WallStSmart

Customers Bancorp, Inc. (CUBI)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 3198% more annual revenue ($26.65B vs $807.99M). CUBI leads profitability with a 34.8% profit margin vs 29.3%. CUBI appears more attractively valued with a PEG of 1.18. CUBI earns a higher WallStSmart Score of 83/100 (A-).

CUBI

Exceptional Buy

83

out of 100

Grade: A-

Growth: 9.3Profit: 7.5Value: 7.0Quality: 5.0

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.3
Piotroski: 5/9Altman Z: 0.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CUBI6 strengths · Avg: 10.0/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
34.8%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
48.7%10/10

Strong operational efficiency at 48.7%

Revenue GrowthGrowth
76.4%10/10

Revenue surging 76.4% year-over-year

EPS GrowthGrowth
579.0%10/10

Earnings expanding 579.0% YoY

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Market CapQuality
$85.86B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

CUBI0 concerns · Avg: 0/10

No major concerns identified

USB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CUBI

The strongest argument for CUBI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.8% and operating margin at 48.7%. Revenue growth of 76.4% 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 29.3% and operating margin at 37.8%.

Bear Case : CUBI

No major red flags identified for CUBI, but monitor valuation.

Bear Case : USB

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

Key Dynamics to Monitor

CUBI profiles as a growth stock while USB is a value play — different risk/reward profiles.

CUBI carries more volatility with a beta of 1.52 — expect wider price swings.

CUBI is growing revenue faster at 76.4% — sustainability is the question.

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

Bottom Line

CUBI scores higher overall (83/100 vs 71/100), backed by strong 34.8% margins and 76.4% revenue growth. 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.

Customers Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Clients Bancorp, Inc. is the banking holding company for Clients Bank providing financial products and services to individual consumers and small and medium market businesses. The company is headquartered in West Reading, Pennsylvania.

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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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