered in Martinsville, 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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