WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsNorthpointe Bancshares, Inc. (NPB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 55766% more annual revenue ($143.71B vs $257.25M). NPB leads profitability with a 34.9% profit margin vs 32.6%. NPB trades at a lower P/E of 7.5x. ITUB earns a higher WallStSmart Score of 77/100 (B+).

ITUB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

NPB

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: -0.50

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Free Cash FlowQuality
$70.94B10/10

Generating 70.9B in free cash flow

Market CapQuality
$91.48B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

NPB4 strengths · Avg: 10.0/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
34.9%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
45.1%10/10

Strong operational efficiency at 45.1%

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
4.711/10

Elevated debt levels

NPB3 concerns · Avg: 2.0/10
Market CapQuality
$597.57M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

Debt/EquityHealth
2.661/10

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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bull Case : NPB

The strongest argument for NPB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.9% and operating margin at 45.1%.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 4.71 is elevated, increasing financial risk.

Bear Case : NPB

The primary concerns for NPB are Market Cap, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

ITUB is growing revenue faster at 17.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

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

Bottom Line

ITUB scores higher overall (77/100 vs 66/100), backed by strong 32.6% margins and 17.5% revenue growth. 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.

Northpointe Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Northpointe Bancshares, Inc. is the bank holding company for Northpointe Bank provides various banking products and services. The company is headquartered in Grand Rapids, Michigan.

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