WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsJohn Marshall Bancorp Inc (JMSB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 227869% more annual revenue ($138.95B vs $60.95M). JMSB leads profitability with a 34.8% profit margin vs 32.3%. ITUB trades at a lower P/E of 10.2x. ITUB earns a higher WallStSmart Score of 76/100 (B+).

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0

JMSB

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 7.5Value: 8.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued
JMSBUndervalued (+70.7%)

Margin of Safety

+70.7%

Fair Value

$69.73

Current Price

$19.91

$49.82 discount

UndervaluedFair: $69.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.3%10/10

Strong operational efficiency at 37.3%

Free Cash FlowQuality
$45.01B10/10

Generating 45.0B in free cash flow

Market CapQuality
$86.41B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

JMSB5 strengths · Avg: 9.2/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
34.8%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
49.3%10/10

Strong operational efficiency at 49.3%

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.3%8/10

Earnings expanding 26.3% YoY

Areas to Watch

ITUB1 concerns · Avg: 4.0/10
EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

JMSB1 concerns · Avg: 3.0/10
Market CapQuality
$276.88M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

Bull Case : ITUB

The strongest argument for ITUB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : JMSB

The strongest argument for JMSB centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 34.8% and operating margin at 49.3%. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : JMSB

The primary concerns for JMSB are Market Cap.

Key Dynamics to Monitor

JMSB carries more volatility with a beta of 0.49 — expect wider price swings.

JMSB is growing revenue faster at 11.9% — sustainability is the question.

ITUB generates stronger free cash flow (45.0B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 59/100), backed by strong 32.3% margins and 11.0% revenue growth. JMSB offers better value entry with a 70.7% margin of safety. 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.

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.

John Marshall Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

John Marshall Bancorp, Inc. is the bank holding company of John Marshall Bank offering banking products and financial services. The company is headquartered in Reston, Virginia.

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