WallStSmart

PNC Financial Services Group Inc (PNC)vsShopify Inc (SHOP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PNC Financial Services Group Inc generates 86% more annual revenue ($23.04B vs $12.37B). PNC leads profitability with a 31.3% profit margin vs 10.8%. PNC appears more attractively valued with a PEG of 1.71. PNC earns a higher WallStSmart Score of 75/100 (B).

PNC

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 4.0
Piotroski: 5/9Altman Z: 0.15

SHOP

Buy

50

out of 100

Grade: C-

Growth: 7.3Profit: 7.0Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 4.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for PNC.

SHOPUndervalued (+26.1%)

Margin of Safety

+26.1%

Fair Value

$158.22

Current Price

$110.41

$47.81 discount

UndervaluedFair: $158.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PNC6 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.3%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
36.7%10/10

Strong operational efficiency at 36.7%

Market CapQuality
$88.06B9/10

Large-cap with strong market position

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.93B8/10

Generating 1.9B in free cash flow

SHOP4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
34.3%10/10

Revenue surging 34.3% year-over-year

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.7310/10

Safe zone — low bankruptcy risk

Market CapQuality
$136.82B9/10

Large-cap with strong market position

Areas to Watch

PNC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.152/10

Distress zone — elevated risk

SHOP4 concerns · Avg: 3.3/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
103.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PNC

The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.3% and operating margin at 36.7%. Revenue growth of 13.8% demonstrates continued momentum.

Bull Case : SHOP

The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.

Bear Case : PNC

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

Bear Case : SHOP

The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 103.4x leaves little room for execution misses.

Key Dynamics to Monitor

PNC profiles as a mature stock while SHOP is a growth play — different risk/reward profiles.

SHOP carries more volatility with a beta of 2.64 — expect wider price swings.

SHOP is growing revenue faster at 34.3% — sustainability is the question.

PNC generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

PNC scores higher overall (75/100 vs 50/100), backed by strong 31.3% margins and 13.8% revenue growth. SHOP offers better value entry with a 26.1% margin of safety. 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.

PNC Financial Services Group Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

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Shopify Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.

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