WallStSmart

BOK Financial Corporation (BOKF)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 1097% more annual revenue ($26.65B vs $2.23B). USB leads profitability with a 29.3% profit margin vs 27.6%. BOKF appears more attractively valued with a PEG of 1.46. BOKF earns a higher WallStSmart Score of 76/100 (B+).

BOKF

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 6.3Quality: 5.5
Piotroski: 5/9Altman Z: -0.52

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

BOKF5 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.5%10/10

Strong operational efficiency at 37.5%

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
38.2%8/10

Earnings expanding 38.2% YoY

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

BOKF2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.153/10

Elevated debt levels

Altman Z-ScoreHealth
-0.522/10

Distress zone — elevated risk

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 : BOKF

The strongest argument for BOKF centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.6% and operating margin at 37.5%. Revenue growth of 10.3% 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 : BOKF

The primary concerns for BOKF are Debt/Equity, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

BOKF profiles as a mature 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.

BOKF is growing revenue faster at 10.3% — sustainability is the question.

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

Bottom Line

BOKF scores higher overall (76/100 vs 69/100), backed by strong 27.6% margins and 10.3% revenue growth. 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.

BOK Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BOK Financial Corporation is the financial holding company for BOKF, NA offering various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas / Missouri. The company is headquartered in Tulsa, Oklahoma.

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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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