Itau Unibanco Banco Holding SA (ITUB)vsKKR & Co LP (KKR)
ITUB
Itau Unibanco Banco Holding SA
$8.37
+2.32%
FINANCIAL SERVICES · Cap: $90.15B
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Itau Unibanco Banco Holding SA generates 445% more annual revenue ($138.19B vs $25.38B). ITUB leads profitability with a 33.3% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. ITUB earns a higher WallStSmart Score of 74/100 (B).
ITUB
Strong Buy74
out of 100
Grade: B
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 33.1%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Areas to Watch
Revenue declined 2.1%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : ITUB
The primary concerns for ITUB are Revenue Growth, Free Cash Flow.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
ITUB is growing revenue faster at -2.1% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITUB scores higher overall (74/100 vs 48/100), backed by strong 33.3% margins. Both earn "Strong Buy" and "Hold" 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.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
Compare with Other BANKS - REGIONAL Stocks
Want to dig deeper into these stocks?