WallStSmart

Bank of America Corp (BAC)vsNu Holdings Ltd (NU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 1468% more annual revenue ($109.59B vs $6.99B). NU leads profitability with a 41.0% profit margin vs 29.0%. NU appears more attractively valued with a PEG of 0.85. BAC earns a higher WallStSmart Score of 82/100 (A-).

BAC

Exceptional Buy

82

out of 100

Grade: A-

Growth: 8.0Profit: 7.5Value: 7.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.27

NU

Strong Buy

79

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 6.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.74

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.2/10
Market CapQuality
$377.03B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Profit MarginProfitability
29.0%9/10

Keeps 29 of every $100 in revenue as profit

PEG RatioValuation
0.948/10

Growing faster than its price suggests

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

NU6 strengths · Avg: 9.8/10
Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
52.1%10/10

Strong operational efficiency at 52.1%

Revenue GrowthGrowth
43.9%10/10

Revenue surging 43.9% year-over-year

EPS GrowthGrowth
60.9%10/10

Earnings expanding 60.9% YoY

Market CapQuality
$70.38B9/10

Large-cap with strong market position

Areas to Watch

BAC3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.213/10

Elevated debt levels

Free Cash FlowQuality
$-22.95B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.272/10

Distress zone — elevated risk

NU1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.742/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BAC

The strongest argument for BAC centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 29.0% and operating margin at 36.0%. Revenue growth of 11.8% demonstrates continued momentum.

Bull Case : NU

The strongest argument for NU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 41.0% and operating margin at 52.1%. Revenue growth of 43.9% demonstrates continued momentum.

Bear Case : BAC

The primary concerns for BAC are Debt/Equity, Free Cash Flow, Altman Z-Score.

Bear Case : NU

The primary concerns for NU are Altman Z-Score.

Key Dynamics to Monitor

BAC profiles as a mature stock while NU is a growth play — different risk/reward profiles.

BAC carries more volatility with a beta of 1.24 — expect wider price swings.

NU is growing revenue faster at 43.9% — sustainability is the question.

NU generates stronger free cash flow (560M), providing more financial flexibility.

Bottom Line

BAC scores higher overall (82/100 vs 79/100), backed by strong 29.0% margins and 11.8% revenue growth. 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.

Bank of America Corp

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered in Charlotte, North Carolina. Founded in San Francisco, Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. It is the second largest banking institution in the United States, after JPMorgan Chase, and the eighth largest bank in the world. Bank of America is one of the Big Four banking institutions of the United States. It services approximately 10 percent of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking.

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Nu Holdings Ltd

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Nu Holdings Ltd. operates in the technology industry. The company is headquartered in Grand Cayman, Cayman Islands.

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