WallStSmart

BankUnited Inc (BKU)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 13263% more annual revenue ($138.19B vs $1.03B). ITUB leads profitability with a 33.3% profit margin vs 26.3%. BKU appears more attractively valued with a PEG of 0.27. ITUB earns a higher WallStSmart Score of 74/100 (B).

BKU

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.7Quality: 5.0
Piotroski: 6/9Altman Z: 1.05

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

BKU5 strengths · Avg: 9.4/10
PEG RatioValuation
0.2710/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

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

BKU2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Altman Z-ScoreHealth
1.052/10

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 : BKU

The strongest argument for BKU centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.3% and operating margin at 32.4%. PEG of 0.27 suggests the stock is reasonably priced for its growth.

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 : BKU

The primary concerns for BKU are Revenue Growth, 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

BKU profiles as a value stock while ITUB is a declining play — different risk/reward profiles.

BKU carries more volatility with a beta of 1.18 — expect wider price swings.

BKU is growing revenue faster at 3.7% — sustainability is the question.

BKU generates stronger free cash flow (18M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 69/100), backed by strong 33.3% margins. 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.

BankUnited Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BankUnited, Inc. is the banking holding company for BankUnited, a national banking association offering a range of banking services in the United States. The company is headquartered in Miami Lakes, Florida.

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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