WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 10338% more annual revenue ($138.19B vs $1.32B). AX leads profitability with a 36.0% profit margin vs 33.3%. AX appears more attractively valued with a PEG of 0.95. AX earns a higher WallStSmart Score of 79/100 (B+).

AX

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 7.7Quality: 3.8
Piotroski: 5/9Altman Z: -0.53

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 5.0

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
49.4%10/10

Strong operational efficiency at 49.4%

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

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
$90.15B9/10

Large-cap with strong market position

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

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

Distress zone — elevated risk

ITUB2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

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 49.4%. Revenue growth of 19.3% 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 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : AX

The primary concerns for AX are Altman Z-Score.

Bear Case : ITUB

The primary concerns for ITUB are Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

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

AX carries more volatility with a beta of 1.30 — expect wider price swings.

AX is growing revenue faster at 19.3% — sustainability is the question.

AX generates stronger free cash flow (14M), providing more financial flexibility.

Bottom Line

AX scores higher overall (79/100 vs 74/100), backed by strong 36.0% margins and 19.3% revenue growth. Both earn "Strong 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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