WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsM&T Bank Corporation (MTB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 1413% more annual revenue ($138.95B vs $9.19B). ITUB leads profitability with a 32.3% profit margin vs 31.0%. ITUB appears more attractively valued with a PEG of 1.30. 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

MTB

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 10.0Quality: 5.5
Piotroski: 6/9Altman Z: -0.32
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
MTBUndervalued (+66.0%)

Margin of Safety

+66.0%

Fair Value

$689.52

Current Price

$204.75

$484.77 discount

UndervaluedFair: $689.52Overvalued

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

MTB5 strengths · Avg: 9.6/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.0%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
41.4%10/10

Strong operational efficiency at 41.4%

EPS GrowthGrowth
21.1%8/10

Earnings expanding 21.1% YoY

Areas to Watch

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

2.8% earnings growth

MTB3 concerns · Avg: 3.3/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Altman Z-ScoreHealth
-0.322/10

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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : MTB

The strongest argument for MTB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 31.0% and operating margin at 41.4%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : MTB

The primary concerns for MTB are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

ITUB profiles as a mature stock while MTB is a value play — different risk/reward profiles.

MTB carries more volatility with a beta of 0.59 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — 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 71/100), backed by strong 32.3% margins and 11.0% revenue growth. MTB offers better value entry with a 66.0% 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.

M&T Bank Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

M&T Bank Corporation is an American bank holding company headquartered in Buffalo, New York.

Visit Website →

Want to dig deeper into these stocks?