WallStSmart

NB Bancorp, Inc. Common Stock (NBBK)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 11999% more annual revenue ($27.32B vs $225.81M). USB leads profitability with a 29.9% profit margin vs 23.3%. USB trades at a lower P/E of 12.7x. USB earns a higher WallStSmart Score of 75/100 (B).

NBBK

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 6.5Value: 6.0Quality: 5.5
Piotroski: 3/9Altman Z: 1.38

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

NBBK6 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Revenue GrowthGrowth
36.3%10/10

Revenue surging 36.3% year-over-year

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

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

NBBK4 concerns · Avg: 2.8/10
Market CapQuality
$922.53M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.382/10

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 : NBBK

The strongest argument for NBBK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.3% and operating margin at 34.9%. Revenue growth of 36.3% demonstrates continued momentum.

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 : NBBK

The primary concerns for NBBK are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : USB

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

Key Dynamics to Monitor

NBBK profiles as a growth stock while USB is a mature play — different risk/reward profiles.

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

NBBK is growing revenue faster at 36.3% — sustainability is the question.

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

Bottom Line

USB scores higher overall (75/100 vs 64/100), backed by strong 29.9% margins and 10.4% revenue growth. 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.

NB Bancorp, Inc. Common Stock

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NB Bancorp, Inc. is a leading financial holding company headquartered in the Northeastern United States, delivering a diverse array of commercial banking services through its subsidiary, Northbridge Bank. Focusing primarily on small and medium-sized enterprises as well as individual clients, the bank offers products that include loans, deposit accounts, and treasury management solutions. Committed to community banking, NB Bancorp utilizes extensive local market knowledge to foster enduring client relationships and optimize service delivery. The company is strategically positioned to enhance operational efficiency and spur asset growth, with the goal of generating sustainable long-term value for shareholders in a competitive banking environment.

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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