WallStSmart

Banco Santander Brasil SA ADR (BSBR)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Banco Santander Brasil SA ADR generates 67% more annual revenue ($45.72B vs $27.32B). USB leads profitability with a 29.9% profit margin vs 28.2%. BSBR appears more attractively valued with a PEG of 0.42. USB earns a higher WallStSmart Score of 75/100 (B).

BSBR

Strong Buy

70

out of 100

Grade: B-

Growth: 5.3Profit: 8.0Value: 7.7Quality: 3.0
Piotroski: 3/9Altman Z: -0.20

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BSBR6 strengths · Avg: 9.7/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Free Cash FlowQuality
$38.94B10/10

Generating 38.9B in free cash flow

Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
28.2%9/10

Keeps 28 of every $100 in revenue as profit

USB6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Market CapQuality
$100.43B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

BSBR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Debt/EquityHealth
1.063/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BSBR

The strongest argument for BSBR centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.2% and operating margin at 43.0%. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bull Case : USB

The strongest argument for USB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.9% and operating margin at 39.7%. Revenue growth of 10.4% demonstrates continued momentum.

Bear Case : BSBR

The primary concerns for BSBR are Revenue Growth, EPS Growth, Debt/Equity.

Bear Case : USB

The primary concerns for USB are PEG Ratio, Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

BSBR profiles as a value stock while USB is a mature play — different risk/reward profiles.

USB carries more volatility with a beta of 0.98 — expect wider price swings.

USB is growing revenue faster at 10.4% — sustainability is the question.

BSBR generates stronger free cash flow (38.9B), providing more financial flexibility.

Bottom Line

USB scores higher overall (75/100 vs 70/100), backed by strong 29.9% margins and 10.4% 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.

Banco Santander Brasil SA ADR

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Banco Santander (Brasil) SA offers various banking products and services to individuals, small and medium-sized companies and corporate clients in Brazil and internationally. The company is headquartered in So Paulo, Brazil.

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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