WallStSmart

Provident Financial Holdings Inc (PROV)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 64487% more annual revenue ($26.35B vs $40.80M). USB leads profitability with a 28.7% profit margin vs 16.2%. USB appears more attractively valued with a PEG of 1.80. USB earns a higher WallStSmart Score of 75/100 (B).

PROV

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 7.3Quality: 5.0

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

PROVUndervalued (+64.8%)

Margin of Safety

+64.8%

Fair Value

$46.33

Current Price

$16.14

$30.18 discount

UndervaluedFair: $46.33Overvalued
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

PROV4 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Operating MarginProfitability
24.4%8/10

Strong operational efficiency at 24.4%

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

PROV3 concerns · Avg: 2.7/10
Market CapQuality
$102.64M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

PEG RatioValuation
4.002/10

Expensive relative to growth rate

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 : PROV

The strongest argument for PROV centers on Price/Book, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 24.4%. Revenue growth of 10.9% 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 : PROV

The primary concerns for PROV are Market Cap, Return on Equity, PEG Ratio.

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.

PROV is growing revenue faster at 10.9% — 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 65/100), backed by strong 28.7% margins. PROV offers better value entry with a 64.8% 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.

Provident Financial Holdings Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Provident Financial Holdings, Inc. is the parent company of Provident Savings Bank, FSB providing community banking services to consumers and small and medium-sized businesses in the Inland Empire region of Southern California. The company is headquartered in Riverside, California.

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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