WallStSmart

First Citizens BancShares Inc (FCNCA)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 192% more annual revenue ($26.35B vs $9.04B). USB leads profitability with a 28.7% profit margin vs 24.4%. FCNCA appears more attractively valued with a PEG of 0.99. USB earns a higher WallStSmart Score of 75/100 (B).

FCNCA

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 8.5Value: 7.3Quality: 3.8
Piotroski: 3/9Altman Z: 0.32

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 5/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FCNCASignificantly Overvalued (-87.0%)

Margin of Safety

-87.0%

Fair Value

$1123.97

Current Price

$1857.42

$733.45 premium

UndervaluedFair: $1123.97Overvalued
USBUndervalued (+75.6%)

Margin of Safety

+75.6%

Fair Value

$214.00

Current Price

$52.14

$161.86 discount

UndervaluedFair: $214.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCNCA5 strengths · Avg: 9.4/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.6%10/10

Strong operational efficiency at 37.6%

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.1x10/10

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
$79.63B9/10

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

FCNCA3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-6.9%2/10

Earnings declined 6.9%

Altman Z-ScoreHealth
0.322/10

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 : FCNCA

The strongest argument for FCNCA centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.4% and operating margin at 37.6%. PEG of 0.99 suggests the stock is reasonably priced for its growth.

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 : FCNCA

The primary concerns for FCNCA are Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

USB carries more volatility with a beta of 1.04 — expect wider price swings.

FCNCA is growing revenue faster at 6.2% — 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

USB scores higher overall (75/100 vs 67/100), backed by strong 28.7% margins. 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.

First Citizens BancShares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Citizens BancShares, Inc. is the parent company of First-Citizens Bank & Trust Company providing retail and business banking services to individuals, businesses and professionals. The company is headquartered in Raleigh, North Carolina.

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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