WallStSmart

Sierra Bancorp (BSRR)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 93041% more annual revenue ($138.95B vs $149.18M). ITUB leads profitability with a 32.3% profit margin vs 28.4%. ITUB appears more attractively valued with a PEG of 1.30. ITUB earns a higher WallStSmart Score of 76/100 (B+).

BSRR

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 10.0Quality: 5.8
Piotroski: 4/9

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

BSRRUndervalued (+74.7%)

Margin of Safety

+74.7%

Fair Value

$145.55

Current Price

$33.50

$112.05 discount

UndervaluedFair: $145.55Overvalued
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

BSRR5 strengths · Avg: 9.4/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.7%10/10

Strong operational efficiency at 42.7%

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

EPS GrowthGrowth
32.3%8/10

Earnings expanding 32.3% YoY

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

BSRR2 concerns · Avg: 3.0/10
Market CapQuality
$437.51M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.423/10

Elevated debt levels

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : BSRR

The strongest argument for BSRR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.4% and operating margin at 42.7%. Revenue growth of 13.2% 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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : BSRR

The primary concerns for BSRR are Market Cap, Debt/Equity.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

BSRR carries more volatility with a beta of 0.75 — expect wider price swings.

BSRR is growing revenue faster at 13.2% — 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

BSRR scores higher overall (76/100 vs 76/100), backed by strong 28.4% margins and 13.2% 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.

Sierra Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Sierra Bancorp is the bank holding company for Bank of the Sierra that provides retail and business banking services to individuals and businesses in California. The company is headquartered in Porterville, 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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