WallStSmart

Beacon Financial Corporation (BBT)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 18822% more annual revenue ($143.71B vs $759.50M). ITUB leads profitability with a 32.6% profit margin vs 21.0%. ITUB appears more attractively valued with a PEG of 1.33. BBT earns a higher WallStSmart Score of 80/100 (B+).

BBT

Strong Buy

80

out of 100

Grade: B+

Growth: 10.0Profit: 6.5Value: 5.7Quality: 4.8
Piotroski: 2/9Altman Z: -0.69

ITUB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBT6 strengths · Avg: 9.8/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Revenue GrowthGrowth
144.5%10/10

Revenue surging 144.5% year-over-year

EPS GrowthGrowth
211.0%10/10

Earnings expanding 211.0% YoY

Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Free Cash FlowQuality
$70.94B10/10

Generating 70.9B in free cash flow

Market CapQuality
$90.16B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

BBT4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.692/10

Distress zone — elevated risk

ITUB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
4.711/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BBT

The strongest argument for BBT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.0% and operating margin at 46.1%. Revenue growth of 144.5% 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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bear Case : BBT

The primary concerns for BBT are Return on Equity, Piotroski F-Score, PEG Ratio.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 4.71 is elevated, increasing financial risk.

Key Dynamics to Monitor

BBT carries more volatility with a beta of 0.92 — expect wider price swings.

BBT is growing revenue faster at 144.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

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

Bottom Line

BBT scores higher overall (80/100 vs 77/100), backed by strong 21.0% margins and 144.5% 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.

Beacon Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Beacon Financial Corporation is the bank holding company for Beacon Bank & Trust that provides various banking solutions in New England and New York, the United States. The company is headquartered in Boston, Massachusetts.

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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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