WallStSmart

Orange County Bancorp Inc (OBT)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 21962% more annual revenue ($26.35B vs $119.46M). OBT leads profitability with a 34.8% profit margin vs 28.7%. OBT trades at a lower P/E of 9.6x. USB earns a higher WallStSmart Score of 75/100 (B).

OBT

Strong Buy

70

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 8.3Quality: 5.0
Piotroski: 4/9Altman Z: -0.43

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

OBTUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$155.84

Current Price

$32.33

$123.51 discount

UndervaluedFair: $155.84Overvalued
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

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
34.8%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.3%8/10

Earnings expanding 47.3% 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

OBT3 concerns · Avg: 2.3/10
Market CapQuality
$427.39M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-22.63M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.432/10

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 : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.8% and operating margin at 44.7%. Revenue growth of 14.7% 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 : OBT

The primary concerns for OBT are Market Cap, Free Cash Flow, Altman Z-Score.

Bear Case : USB

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

Key Dynamics to Monitor

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

OBT is growing revenue faster at 14.7% — sustainability is the question.

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

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

Bottom Line

USB scores higher overall (75/100 vs 70/100), backed by strong 28.7% margins. OBT offers better value entry with a 77.6% 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.

Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc (OBT) is a community-oriented financial institution based in Orange County, New York, dedicated to delivering a broad array of banking and financial services tailored to both individual customers and businesses. The bank emphasizes strong community engagement and localized service, offering products such as personal and commercial loans, deposit accounts, and wealth management solutions. As a publicly traded entity, OBT is committed to sustainable growth and profitability while actively contributing to the region's economic development. Its strategic initiatives, coupled with a robust risk management framework, position OBT as an attractive investment opportunity for institutional investors seeking to diversify within the regional banking sector.

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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