WallStSmart

Seacoast Banking Corporation of Florida (SBCF)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 4130% more annual revenue ($26.65B vs $630.01M). USB leads profitability with a 29.3% profit margin vs 23.1%. SBCF appears more attractively valued with a PEG of 1.58. USB earns a higher WallStSmart Score of 71/100 (B).

SBCF

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 5.0Quality: 4.8
Piotroski: 2/9

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBCF4 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
24.1%8/10

Revenue surging 24.1% year-over-year

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

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
$84.69B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

SBCF4 concerns · Avg: 3.0/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-21.0%2/10

Earnings declined 21.0%

USB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.834/10

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 : SBCF

The strongest argument for SBCF centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.1% and operating margin at 38.5%. Revenue growth of 24.1% 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 29.3% and operating margin at 37.8%.

Bear Case : SBCF

The primary concerns for SBCF are PEG Ratio, Return on Equity, Piotroski F-Score.

Bear Case : USB

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

Key Dynamics to Monitor

SBCF profiles as a growth stock while USB is a value play — different risk/reward profiles.

USB carries more volatility with a beta of 1.02 — expect wider price swings.

SBCF is growing revenue faster at 24.1% — sustainability is the question.

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

Bottom Line

USB scores higher overall (71/100 vs 65/100), backed by strong 29.3% 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.

Seacoast Banking Corporation of Florida

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Seacoast Banking Corporation of Florida is the banking holding company of Seacoast National Bank providing financial services to retail and business clients in Florida. The company is headquartered in Stuart, Florida.

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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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