WallStSmart

First Bancorp (FBNC)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 35032% more annual revenue ($138.19B vs $393.33M). ITUB leads profitability with a 33.3% profit margin vs 30.8%. ITUB appears more attractively valued with a PEG of 1.35. ITUB earns a higher WallStSmart Score of 74/100 (B).

FBNC

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 7.0Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: -0.42

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

FBNC5 strengths · Avg: 9.2/10
Profit MarginProfitability
30.8%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
50.5%10/10

Strong operational efficiency at 50.5%

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
28.0%8/10

Earnings expanding 28.0% 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

FBNC3 concerns · Avg: 3.0/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Altman Z-ScoreHealth
-0.422/10

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 : FBNC

The strongest argument for FBNC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 30.8% and operating margin at 50.5%. Revenue growth of 13.9% 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 : FBNC

The primary concerns for FBNC 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

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

FBNC carries more volatility with a beta of 0.83 — expect wider price swings.

FBNC is growing revenue faster at 13.9% — sustainability is the question.

FBNC generates stronger free cash flow (59M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 71/100), 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.

First Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Bancorp is First Bank's banking holding company providing banking products and services for individuals and small and medium-sized businesses primarily in North Carolina and northeastern South Carolina. The company is headquartered in Southern Pines, North Carolina.

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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