WallStSmart

Financial Institutions Inc (FISI)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 57614% more annual revenue ($138.19B vs $239.43M). ITUB leads profitability with a 33.3% profit margin vs 33.0%. ITUB appears more attractively valued with a PEG of 1.32. FISI earns a higher WallStSmart Score of 76/100 (B+).

FISI

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 7.0Quality: 5.3
Piotroski: 5/9

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

FISI5 strengths · Avg: 9.6/10
P/E RatioValuation
9.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
42.9%10/10

Strong operational efficiency at 42.9%

EPS GrowthGrowth
28.4%8/10

Earnings expanding 28.4% YoY

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

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
$86.63B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

FISI1 concerns · Avg: 3.0/10
Market CapQuality
$730.56M3/10

Smaller company, higher risk/reward

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 : FISI

The strongest argument for FISI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.0% and operating margin at 42.9%. Revenue growth of 11.3% 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 33.3% and operating margin at 33.1%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : FISI

The primary concerns for FISI are Market Cap.

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

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

FISI carries more volatility with a beta of 0.67 — expect wider price swings.

FISI is growing revenue faster at 11.3% — sustainability is the question.

FISI generates stronger free cash flow (23M), providing more financial flexibility.

Bottom Line

FISI scores higher overall (76/100 vs 74/100), backed by strong 33.0% margins and 11.3% 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.

Financial Institutions Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Financial Institutions, Inc. is a holding company of the Five Star Bank that provides banking and financial services to individuals, municipalities and businesses. The company is headquartered in Warsaw, New York.

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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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