WallStSmart

NewtekOne, Inc. (NEWT)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 6680% more annual revenue ($26.65B vs $393.01M). USB leads profitability with a 29.3% profit margin vs 16.4%. USB appears more attractively valued with a PEG of 2.12. NEWT earns a higher WallStSmart Score of 71/100 (B).

NEWT

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.16

USB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 5.7Quality: 3.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEWT4 strengths · Avg: 9.5/10
P/E RatioValuation
6.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
52.3%10/10

Strong operational efficiency at 52.3%

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

USB6 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Market CapQuality
$90.02B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

NEWT4 concerns · Avg: 2.5/10
Market CapQuality
$401.43M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.202/10

Expensive relative to growth rate

Free Cash FlowQuality
$-91.00M2/10

Negative free cash flow — burning cash

USB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.203/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NEWT

The strongest argument for NEWT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 52.3%. Revenue growth of 10.7% demonstrates continued momentum.

Bull Case : USB

The strongest argument for USB centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 29.3% and operating margin at 37.8%.

Bear Case : NEWT

The primary concerns for NEWT are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 5.96 is elevated, increasing financial risk.

Bear Case : USB

The primary concerns for USB are PEG Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

NEWT profiles as a mature stock while USB is a value play — different risk/reward profiles.

NEWT carries more volatility with a beta of 1.37 — expect wider price swings.

NEWT is growing revenue faster at 10.7% — sustainability is the question.

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

Bottom Line

NEWT scores higher overall (71/100 vs 69/100), backed by strong 16.4% margins and 10.7% 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.

NewtekOne, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NewtekOne, Inc. (NEWT) is a premier provider of comprehensive business solutions tailored for small to medium-sized enterprises (SMBs) throughout the United States. Offering a diverse range of services, including payment processing, business lending, and technology solutions, NewtekOne is dedicated to enhancing operational efficiency and fostering growth for its clients. The company's strong commitment to customer satisfaction and strategic partnerships positions it as an indispensable ally for SMBs facing competitive challenges. With an emphasis on innovation and building long-term relationships, NewtekOne is well-equipped to thrive in a dynamic business landscape.

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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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