WallStSmart

NBT Bancorp Inc (NBTB)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 3864% more annual revenue ($26.35B vs $664.78M). USB leads profitability with a 28.7% profit margin vs 25.5%. USB appears more attractively valued with a PEG of 1.80. USB earns a higher WallStSmart Score of 75/100 (B).

NBTB

Strong Buy

74

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 7.3Quality: 7.8
Piotroski: 4/9

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

NBTBUndervalued (+71.3%)

Margin of Safety

+71.3%

Fair Value

$157.72

Current Price

$42.47

$115.25 discount

UndervaluedFair: $157.72Overvalued
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

NBTB6 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.9%10/10

Strong operational efficiency at 41.9%

Profit MarginProfitability
25.5%9/10

Keeps 26 of every $100 in revenue as profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

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

NBTB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

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 : NBTB

The strongest argument for NBTB centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 25.5% and operating margin at 41.9%. Revenue growth of 24.0% 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 28.7% and operating margin at 39.3%.

Bear Case : NBTB

The primary concerns for NBTB are PEG Ratio.

Bear Case : USB

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

Key Dynamics to Monitor

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

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

NBTB is growing revenue faster at 24.0% — sustainability is the question.

USB generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

USB scores higher overall (75/100 vs 74/100), backed by strong 28.7% margins. NBTB offers better value entry with a 71.3% margin of safety. 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.

NBT Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NBT Bancorp Inc., a financial holding company, offers commercial banking, retail banking and wealth management services. The company is headquartered in Norwich, New York.

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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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