WallStSmart

Citizens Financial Group, Inc. (CFG)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 245% more annual revenue ($26.35B vs $7.64B). USB leads profitability with a 28.7% profit margin vs 24.0%. CFG appears more attractively valued with a PEG of 0.26. CFG earns a higher WallStSmart Score of 81/100 (A-).

CFG

Exceptional Buy

81

out of 100

Grade: A-

Growth: 7.3Profit: 6.5Value: 10.0Quality: 4.8
Piotroski: 6/9Altman Z: 0.27

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 5.3
Piotroski: 5/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CFGUndervalued (+63.0%)

Margin of Safety

+63.0%

Fair Value

$180.65

Current Price

$59.42

$121.23 discount

UndervaluedFair: $180.65Overvalued
USBUndervalued (+75.8%)

Margin of Safety

+75.8%

Fair Value

$214.00

Current Price

$51.89

$162.11 discount

UndervaluedFair: $214.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CFG6 strengths · Avg: 9.2/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.2%10/10

Strong operational efficiency at 32.2%

Profit MarginProfitability
24.0%9/10

Keeps 24 of every $100 in revenue as profit

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
34.8%8/10

Earnings expanding 34.8% YoY

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$81.01B9/10

Large-cap with strong market position

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
24.7%8/10

Earnings expanding 24.7% YoY

Areas to Watch

CFG3 concerns · Avg: 2.3/10
Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Free Cash FlowQuality
$-250.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.272/10

Distress zone — elevated risk

USB2 concerns · Avg: 3.0/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CFG

The strongest argument for CFG centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 32.2%. Revenue growth of 10.7% demonstrates continued momentum.

Bull Case : USB

The strongest argument for USB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.7% and operating margin at 39.3%.

Bear Case : CFG

The primary concerns for CFG are Return on Equity, Free Cash Flow, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

CFG carries more volatility with a beta of 1.08 — expect wider price swings.

CFG is growing revenue faster at 10.7% — sustainability is the question.

USB generates stronger free cash flow (2.8B), providing more financial flexibility.

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

Bottom Line

CFG scores higher overall (81/100 vs 75/100), backed by strong 24.0% margins and 10.7% revenue growth. USB offers better value entry with a 75.8% margin of safety. 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.

Citizens Financial Group, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Citizens Financial Group, Inc. is an American bank headquartered in Providence, Rhode Island.

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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