WallStSmart

Live Oak Bancshares, Inc. (LOB)vsMizuho Financial Group Inc. (MFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mizuho Financial Group Inc. generates 835593% more annual revenue ($4.02T vs $480.78M). MFG leads profitability with a 26.1% profit margin vs 22.0%. LOB trades at a lower P/E of 14.3x. MFG earns a higher WallStSmart Score of 74/100 (B).

LOB

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 7.0Value: 8.3Quality: 6.5
Piotroski: 4/9

MFG

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LOBUndervalued (+60.9%)

Margin of Safety

+60.9%

Fair Value

$104.36

Current Price

$32.82

$71.54 discount

UndervaluedFair: $104.36Overvalued
MFGUndervalued (+42.4%)

Margin of Safety

+42.4%

Fair Value

$17.51

Current Price

$7.81

$9.70 discount

UndervaluedFair: $17.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LOB6 strengths · Avg: 9.5/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
49.1%10/10

Strong operational efficiency at 49.1%

Revenue GrowthGrowth
70.2%10/10

Revenue surging 70.2% year-over-year

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

MFG6 strengths · Avg: 9.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.3%10/10

Strong operational efficiency at 36.3%

Market CapQuality
$92.84B9/10

Large-cap with strong market position

Profit MarginProfitability
26.1%9/10

Keeps 26 of every $100 in revenue as profit

PEG RatioValuation
0.868/10

Growing faster than its price suggests

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Areas to Watch

LOB2 concerns · Avg: 3.5/10
EPS GrowthGrowth
3.5%4/10

3.5% earnings growth

Market CapQuality
$1.47B3/10

Smaller company, higher risk/reward

MFG0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : LOB

The strongest argument for LOB centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 22.0% and operating margin at 49.1%. Revenue growth of 70.2% demonstrates continued momentum.

Bull Case : MFG

The strongest argument for MFG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 26.1% and operating margin at 36.3%. PEG of 0.86 suggests the stock is reasonably priced for its growth.

Bear Case : LOB

The primary concerns for LOB are EPS Growth, Market Cap.

Bear Case : MFG

No major red flags identified for MFG, but monitor valuation.

Key Dynamics to Monitor

LOB profiles as a growth stock while MFG is a mature play — different risk/reward profiles.

LOB carries more volatility with a beta of 1.92 — expect wider price swings.

LOB is growing revenue faster at 70.2% — sustainability is the question.

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

Bottom Line

MFG scores higher overall (74/100 vs 72/100), backed by strong 26.1% margins. LOB offers better value entry with a 60.9% 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.

Live Oak Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Live Oak Bancshares, Inc. is the banking holding company for Live Oak Banking Company offering a variety of commercial banking products and services to individuals, small businesses and professionals in North Carolina, United States. The company is headquartered in Wilmington, North Carolina.

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Mizuho Financial Group Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Mizuho Financial Group, Inc. engages in banking, trusts, securities and other businesses related to financial services in Japan, America, Europe, Asia / Oceania and internationally. The company is headquartered in Tokyo, Japan.

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