WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOrigin Bancorp, Inc. (OBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 39337% more annual revenue ($138.19B vs $350.40M). ITUB leads profitability with a 33.3% profit margin vs 23.0%. ITUB trades at a lower P/E of 9.7x. 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: 5.0

OBK

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.04

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

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
$90.15B9/10

Large-cap with strong market position

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

OBK5 strengths · Avg: 9.4/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

EPS GrowthGrowth
25.4%8/10

Earnings expanding 25.4% YoY

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

OBK3 concerns · Avg: 2.7/10
Market CapQuality
$1.44B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — below average capital efficiency

Altman Z-ScoreHealth
0.042/10

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 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bull Case : OBK

The strongest argument for OBK centers on Price/Book, Operating Margin, Debt/Equity. Profitability is solid with margins at 23.0% and operating margin at 38.5%.

Bear Case : ITUB

The primary concerns for ITUB are Revenue Growth, Free Cash Flow.

Bear Case : OBK

The primary concerns for OBK are Market Cap, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

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

OBK carries more volatility with a beta of 0.73 — expect wider price swings.

OBK is growing revenue faster at 9.3% — sustainability is the question.

OBK generates stronger free cash flow (48M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 60/100), 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.

Origin Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Origin Bancorp, Inc. is a leading financial institution based in Ruston, Louisiana, offering a diverse range of banking and financial services to both individuals and businesses. Through its wholly-owned subsidiary, Origin Bank, the company provides an extensive array of services including commercial banking, mortgage lending, and wealth management, emphasizing its dedication to superior customer service and community engagement. With a strong commitment to leveraging innovative technology to optimize client interactions and streamline operations, Origin Bancorp is strategically positioned to seize growth opportunities within the evolving financial landscape.

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