WallStSmart

Carter Bank and Trust (CARE)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 50112% more annual revenue ($143.71B vs $286.21M). CARE leads profitability with a 44.9% profit margin vs 32.6%. CARE trades at a lower P/E of 5.4x. ITUB earns a higher WallStSmart Score of 77/100 (B+).

CARE

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 8.0Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: -0.68

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

CARE6 strengths · Avg: 10.0/10
P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
44.9%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
55.0%10/10

Strong operational efficiency at 55.0%

Revenue GrowthGrowth
68.3%10/10

Revenue surging 68.3% year-over-year

EPS GrowthGrowth
253.9%10/10

Earnings expanding 253.9% YoY

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

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
$91.48B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

CARE3 concerns · Avg: 2.3/10
Market CapQuality
$723.41M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-262.89M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.682/10

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 : CARE

The strongest argument for CARE centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 44.9% and operating margin at 55.0%. Revenue growth of 68.3% 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 : CARE

The primary concerns for CARE are Market Cap, Free Cash Flow, Altman Z-Score.

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

CARE carries more volatility with a beta of 0.50 — expect wider price swings.

CARE is growing revenue faster at 68.3% — 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

CARE scores higher overall (77/100 vs 77/100), backed by strong 44.9% margins and 68.3% 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.

Carter Bank and Trust

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Carter Bankshares, Inc. is the banking holding company for Carter Bank & Trust offering a variety of banking products and services. The company is headquartered in Martinsville, Virginia.

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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