WallStSmart

Bank First National Corp (BFC)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 13663% more annual revenue ($26.65B vs $193.62M). BFC leads profitability with a 37.8% profit margin vs 29.3%. BFC appears more attractively valued with a PEG of 0.10. USB earns a higher WallStSmart Score of 71/100 (B).

BFC

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 7.0Quality: 5.8
Piotroski: 5/9

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.3
Piotroski: 5/9Altman Z: 0.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BFC6 strengths · Avg: 9.7/10
PEG RatioValuation
0.1010/10

Growing faster than its price suggests

Profit MarginProfitability
37.8%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
42.9%10/10

Strong operational efficiency at 42.9%

Revenue GrowthGrowth
49.1%10/10

Revenue surging 49.1% year-over-year

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.6x10/10

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
$85.86B9/10

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

BFC2 concerns · Avg: 2.5/10
Market CapQuality
$1.63B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-2.1%2/10

Earnings declined 2.1%

USB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BFC

The strongest argument for BFC centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 37.8% and operating margin at 42.9%. Revenue growth of 49.1% 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 : BFC

The primary concerns for BFC are Market Cap, EPS Growth.

Bear Case : USB

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

Key Dynamics to Monitor

BFC 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.

BFC is growing revenue faster at 49.1% — 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 61/100), 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.

Bank First National Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Bank First Corporation is a Bank First NA holding company providing business and consumer financial services to businesses, professionals and consumers in Wisconsin. The company is headquartered in Manitowoc, Wisconsin.

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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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