WallStSmart

BayCom Corp (BCML)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 143928% more annual revenue ($138.95B vs $96.47M). ITUB leads profitability with a 32.3% profit margin vs 24.8%. ITUB trades at a lower P/E of 10.2x. ITUB earns a higher WallStSmart Score of 76/100 (B+).

BCML

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 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

BCMLUndervalued (+53.4%)

Margin of Safety

+53.4%

Fair Value

$65.05

Current Price

$29.28

$35.77 discount

UndervaluedFair: $65.05Overvalued
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

BCML4 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

Profit MarginProfitability
24.8%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

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

BCML2 concerns · Avg: 3.0/10
Market CapQuality
$314.07M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : BCML

The strongest argument for BCML centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 24.8% and operating margin at 36.9%.

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 : BCML

The primary concerns for BCML are Market Cap, Return on Equity.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

BCML carries more volatility with a beta of 0.31 — 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 63/100), backed by strong 32.3% margins and 11.0% revenue growth. BCML offers better value entry with a 53.4% 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.

BayCom Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BayCom Corp is the banking holding company for United Business Bank providing various financial services to businesses, business owners and individuals. The company is headquartered in Walnut Creek, California.

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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