WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsLake Shore Bancorp Inc (LSBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 500177% more annual revenue ($138.95B vs $27.77M). ITUB leads profitability with a 32.3% profit margin vs 24.5%. 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

LSBK

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 6.5Value: 8.3Quality: 4.8
Piotroski: 3/9
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
LSBKUndervalued (+65.7%)

Margin of Safety

+65.7%

Fair Value

$44.93

Current Price

$15.39

$29.54 discount

UndervaluedFair: $44.93Overvalued

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

LSBK6 strengths · Avg: 8.8/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.0%10/10

Strong operational efficiency at 37.0%

Profit MarginProfitability
24.5%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
20.1%8/10

Revenue surging 20.1% year-over-year

EPS GrowthGrowth
35.5%8/10

Earnings expanding 35.5% YoY

Areas to Watch

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

2.8% earnings growth

LSBK3 concerns · Avg: 3.0/10
Market CapQuality
$110.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : LSBK

The strongest argument for LSBK centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 24.5% and operating margin at 37.0%. Revenue growth of 20.1% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : LSBK

The primary concerns for LSBK are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

ITUB profiles as a mature stock while LSBK is a growth play — different risk/reward profiles.

LSBK carries more volatility with a beta of 0.29 — expect wider price swings.

LSBK is growing revenue faster at 20.1% — sustainability is the question.

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

Bottom Line

ITUB scores higher overall (76/100 vs 64/100), backed by strong 32.3% margins and 11.0% revenue growth. LSBK offers better value entry with a 65.7% 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.

Lake Shore Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Lake Shore Bancorp, Inc. is the savings and loan holding company of Lake Shore Savings Bank offering banking products and services.

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