WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 44377% more annual revenue ($138.95B vs $312.40M). AMAL leads profitability with a 33.4% profit margin vs 32.3%. ITUB trades at a lower P/E of 10.2x. ITUB earns a higher WallStSmart Score of 76/100 (B+).

AMAL

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 8.3Quality: 5.0

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMALUndervalued (+51.6%)

Margin of Safety

+51.6%

Fair Value

$83.75

Current Price

$38.56

$45.19 discount

UndervaluedFair: $83.75Overvalued
ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMAL4 strengths · Avg: 10.0/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.4%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
43.2%10/10

Strong operational efficiency at 43.2%

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.3%10/10

Strong operational efficiency at 37.3%

Free Cash FlowQuality
$45.01B10/10

Generating 45.0B in free cash flow

Market CapQuality
$86.41B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

Areas to Watch

AMAL1 concerns · Avg: 3.0/10
Market CapQuality
$1.12B3/10

Smaller company, higher risk/reward

ITUB1 concerns · Avg: 4.0/10
EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : AMAL

The strongest argument for AMAL centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.4% and operating margin at 43.2%.

Bull Case : ITUB

The strongest argument for ITUB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : AMAL

The primary concerns for AMAL are Market Cap.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

AMAL carries more volatility with a beta of 0.84 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — sustainability is the question.

ITUB generates stronger free cash flow (45.0B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 62/100), backed by strong 32.3% margins and 11.0% revenue growth. AMAL offers better value entry with a 51.6% margin of safety. 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.

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