WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsMizuho Financial Group Inc. (MFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mizuho Financial Group Inc. generates 2792% more annual revenue ($4.02T vs $138.95B). ITUB leads profitability with a 32.3% profit margin vs 26.1%. MFG appears more attractively valued with a PEG of 0.88. 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

MFG

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 9.0Value: 10.0Quality: 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

$7.84

$0.85 premium

UndervaluedFair: $8.69Overvalued
MFGUndervalued (+42.4%)

Margin of Safety

+42.4%

Fair Value

$17.51

Current Price

$7.59

$9.92 discount

UndervaluedFair: $17.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.5x10/10

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
$88.83B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

MFG6 strengths · Avg: 9.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.3%10/10

Strong operational efficiency at 36.3%

Market CapQuality
$94.67B9/10

Large-cap with strong market position

Profit MarginProfitability
26.1%9/10

Keeps 26 of every $100 in revenue as profit

PEG RatioValuation
0.888/10

Growing faster than its price suggests

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Areas to Watch

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

2.8% earnings growth

MFG0 concerns · Avg: 0/10

No major concerns identified

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 : MFG

The strongest argument for MFG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 26.1% and operating margin at 36.3%. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : MFG

No major red flags identified for MFG, but monitor valuation.

Key Dynamics to Monitor

ITUB carries more volatility with a beta of 0.21 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — sustainability is the question.

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

Bottom Line

ITUB scores higher overall (76/100 vs 74/100), backed by strong 32.3% margins and 11.0% revenue growth. MFG offers better value entry with a 42.4% margin of safety. 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.

Mizuho Financial Group Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Mizuho Financial Group, Inc. engages in banking, trusts, securities and other businesses related to financial services in Japan, America, Europe, Asia / Oceania and internationally. The company is headquartered in Tokyo, Japan.

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