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HOMB vs OZK

HOMB
Home BancShares, Inc.
NEUTRAL
Price
$26.78
Market Cap
$5.41B
Sector
Financial Services
AI Confidence
85%
OZK
Bank OZK
NEUTRAL
Price
$49.24
Market Cap
$5.51B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
HOMB
11.02
OZK
7.89
Forward P/E
HOMB
10.34
OZK
7.65
P/B Ratio
HOMB
1.22
OZK
0.94
P/S Ratio
HOMB
5.03
OZK
3.54
EV/EBITDA
HOMB
--
OZK
--

Profitability

Gross Margin
HOMB
0.0%
OZK
0.0%
Operating Margin
HOMB
57.33%
OZK
58.56%
Profit Margin
HOMB
44.52%
OZK
46.0%
ROE
HOMB
11.4%
OZK
12.09%
ROA
HOMB
2.07%
OZK
1.81%

Growth

Revenue Growth
HOMB
2.4%
OZK
4.0%
Earnings Growth
HOMB
3.5%
OZK
-1.3%

Financial Health

Debt/Equity
HOMB
--
OZK
--
Current Ratio
HOMB
--
OZK
--
Quick Ratio
HOMB
--
OZK
--

Dividends

Dividend Yield
HOMB
3.14%
OZK
3.7%
Payout Ratio
HOMB
33.74%
OZK
28.16%

AI Verdict

HOMB NEUTRAL

Home BancShares (HOMB) presents a conflicting profile: it is fundamentally undervalued based on the Graham Number ($34.59) and Intrinsic Value ($29.77), yet it exhibits severe operational deterioration as evidenced by a weak Piotroski F-Score of 2/9. While the dividend is sustainable with a low payout ratio (33.74%), the combination of stagnant growth, bearish insider selling, and a 0/100 technical trend suggests a value trap scenario. The stock is trading at a discount, but the lack of internal health momentum offsets the valuation appeal.

Strengths
Trading significantly below Graham Number ($34.59)
Sustainable dividend payout ratio of 33.74%
Strong profit margins (44.52%) and healthy ROA (2.07%)
Risks
Critical financial health warning via Piotroski F-Score (2/9)
Bearish insider sentiment with $1.15M in net sales and zero buys
Sluggish year-over-year revenue growth (2.40%)
OZK NEUTRAL

Bank OZK presents a classic value trap profile: fundamentally cheap but lacking growth momentum. The deterministic baseline shows a stable Piotroski F-Score of 4/9 and a Graham Number of $85.82, suggesting significant defensive value, yet the intrinsic value of $43.68 and a bearish technical trend (0/100) indicate a lack of immediate catalyst. While the bank maintains a healthy ROA of 1.81% and trades below book value (P/B 0.94), negative earnings growth and recent earnings misses signal a transition period.

Strengths
Deep value valuation with P/E of 7.89 and P/B of 0.94
Strong profitability margins (Profit Margin 46%)
Healthy Return on Assets (ROA) of 1.81%
Risks
Negative earnings growth both YoY (-1.30%) and Q/Q (-3.40%)
High PEG ratio (2.76) indicating price is high relative to growth
Recent trend of missing earnings estimates (only 1 beat in last 4 quarters)

Compare Another Pair

HOMB vs OZK: Head-to-Head Comparison

This page compares Home BancShares, Inc. (HOMB) and Bank OZK (OZK) 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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