WallStSmart

Blue Foundry Bancorp (BLFY)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 56663% more annual revenue ($26.65B vs $46.94M). USB leads profitability with a 29.3% profit margin vs -21.4%. USB earns a higher WallStSmart Score of 69/100 (B-).

BLFY

Hold

36

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 5.0Quality: 4.0
Piotroski: 6/9Altman Z: -0.53

USB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 5.7Quality: 3.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BLFY2 strengths · Avg: 9.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

USB6 strengths · Avg: 9.0/10
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
$90.02B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

BLFY4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$274.88M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.043/10

Elevated debt levels

Return on EquityProfitability
-3.2%2/10

ROE of -3.2% — below average capital efficiency

USB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.124/10

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 : BLFY

The strongest argument for BLFY centers on Price/Book, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : USB

The strongest argument for USB centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 29.3% and operating margin at 37.8%.

Bear Case : BLFY

The primary concerns for BLFY are EPS Growth, Market Cap, Debt/Equity.

Bear Case : USB

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

Key Dynamics to Monitor

BLFY profiles as a growth stock while USB is a value play — different risk/reward profiles.

USB carries more volatility with a beta of 1.00 — expect wider price swings.

BLFY is growing revenue faster at 21.7% — sustainability is the question.

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

Bottom Line

USB scores higher overall (69/100 vs 36/100), backed by strong 29.3% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Blue Foundry Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Blue Foundry Bancorp (BLFY), headquartered in New Jersey, operates as a community-focused financial institution dedicated to delivering personalized banking solutions tailored to the needs of local individuals and businesses. The bank offers an extensive range of financial products, including deposit accounts, loans, and mortgage services, aimed at promoting regional economic growth. By integrating innovative digital technologies, Blue Foundry Bancorp enhances customer interactions while upholding rigorous risk management and regulatory compliance standards. Its strong commitment to community development and sustainable banking practices solidifies its role as a significant contributor to both the local economy and the broader financial landscape.

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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