WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 5944% more annual revenue ($26.65B vs $440.85M). TMP leads profitability with a 38.0% profit margin vs 29.3%. TMP appears more attractively valued with a PEG of 1.61. TMP earns a higher WallStSmart Score of 76/100 (B+).

TMP

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 6.3Quality: 4.8
Piotroski: 5/9

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

TMP5 strengths · Avg: 9.6/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
38.0%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
41.9%10/10

Strong operational efficiency at 41.9%

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

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

TMP2 concerns · Avg: 3.5/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Market CapQuality
$1.31B3/10

Smaller company, higher risk/reward

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 : TMP

The strongest argument for TMP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 38.0% and operating margin at 41.9%.

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 : TMP

The primary concerns for TMP are PEG Ratio, Market Cap.

Bear Case : USB

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

Key Dynamics to Monitor

TMP profiles as a mature 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.

TMP is growing revenue faster at 7.6% — sustainability is the question.

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

Bottom Line

TMP scores higher overall (76/100 vs 71/100), backed by strong 38.0% margins. 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.

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.

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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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