WallStSmart

Southern First Bancshares Inc (SFST)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 21761% more annual revenue ($26.65B vs $121.89M). USB leads profitability with a 29.3% profit margin vs 28.7%. USB appears more attractively valued with a PEG of 1.83. USB earns a higher WallStSmart Score of 71/100 (B).

SFST

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 6/9Altman Z: -0.77

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

SFST6 strengths · Avg: 9.2/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

EPS GrowthGrowth
83.1%10/10

Earnings expanding 83.1% YoY

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
26.2%8/10

Revenue surging 26.2% 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

SFST3 concerns · Avg: 3.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Market CapQuality
$557.57M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.772/10

Distress zone — elevated risk

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 : SFST

The strongest argument for SFST centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 28.7% and operating margin at 41.2%. Revenue growth of 26.2% 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 : SFST

The primary concerns for SFST are PEG Ratio, Market Cap, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

SFST 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.

SFST is growing revenue faster at 26.2% — sustainability is the question.

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

Bottom Line

SFST scores higher overall (71/100 vs 71/100), backed by strong 28.7% margins and 26.2% 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.

Southern First Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Southern First Bancshares, Inc. is the banking holding company for Southern First Bank offering various banking products and services to the general public in South Carolina, North Carolina and Georgia. The company is headquartered in Greenville, South Carolina.

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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