WallStSmart

Home BancShares Inc (HOMB)vsU.S. Bancorp (USB)

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Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 2385% more annual revenue ($27.32B vs $1.10B). HOMB leads profitability with a 43.6% profit margin vs 29.9%. USB appears more attractively valued with a PEG of 1.79. USB earns a higher WallStSmart Score of 77/100 (B+).

HOMB

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 5.0Quality: 6.5
Piotroski: 5/9Altman Z: -0.38

USB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 6.3Quality: 4.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HOMB5 strengths · Avg: 9.4/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
43.6%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
57.6%10/10

Strong operational efficiency at 57.6%

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

USB6 strengths · Avg: 9.0/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Market CapQuality
$91.11B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

HOMB3 concerns · Avg: 2.0/10
PEG RatioValuation
3.012/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.6%2/10

Earnings declined 1.6%

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
1.794/10

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 : HOMB

The strongest argument for HOMB centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 43.6% and operating margin at 57.6%.

Bull Case : USB

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

Bear Case : HOMB

The primary concerns for HOMB are PEG Ratio, EPS Growth, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

USB carries more volatility with a beta of 0.97 — expect wider price swings.

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

USB generates stronger free cash flow (4.8B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

USB scores higher overall (77/100 vs 59/100), backed by strong 29.9% margins and 10.4% revenue growth. 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.

Home BancShares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Home Bancshares, Inc. (Conway, AR) is the banking holding company of Centennial Bank offering commercial and retail banking and related financial services to real estate companies, developers and investors, individuals and municipalities. The company is headquartered in Conway, Arkansas.

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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