WallStSmart

Farmers National Banc Corp (FMNB)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 14420% more annual revenue ($26.35B vs $181.50M). FMNB leads profitability with a 30.1% profit margin vs 28.7%. USB appears more attractively valued with a PEG of 1.80. USB earns a higher WallStSmart Score of 75/100 (B).

FMNB

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 6.7Quality: 5.3
Piotroski: 3/9

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

FMNBUndervalued (+24.4%)

Margin of Safety

+24.4%

Fair Value

$17.75

Current Price

$12.89

$4.86 discount

UndervaluedFair: $17.75Overvalued
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

FMNB4 strengths · Avg: 10.0/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.1%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
50.0%10/10

Strong operational efficiency at 50.0%

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

FMNB4 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.4%4/10

3.4% earnings growth

Market CapQuality
$744.10M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

Expensive relative to growth rate

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 : FMNB

The strongest argument for FMNB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 50.0%.

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 : FMNB

The primary concerns for FMNB are EPS Growth, Market Cap, Piotroski F-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.

FMNB is growing revenue faster at 6.7% — 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

USB scores higher overall (75/100 vs 57/100), backed by strong 28.7% margins. FMNB offers better value entry with a 24.4% margin of safety. Both earn "Strong Buy" and "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.

Farmers National Banc Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Farmers National Banc Corp. The company is headquartered in Canfield, Ohio.

Visit Website →

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.

Want to dig deeper into these stocks?