WallStSmart

Tompkins Financial Corporation (TMP)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 5957% more annual revenue ($26.35B vs $435.07M). TMP leads profitability with a 37.0% profit margin vs 28.7%. TMP appears more attractively valued with a PEG of 1.61. TMP earns a higher WallStSmart Score of 80/100 (A-).

TMP

Exceptional Buy

80

out of 100

Grade: A-

Growth: 6.0Profit: 8.0Value: 10.0Quality: 5.8
Piotroski: 5/9

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

TMPUndervalued (+84.1%)

Margin of Safety

+84.1%

Fair Value

$526.03

Current Price

$77.11

$448.92 discount

UndervaluedFair: $526.03Overvalued
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

TMP4 strengths · Avg: 10.0/10
P/E RatioValuation
6.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
72.1%10/10

Strong operational efficiency at 72.1%

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

TMP4 concerns · Avg: 3.8/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.6%4/10

1.6% revenue growth

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Market CapQuality
$1.10B3/10

Smaller company, higher risk/reward

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 : TMP

The strongest argument for TMP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.0% and operating margin at 72.1%.

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 : TMP

The primary concerns for TMP are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : USB

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

Key Dynamics to Monitor

TMP profiles as a value stock while USB is a mature play — different risk/reward profiles.

USB carries more volatility with a beta of 1.04 — expect wider price swings.

USB is growing revenue faster at 5.3% — sustainability is the question.

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

Bottom Line

TMP scores higher overall (80/100 vs 75/100), backed by strong 37.0% margins. USB offers better value entry with a 75.8% margin of safety. Both earn "Exceptional 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.

Tompkins Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Tompkins Financial Corporation, a community-based financial services company, provides consumer and commercial banking, financial leasing, trust and investment management, financial planning and wealth management, and insurance. The company is headquartered in Ithaca, New York.

Visit Website →

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.

Want to dig deeper into these stocks?