WallStSmart

Unity Bancorp Inc (UNTY)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

U.S. Bancorp generates 20510% more annual revenue ($26.35B vs $127.87M). UNTY leads profitability with a 45.3% profit margin vs 28.7%. UNTY appears more attractively valued with a PEG of 0.99. UNTY earns a higher WallStSmart Score of 82/100 (A-).

UNTY

Exceptional Buy

82

out of 100

Grade: A-

Growth: 9.3Profit: 8.0Value: 10.0Quality: 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

UNTYUndervalued (+79.7%)

Margin of Safety

+79.7%

Fair Value

$265.36

Current Price

$51.02

$214.34 discount

UndervaluedFair: $265.36Overvalued
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

UNTY6 strengths · Avg: 9.3/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.3%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
60.6%10/10

Strong operational efficiency at 60.6%

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Revenue GrowthGrowth
21.8%8/10

Revenue surging 21.8% year-over-year

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

UNTY1 concerns · Avg: 3.0/10
Market CapQuality
$509.10M3/10

Smaller company, higher risk/reward

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 : UNTY

The strongest argument for UNTY centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.3% and operating margin at 60.6%. Revenue growth of 21.8% 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 : UNTY

The primary concerns for UNTY are Market Cap.

Bear Case : USB

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

Key Dynamics to Monitor

UNTY profiles as a growth stock while USB is a mature play — different risk/reward profiles.

USB carries more volatility with a beta of 1.04 — expect wider price swings.

UNTY is growing revenue faster at 21.8% — sustainability is the question.

USB generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

UNTY scores higher overall (82/100 vs 75/100), backed by strong 45.3% margins and 21.8% revenue growth. USB offers better value entry with a 75.8% margin of safety. Both earn "Exceptional 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.

Unity Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Unity Bancorp, Inc. is the holding company of Unity Bank providing commercial and retail banking products and services to individuals, small and medium-sized businesses and professional communities. The company is headquartered in Clinton, New Jersey.

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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