WallStSmart

Credicorp Ltd (BAP)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 530% more annual revenue ($138.19B vs $21.92B). ITUB leads profitability with a 33.3% profit margin vs 32.9%. ITUB appears more attractively valued with a PEG of 1.32. BAP earns a higher WallStSmart Score of 75/100 (B).

BAP

Strong Buy

75

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.0Quality: 6.5
Piotroski: 6/9Altman Z: 0.51

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

BAP5 strengths · Avg: 8.8/10
Profit MarginProfitability
32.9%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
48.8%10/10

Strong operational efficiency at 48.8%

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
25.6%8/10

Revenue surging 25.6% year-over-year

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

BAP3 concerns · Avg: 2.0/10
PEG RatioValuation
4.552/10

Expensive relative to growth rate

Free Cash FlowQuality
$-942.92M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.512/10

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 : BAP

The strongest argument for BAP centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 32.9% and operating margin at 48.8%. Revenue growth of 25.6% 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 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : BAP

The primary concerns for BAP are PEG Ratio, Free Cash Flow, Altman Z-Score.

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

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

BAP carries more volatility with a beta of 0.86 — expect wider price swings.

BAP is growing revenue faster at 25.6% — sustainability is the question.

BAP generates stronger free cash flow (-943M), providing more financial flexibility.

Bottom Line

BAP scores higher overall (75/100 vs 74/100), backed by strong 32.9% margins and 25.6% 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.

Credicorp Ltd

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Credicorp Ltd., a financial services holding company, offers various financial, insurance and health products and services primarily in Peru and internationally. The company is headquartered in Lima, Peru.

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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