WallStSmart

Orange County Bancorp Inc (OBT)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 54639% more annual revenue ($67.15B vs $122.67M). OBT leads profitability with a 38.6% profit margin vs 33.9%. OBT trades at a lower P/E of 10.8x. RY earns a higher WallStSmart Score of 63/100 (C+).

OBT

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.59

RY

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.50

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OBT5 strengths · Avg: 9.4/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

RY4 strengths · Avg: 9.5/10
Market CapQuality
$291.55B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
46.4%10/10

Strong operational efficiency at 46.4%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

OBT3 concerns · Avg: 2.3/10
Market CapQuality
$519.16M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-5.0%2/10

Revenue declined 5.0%

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

RY4 concerns · Avg: 2.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Free Cash FlowQuality
$-28.67B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

Debt/EquityHealth
2.881/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 38.6% and operating margin at 40.9%.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 46.4%.

Bear Case : OBT

The primary concerns for OBT are Market Cap, Revenue Growth, Altman Z-Score.

Bear Case : RY

The primary concerns for RY are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.88 is elevated, increasing financial risk.

Key Dynamics to Monitor

OBT profiles as a declining stock while RY is a mature play — different risk/reward profiles.

RY carries more volatility with a beta of 0.92 — expect wider price swings.

RY is growing revenue faster at 8.9% — sustainability is the question.

OBT generates stronger free cash flow (12M), providing more financial flexibility.

Bottom Line

RY scores higher overall (63/100 vs 58/100), backed by strong 33.9% margins. Both earn "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.

Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a prominent community-oriented financial institution based in Orange County, New York, offering a wide array of banking and financial services tailored for both individuals and businesses. Committed to personal and commercial lending, as well as wealth management, the bank fosters deep community connections that contribute to regional economic development. As a publicly traded entity, OBT emphasizes sustainable growth and robust risk management practices, making it an attractive investment opportunity for institutional investors looking to capitalize on the vibrant regional banking market.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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