WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsLendingClub Corp (LC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 9971% more annual revenue ($138.19B vs $1.37B). ITUB leads profitability with a 33.3% profit margin vs 12.8%. ITUB trades at a lower P/E of 9.6x. ITUB earns a higher WallStSmart Score of 74/100 (B).

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

LC

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 6.0Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.66

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

LC5 strengths · Avg: 9.2/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
340.0%10/10

Earnings expanding 340.0% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Areas to Watch

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

LC2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-644.77M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.662/10

Distress zone — elevated risk

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 33.3% and operating margin at 33.1%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : LC

The strongest argument for LC centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 12.5% demonstrates continued momentum.

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.

Bear Case : LC

The primary concerns for LC are Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

ITUB profiles as a declining stock while LC is a value play — different risk/reward profiles.

LC carries more volatility with a beta of 1.97 — expect wider price swings.

LC is growing revenue faster at 12.5% — sustainability is the question.

LC generates stronger free cash flow (-645M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 68/100), 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.

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.

LendingClub Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

LendingClub Corporation, is a banking holding company for LendingClub Bank, a National Association that offers a range of financial products and services through a technology-driven platform in the United States. The company is headquartered in San Francisco, California.

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