WallStSmart

Commerce Bancshares Inc (CBSH)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 7692% more annual revenue ($143.71B vs $1.84B). ITUB leads profitability with a 32.6% profit margin vs 31.6%. ITUB appears more attractively valued with a PEG of 1.26. ITUB earns a higher WallStSmart Score of 77/100 (B+).

CBSH

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 5.7Quality: 6.3
Piotroski: 3/9

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

CBSH4 strengths · Avg: 9.0/10
Profit MarginProfitability
31.6%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
45.1%10/10

Strong operational efficiency at 45.1%

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

CBSH3 concerns · Avg: 3.7/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

EPS GrowthGrowth
1.2%4/10

1.2% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : CBSH

The strongest argument for CBSH centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 31.6% and operating margin at 45.1%. Revenue growth of 14.2% 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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bear Case : CBSH

The primary concerns for CBSH are PEG Ratio, EPS Growth, Piotroski F-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

CBSH profiles as a mature stock while ITUB is a growth play — different risk/reward profiles.

CBSH carries more volatility with a beta of 0.58 — expect wider price swings.

ITUB is growing revenue faster at 17.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (77/100 vs 65/100), backed by strong 32.6% margins and 17.5% revenue growth. 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.

Commerce Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Commerce Bancshares, Inc. is the banking holding company for Commerce Bank providing retail, mortgage banking, corporate, investment, trust and asset management products and services to individuals and businesses in the United States. The company is headquartered in Kansas City, Missouri.

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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