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BK vs USB

BK
The Bank of New York Mellon Corporation
BULLISH
Price
$131.96
Market Cap
$92.02B
Sector
Financial Services
AI Confidence
85%
USB
U.S. Bancorp
BULLISH
Price
$56.37
Market Cap
$87.58B
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
BK
17.83
USB
12.2
Forward P/E
BK
13.95
USB
10.07
P/B Ratio
BK
2.3
USB
1.5
P/S Ratio
BK
4.6
USB
3.32
EV/EBITDA
BK
--
USB
--

Profitability

Gross Margin
BK
0.0%
USB
0.0%
Operating Margin
BK
37.32%
USB
39.33%
Profit Margin
BK
27.74%
USB
28.72%
ROE
BK
12.9%
USB
12.18%
ROA
BK
1.26%
USB
1.11%

Growth

Revenue Growth
BK
7.8%
USB
5.3%
Earnings Growth
BK
30.5%
USB
24.7%

Financial Health

Debt/Equity
BK
--
USB
--
Current Ratio
BK
--
USB
--
Quick Ratio
BK
--
USB
--

Dividends

Dividend Yield
BK
1.62%
USB
3.67%
Payout Ratio
BK
27.03%
USB
44.16%

AI Verdict

BK BULLISH

BK exhibits stable financial health with a Piotroski F-Score of 4/9 and an exceptional operational track record, beating earnings estimates in nearly every quarter over the last 25 periods. While the current price of $131.96 trades at a premium to the Graham Number ($97.73), it remains significantly discounted relative to its growth-based intrinsic value of $218.3. Strong YoY earnings growth of 30.5% and a conservative dividend payout ratio of 27.03% suggest sustainable long-term expansion. The primary divergence is a bearish technical trend score despite strong recent price performance.

Strengths
Exceptional earnings consistency with 25 consecutive quarters of beats
Strong YoY earnings growth of 30.5% and Q/Q growth of 26.5%
Significant upside potential relative to intrinsic value ($218.3)
Risks
Bearish technical trend score (10/100) suggesting potential short-term momentum loss
Current price is 34% above the defensive Graham Number ($97.73)
Low dividend yield (1.62%) compared to traditional banking sector expectations
USB BULLISH

U.S. Bancorp presents a strong value opportunity, trading below its Graham Number of $62.47 and significantly below its growth-based intrinsic value of $136.29. While the Piotroski F-Score of 4/9 indicates only stable financial health, the company exhibits robust earnings growth of 24.7% YoY and a sustainable dividend profile. Despite a very bearish technical trend (10/100) and minimal insider buying, the low P/E ratio of 12.20 and consistent recent earnings beats support a bullish long-term outlook.

Strengths
Trading below Graham Number ($62.47) and Intrinsic Value ($136.29)
Strong earnings growth (24.7% YoY) and recent quarterly beats (3/4)
Attractive valuation with a Forward P/E of 10.07
Risks
Severely bearish technical trend (10/100) suggesting strong short-term selling pressure
Lack of insider confidence (30/100 sentiment, net selling)
Mediocre Piotroski F-Score (4/9) indicating room for improvement in financial health

Compare Another Pair

BK vs USB: Head-to-Head Comparison

This page compares The Bank of New York Mellon Corporation (BK) and U.S. Bancorp (USB) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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