WallStSmart

Texas Instruments Incorporated (TXN)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 45% more annual revenue ($26.65B vs $18.44B). USB leads profitability with a 29.3% profit margin vs 29.1%. TXN appears more attractively valued with a PEG of 1.61. TXN earns a higher WallStSmart Score of 72/100 (B).

TXN

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.5Value: 4.3Quality: 7.8
Piotroski: 5/9Altman Z: 4.12

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.3
Piotroski: 5/9Altman Z: 0.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TXN6 strengths · Avg: 9.5/10
Market CapQuality
$261.92B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Revenue GrowthGrowth
18.6%8/10

18.6% revenue growth

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

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
$85.86B9/10

Large-cap with strong market position

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.34B8/10

Generating 1.3B in free cash flow

Areas to Watch

TXN3 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Price/BookValuation
15.6x4/10

Trading at 15.6x book value

P/E RatioValuation
49.2x2/10

Premium valuation, high expectations priced in

USB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
0.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : TXN

The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% 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 29.3% and operating margin at 37.8%.

Bear Case : TXN

The primary concerns for TXN are PEG Ratio, Price/Book, P/E Ratio. A P/E of 49.2x leaves little room for execution misses.

Bear Case : USB

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

Key Dynamics to Monitor

TXN profiles as a growth stock while USB is a value play — different risk/reward profiles.

TXN carries more volatility with a beta of 1.30 — expect wider price swings.

TXN is growing revenue faster at 18.6% — sustainability is the question.

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

Bottom Line

TXN scores higher overall (72/100 vs 71/100), backed by strong 29.1% margins and 18.6% revenue growth. 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.

Texas Instruments Incorporated

TECHNOLOGY · SEMICONDUCTORS · USA

Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.

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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