WallStSmart

First Busey Corp (BUSE)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 3852% more annual revenue ($26.35B vs $666.84M). USB leads profitability with a 28.7% profit margin vs 20.3%. USB appears more attractively valued with a PEG of 1.80. USB earns a higher WallStSmart Score of 75/100 (B).

BUSE

Strong Buy

74

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 10.0Quality: 4.5
Piotroski: 3/9Altman Z: -0.02

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 5.3
Piotroski: 5/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BUSEUndervalued (+61.6%)

Margin of Safety

+61.6%

Fair Value

$68.80

Current Price

$24.90

$43.90 discount

UndervaluedFair: $68.80Overvalued
USBUndervalued (+75.8%)

Margin of Safety

+75.8%

Fair Value

$214.00

Current Price

$51.89

$162.11 discount

UndervaluedFair: $214.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BUSE6 strengths · Avg: 9.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
70.5%10/10

Revenue surging 70.5% year-over-year

Profit MarginProfitability
20.3%9/10

Keeps 20 of every $100 in revenue as profit

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.9%8/10

Earnings expanding 26.9% YoY

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$81.01B9/10

Large-cap with strong market position

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
24.7%8/10

Earnings expanding 24.7% YoY

Areas to Watch

BUSE4 concerns · Avg: 3.0/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.022/10

Distress zone — elevated risk

USB2 concerns · Avg: 3.0/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BUSE

The strongest argument for BUSE centers on Price/Book, Revenue Growth, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 17.6%. Revenue growth of 70.5% 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 28.7% and operating margin at 39.3%.

Bear Case : BUSE

The primary concerns for BUSE are PEG Ratio, Return on Equity, Piotroski F-Score.

Bear Case : USB

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

Key Dynamics to Monitor

BUSE profiles as a growth stock while USB is a mature play — different risk/reward profiles.

USB carries more volatility with a beta of 1.04 — expect wider price swings.

BUSE is growing revenue faster at 70.5% — sustainability is the question.

USB generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

USB scores higher overall (75/100 vs 74/100), backed by strong 28.7% margins. BUSE offers better value entry with a 61.6% margin of safety. 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.

First Busey Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Busey Corporation is the banking holding company for Busey Bank offering retail and commercial banking products and services to individual, corporate, institutional and government clients in the United States. The company is headquartered in Champaign, Illinois.

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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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