WallStSmart

Orange County Bancorp Inc (OBT)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 52817% more annual revenue ($65.72B vs $124.19M). OBT leads profitability with a 35.6% profit margin vs 33.7%. OBT trades at a lower P/E of 10.2x. RY earns a higher WallStSmart Score of 70/100 (B-).

OBT

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.59

RY

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 4.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.6%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

RY6 strengths · Avg: 9.3/10
Market CapQuality
$277.29B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.7%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.3%10/10

Strong operational efficiency at 45.3%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.1%8/10

16.1% revenue growth

Areas to Watch

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$467.67M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

RY1 concerns · Avg: 2.0/10
PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 46.1%. Revenue growth of 17.0% demonstrates continued momentum.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.7% and operating margin at 45.3%. Revenue growth of 16.1% demonstrates continued momentum.

Bear Case : OBT

The primary concerns for OBT are Market Cap, Altman Z-Score.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

RY carries more volatility with a beta of 0.94 — expect wider price swings.

OBT is growing revenue faster at 17.0% — sustainability is the question.

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

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

Bottom Line

RY scores higher overall (70/100 vs 66/100), backed by strong 33.7% margins and 16.1% 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.

Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a well-regarded community-focused financial institution based in Orange County, New York, dedicated to offering a comprehensive range of banking and financial services tailored for both individuals and businesses. The bank's product offerings include personal and commercial loans, deposit accounts, and wealth management services, all underpinned by a commitment to building enduring community relationships. As a publicly traded entity, OBT prioritizes sustainable growth and profitability, striving to enhance its role in regional economic development while employing prudent risk management practices. These factors position OBT as an appealing investment for institutional investors looking for opportunities in the evolving regional banking landscape.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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