WallStSmart

Axos Financial Inc (AX)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 10867% more annual revenue ($138.95B vs $1.27B). AX leads profitability with a 36.0% profit margin vs 32.3%. AX appears more attractively valued with a PEG of 0.95. AX earns a higher WallStSmart Score of 83/100 (A-).

AX

Exceptional Buy

83

out of 100

Grade: A-

Growth: 8.7Profit: 8.0Value: 10.0Quality: 3.8
Piotroski: 5/9Altman Z: -0.53

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AXUndervalued (+72.7%)

Margin of Safety

+72.7%

Fair Value

$347.35

Current Price

$85.69

$261.66 discount

UndervaluedFair: $347.35Overvalued
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

AX6 strengths · Avg: 9.0/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Profit MarginProfitability
36.0%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
50.6%10/10

Strong operational efficiency at 50.6%

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.8%8/10

Revenue surging 21.8% year-over-year

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

AX1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
-0.532/10

Distress zone — elevated risk

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : AX

The strongest argument for AX centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 36.0% and operating margin at 50.6%. Revenue growth of 21.8% demonstrates continued momentum.

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 : AX

The primary concerns for AX are Altman Z-Score.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

AX profiles as a growth stock while ITUB is a mature play — different risk/reward profiles.

AX carries more volatility with a beta of 1.29 — expect wider price swings.

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

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

Bottom Line

AX scores higher overall (83/100 vs 76/100), backed by strong 36.0% margins and 21.8% revenue growth. 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.

Axos Financial Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Axos Financial, Inc. offers commercial and consumer banking products in the United States. The company is headquartered in Las Vegas, Nevada.

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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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