WallStSmart

Timberland Bancorp Inc (TSBK)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 31397% more annual revenue ($26.65B vs $84.60M). TSBK leads profitability with a 36.5% profit margin vs 29.3%. USB appears more attractively valued with a PEG of 2.12. USB earns a higher WallStSmart Score of 69/100 (B-).

TSBK

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 5.7Quality: 7.5
Piotroski: 7/9Altman Z: -0.49

USB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 5.7Quality: 3.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TSBK5 strengths · Avg: 10.0/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
36.5%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
45.2%10/10

Strong operational efficiency at 45.2%

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

USB6 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Market CapQuality
$90.02B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

TSBK4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Market CapQuality
$323.92M3/10

Smaller company, higher risk/reward

PEG RatioValuation
2.942/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.492/10

Distress zone — elevated risk

USB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.203/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : TSBK

The strongest argument for TSBK centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.5% and operating margin at 45.2%.

Bull Case : USB

The strongest argument for USB centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 29.3% and operating margin at 37.8%.

Bear Case : TSBK

The primary concerns for TSBK are Revenue Growth, Market Cap, PEG Ratio.

Bear Case : USB

The primary concerns for USB are PEG Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

USB carries more volatility with a beta of 1.00 — expect wider price swings.

USB is growing revenue faster at 4.6% — sustainability is the question.

USB generates stronger free cash flow (1.3B), providing more financial flexibility.

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

Bottom Line

USB scores higher overall (69/100 vs 62/100), backed by strong 29.3% margins. Both earn "Strong 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.

Timberland Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Timberland Bancorp, Inc. is the banking holding company for Timberland Bank providing various banking services in Washington. The company is headquartered in Hoquiam, Washington.

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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