WallStSmart

Citizens Financial Group, Inc. (CFG)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 1653% more annual revenue ($138.19B vs $7.88B). ITUB leads profitability with a 33.3% profit margin vs 25.1%. ITUB appears more attractively valued with a PEG of 1.35. CFG earns a higher WallStSmart Score of 77/100 (B+).

CFG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 5.7Quality: 7.0
Piotroski: 6/9Altman Z: 0.27

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

CFG5 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Profit MarginProfitability
25.1%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
46.8%8/10

Earnings expanding 46.8% YoY

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.8x10/10

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
$87.62B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

CFG3 concerns · Avg: 3.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Altman Z-ScoreHealth
0.272/10

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 : CFG

The strongest argument for CFG centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 32.1%. Revenue growth of 13.8% 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 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : CFG

The primary concerns for CFG are PEG Ratio, Return on Equity, 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

CFG profiles as a mature stock while ITUB is a declining play — different risk/reward profiles.

CFG carries more volatility with a beta of 1.02 — expect wider price swings.

CFG is growing revenue faster at 13.8% — sustainability is the question.

CFG generates stronger free cash flow (237M), providing more financial flexibility.

Bottom Line

CFG scores higher overall (77/100 vs 74/100), backed by strong 25.1% margins and 13.8% 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.

Citizens Financial Group, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Citizens Financial Group, Inc. is an American bank headquartered in Providence, Rhode Island.

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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