WallStSmart

ConnectOne Bancorp, Inc. (CNOB)vsPNC Financial Services Group Inc (PNC)

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Smart Verdict

WallStSmart Research — data-driven comparison

PNC Financial Services Group Inc generates 5386% more annual revenue ($24.32B vs $443.30M). CNOB leads profitability with a 36.1% profit margin vs 31.4%. PNC appears more attractively valued with a PEG of 1.70. CNOB earns a higher WallStSmart Score of 80/100 (B+).

CNOB

Strong Buy

80

out of 100

Grade: B+

Growth: 9.3Profit: 7.0Value: 6.3Quality: 7.0
Piotroski: 3/9Altman Z: 1.30

PNC

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 5.7Quality: 3.5
Piotroski: 5/9Altman Z: -0.48

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNOB6 strengths · Avg: 10.0/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
36.1%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
55.2%10/10

Strong operational efficiency at 55.2%

Revenue GrowthGrowth
134.2%10/10

Revenue surging 134.2% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

PNC6 strengths · Avg: 8.8/10
Profit MarginProfitability
31.4%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
38.7%10/10

Strong operational efficiency at 38.7%

Market CapQuality
$97.44B9/10

Large-cap with strong market position

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.6%8/10

Revenue surging 23.6% year-over-year

Areas to Watch

CNOB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

Market CapQuality
$1.59B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PNC3 concerns · Avg: 3.0/10
PEG RatioValuation
1.704/10

Expensive relative to growth rate

Debt/EquityHealth
1.343/10

Elevated debt levels

Altman Z-ScoreHealth
-0.482/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CNOB

The strongest argument for CNOB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.1% and operating margin at 55.2%. Revenue growth of 134.2% demonstrates continued momentum.

Bull Case : PNC

The strongest argument for PNC centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 31.4% and operating margin at 38.7%. Revenue growth of 23.6% demonstrates continued momentum.

Bear Case : CNOB

The primary concerns for CNOB are PEG Ratio, Market Cap, Return on Equity.

Bear Case : PNC

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

Key Dynamics to Monitor

CNOB carries more volatility with a beta of 1.02 — expect wider price swings.

CNOB is growing revenue faster at 134.2% — sustainability is the question.

PNC generates stronger free cash flow (2.1B), providing more financial flexibility.

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

Bottom Line

CNOB scores higher overall (80/100 vs 76/100), backed by strong 36.1% margins and 134.2% 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.

ConnectOne Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

ConnectOne Bancorp, Inc. is the banking holding company for ConnectOne Bank, a licensed commercial bank offering a variety of commercial banking products and services. The company is headquartered in Englewood Cliffs, New Jersey.

PNC Financial Services Group Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

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