WallStSmart

Amalgamated Bank (AMAL)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 43634% more annual revenue ($138.19B vs $315.97M). ITUB leads profitability with a 33.3% profit margin vs 33.1%. ITUB trades at a lower P/E of 9.6x. ITUB earns a higher WallStSmart Score of 74/100 (B).

AMAL

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 6.0Quality: 5.8
Piotroski: 4/9Altman Z: 0.27

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMAL5 strengths · Avg: 9.0/10
Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
44.0%10/10

Strong operational efficiency at 44.0%

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
33.1%10/10

Strong operational efficiency at 33.1%

Market CapQuality
$86.63B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

AMAL4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Market CapQuality
$1.26B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.272/10

Distress zone — elevated risk

ITUB4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AMAL

The strongest argument for AMAL centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 33.1% and operating margin at 44.0%.

Bull Case : ITUB

The strongest argument for ITUB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.3% and operating margin at 33.1%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : AMAL

The primary concerns for AMAL are Revenue Growth, EPS Growth, Market Cap.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Revenue Growth, Free Cash Flow. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMAL profiles as a value stock while ITUB is a declining play — different risk/reward profiles.

AMAL carries more volatility with a beta of 0.81 — expect wider price swings.

AMAL is growing revenue faster at 4.7% — sustainability is the question.

AMAL generates stronger free cash flow (51M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 56/100), backed by strong 33.3% 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.

Amalgamated Bank

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Amalgamated Finance Corporation The company is headquartered in New York, New York.

Itau Unibanco Banco Holding SA

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Ita Unibanco Holding SA offers a range of financial products and services in Brazil and internationally. The company is headquartered in So Paulo, Brazil.

Want to dig deeper into these stocks?