WallStSmart

International Bancshares Corporation (IBOC)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 3162% more annual revenue ($27.32B vs $837.62M). IBOC leads profitability with a 49.8% profit margin vs 29.9%. IBOC appears more attractively valued with a PEG of 0.98. USB earns a higher WallStSmart Score of 75/100 (B).

IBOC

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 7.7Quality: 5.5
Piotroski: 5/9Altman Z: 0.62

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBOC6 strengths · Avg: 9.5/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.8%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
63.9%10/10

Strong operational efficiency at 63.9%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.988/10

Growing faster than its price suggests

USB6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Market CapQuality
$100.43B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

IBOC1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.622/10

Distress zone — elevated risk

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : IBOC

The strongest argument for IBOC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.8% and operating margin at 63.9%. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bull Case : USB

The strongest argument for USB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.9% and operating margin at 39.7%. Revenue growth of 10.4% demonstrates continued momentum.

Bear Case : IBOC

The primary concerns for IBOC are Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

USB carries more volatility with a beta of 0.98 — expect wider price swings.

USB is growing revenue faster at 10.4% — sustainability is the question.

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

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

Bottom Line

USB scores higher overall (75/100 vs 71/100), backed by strong 29.9% margins and 10.4% 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.

International Bancshares Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

International Bancshares Corporation, a multi-bank financial holding company, provides commercial and retail banking services. The company is headquartered in Laredo, Texas.

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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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