WallStSmart

PNC Financial Services Group Inc (PNC)vsTexas Capital Bancshares Inc (TCBI)

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Smart Verdict

WallStSmart Research — data-driven comparison

PNC Financial Services Group Inc generates 1759% more annual revenue ($22.32B vs $1.20B). PNC leads profitability with a 31.1% profit margin vs 27.5%. TCBI appears more attractively valued with a PEG of 1.47. TCBI earns a higher WallStSmart Score of 77/100 (B+).

PNC

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.15

TCBI

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 10.0Quality: 4.3
Piotroski: 6/9Altman Z: -0.54
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PNCUndervalued (+73.5%)

Margin of Safety

+73.5%

Fair Value

$776.41

Current Price

$205.95

$570.46 discount

UndervaluedFair: $776.41Overvalued
TCBIUndervalued (+67.6%)

Margin of Safety

+67.6%

Fair Value

$317.77

Current Price

$95.10

$222.67 discount

UndervaluedFair: $317.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PNC6 strengths · Avg: 9.2/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.1%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$83.43B9/10

Large-cap with strong market position

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
29.1%8/10

Earnings expanding 29.1% YoY

TCBI6 strengths · Avg: 8.8/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.5%10/10

Strong operational efficiency at 42.5%

Profit MarginProfitability
27.5%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

EPS GrowthGrowth
49.0%8/10

Earnings expanding 49.0% YoY

Areas to Watch

PNC2 concerns · Avg: 3.0/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.152/10

Distress zone — elevated risk

TCBI1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
-0.542/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : PNC

The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 39.3%.

Bull Case : TCBI

The strongest argument for TCBI centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 42.5%. Revenue growth of 19.1% demonstrates continued momentum.

Bear Case : PNC

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

Bear Case : TCBI

The primary concerns for TCBI are Altman Z-Score.

Key Dynamics to Monitor

PNC profiles as a mature stock while TCBI is a growth play — different risk/reward profiles.

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

TCBI is growing revenue faster at 19.1% — sustainability is the question.

PNC generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

TCBI scores higher overall (77/100 vs 73/100), backed by strong 27.5% margins and 19.1% revenue growth. PNC offers better value entry with a 73.5% 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.

PNC Financial Services Group Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

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Texas Capital Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Texas Capital Bancshares, Inc. is the banking holding company for Texas Capital Bank, a National Association that offers various banking products and services for commercial companies, professionals and entrepreneurs. The company is headquartered in Dallas, Texas.

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