WallStSmart

OceanFirst Financial Corp (OCFC)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 6679% more annual revenue ($26.35B vs $388.75M). USB leads profitability with a 28.7% profit margin vs 18.3%. OCFC appears more attractively valued with a PEG of 1.15. USB earns a higher WallStSmart Score of 75/100 (B).

OCFC

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 6.5Value: 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

OCFCSignificantly Overvalued (-142.5%)

Margin of Safety

-142.5%

Fair Value

$7.96

Current Price

$17.63

$9.67 premium

UndervaluedFair: $7.96Overvalued
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

OCFC3 strengths · Avg: 9.3/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.2%10/10

Strong operational efficiency at 32.2%

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

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

OCFC4 concerns · Avg: 2.8/10
Market CapQuality
$1.00B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Debt/EquityHealth
1.033/10

Elevated debt levels

EPS GrowthGrowth
-36.2%2/10

Earnings declined 36.2%

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 : OCFC

The strongest argument for OCFC centers on Price/Book, Operating Margin, P/E Ratio. Profitability is solid with margins at 18.3% and operating margin at 32.2%. PEG of 1.15 suggests the stock is reasonably priced for its growth.

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 : OCFC

The primary concerns for OCFC are Market Cap, Return on Equity, Debt/Equity.

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.

OCFC is growing revenue faster at 9.7% — sustainability is the question.

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

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

Bottom Line

USB scores higher overall (75/100 vs 62/100), backed by strong 28.7% margins. 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.

OceanFirst Financial Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

OceanFirst Financial Corp. The company is headquartered in Red Bank, New Jersey.

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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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