WallStSmart

Natwest Group PLC (NWG)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 65% more annual revenue ($26.35B vs $15.97B). NWG leads profitability with a 36.5% 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).

NWG

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 7.3Quality: 5.5
Piotroski: 6/9Altman Z: -0.50

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

NWGUndervalued (+66.5%)

Margin of Safety

+66.5%

Fair Value

$49.97

Current Price

$14.60

$35.37 discount

UndervaluedFair: $49.97Overvalued
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

NWG6 strengths · Avg: 9.2/10
P/E RatioValuation
8.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
36.5%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
47.1%10/10

Strong operational efficiency at 47.1%

Market CapQuality
$57.46B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$7.07B8/10

Generating 7.1B in free cash flow

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

NWG3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.163/10

Elevated debt levels

PEG RatioValuation
3.152/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

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 : NWG

The strongest argument for NWG centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 36.5% and operating margin at 47.1%. Revenue growth of 11.4% 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 : NWG

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

NWG is growing revenue faster at 11.4% — sustainability is the question.

NWG generates stronger free cash flow (7.1B), providing more financial flexibility.

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

Bottom Line

USB scores higher overall (75/100 vs 67/100), backed by strong 28.7% margins. NWG offers better value entry with a 66.5% 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.

Natwest Group PLC

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NatWest Group plc, provides banking and financial products and services to personal, commercial, corporate and institutional clients. The company is headquartered in Edinburgh, the United Kingdom.

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?