WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsNortheast Bancorp (NBN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 65106% more annual revenue ($138.95B vs $213.09M). NBN leads profitability with a 40.9% profit margin vs 32.3%. 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

NBN

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 4.7Quality: 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

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued
NBNSignificantly Overvalued (-71.8%)

Margin of Safety

-71.8%

Fair Value

$70.52

Current Price

$109.31

$38.79 premium

UndervaluedFair: $70.52Overvalued

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

NBN4 strengths · Avg: 9.5/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
40.9%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
60.1%10/10

Strong operational efficiency at 60.1%

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

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

2.8% earnings growth

NBN4 concerns · Avg: 2.3/10
Market CapQuality
$910.59M3/10

Smaller company, higher risk/reward

PEG RatioValuation
5.272/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.1%2/10

Revenue declined 3.1%

EPS GrowthGrowth
-9.9%2/10

Earnings declined 9.9%

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 : NBN

The strongest argument for NBN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 40.9% and operating margin at 60.1%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : NBN

The primary concerns for NBN are Market Cap, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

ITUB profiles as a mature stock while NBN is a declining play — different risk/reward profiles.

NBN carries more volatility with a beta of 0.60 — 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 54/100), backed by strong 32.3% margins and 11.0% revenue growth. 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.

Northeast Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Northeast Bank offers personal and business banking services in Maine, United States. The company is headquartered in Portland, Maine.

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