WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsNorthfield Bancorp Inc (NFBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 89161% more annual revenue ($138.19B vs $154.81M). ITUB leads profitability with a 33.3% profit margin vs 3.1%. ITUB appears more attractively valued with a PEG of 1.32. 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

NFBK

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 5.5Value: 3.0Quality: 5.0
Piotroski: 2/9Altman Z: -0.42

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

NFBK4 strengths · Avg: 9.5/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
47.8%10/10

Strong operational efficiency at 47.8%

EPS GrowthGrowth
56.7%10/10

Earnings expanding 56.7% YoY

Revenue GrowthGrowth
24.5%8/10

Revenue surging 24.5% year-over-year

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

NFBK4 concerns · Avg: 3.0/10
Market CapQuality
$606.41M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Debt/EquityHealth
1.283/10

Elevated debt levels

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 : NFBK

The strongest argument for NFBK centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.5% 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 : NFBK

The primary concerns for NFBK are Market Cap, Return on Equity, Profit Margin. A P/E of 111.7x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

ITUB profiles as a declining stock while NFBK is a growth play — different risk/reward profiles.

NFBK carries more volatility with a beta of 0.71 — expect wider price swings.

NFBK is growing revenue faster at 24.5% — sustainability is the question.

NFBK generates stronger free cash flow (20M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 65/100), backed by strong 33.3% margins. 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.

Northfield Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Northfield Bancorp, Inc. (Staten Island, NY) is the banking holding company for Northfield Bank providing various banking services primarily to individual and corporate clients. The company is headquartered in Woodbridge, New Jersey.

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