WallStSmart

Banco Santander Brasil SA ADR (BSBR)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 202% more annual revenue ($138.19B vs $45.72B). ITUB leads profitability with a 33.3% profit margin vs 28.2%. BSBR appears more attractively valued with a PEG of 0.42. ITUB earns a higher WallStSmart Score of 74/100 (B).

BSBR

Strong Buy

70

out of 100

Grade: B-

Growth: 5.3Profit: 8.0Value: 7.7Quality: 3.0
Piotroski: 3/9Altman Z: -0.20

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

BSBR6 strengths · Avg: 9.7/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Free Cash FlowQuality
$38.94B10/10

Generating 38.9B in free cash flow

Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
28.2%9/10

Keeps 28 of every $100 in revenue as profit

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

BSBR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Debt/EquityHealth
1.063/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : BSBR

The strongest argument for BSBR centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.2% and operating margin at 43.0%. PEG of 0.42 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 : BSBR

The primary concerns for BSBR are Revenue Growth, EPS Growth, Debt/Equity.

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

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

ITUB carries more volatility with a beta of 0.22 — expect wider price swings.

BSBR is growing revenue faster at 0.4% — sustainability is the question.

BSBR generates stronger free cash flow (38.9B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 70/100), 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.

Banco Santander Brasil SA ADR

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Banco Santander (Brasil) SA offers various banking products and services to individuals, small and medium-sized companies and corporate clients in Brazil and internationally. The company is headquartered in So Paulo, Brazil.

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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