WallStSmart

Union Bankshares Inc (UNB)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 48067% more annual revenue ($26.65B vs $55.32M). USB leads profitability with a 29.3% profit margin vs 20.9%. UNB trades at a lower P/E of 9.3x. USB earns a higher WallStSmart Score of 71/100 (B).

UNB

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 6.7Quality: 3.8
Piotroski: 4/9

USB

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UNB4 strengths · Avg: 9.3/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

USB6 strengths · Avg: 9.3/10
P/E RatioValuation
11.4x10/10

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
$84.69B9/10

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

UNB2 concerns · Avg: 2.0/10
Market CapQuality
$107.46M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
4.061/10

Elevated debt levels

USB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.834/10

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 : UNB

The strongest argument for UNB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 20.9% and operating margin at 23.6%. Revenue growth of 13.1% 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 : UNB

The primary concerns for UNB are Market Cap, Debt/Equity. Debt-to-equity of 4.06 is elevated, increasing financial risk.

Bear Case : USB

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

Key Dynamics to Monitor

UNB profiles as a mature stock while USB is a value play — different risk/reward profiles.

USB carries more volatility with a beta of 1.02 — expect wider price swings.

UNB is growing revenue faster at 13.1% — sustainability is the question.

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

Bottom Line

USB scores higher overall (71/100 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.

Union Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Union Bankshares, Inc. is the banking holding company for Union Bank offering retail, commercial and municipal banking products and services in Northern Vermont and New Hampshire. The company is headquartered in Morrisville, Vermont.

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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