WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 40535% more annual revenue ($138.95B vs $341.94M). ITUB leads profitability with a 32.3% profit margin vs 22.0%. ITUB trades at a lower P/E of 10.2x. 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

OBK

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 6.5Value: 8.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.04
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
OBKUndervalued (+60.6%)

Margin of Safety

+60.6%

Fair Value

$112.32

Current Price

$40.96

$71.36 discount

UndervaluedFair: $112.32Overvalued

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

OBK6 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
40.1%10/10

Strong operational efficiency at 40.1%

EPS GrowthGrowth
109.0%10/10

Earnings expanding 109.0% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

Areas to Watch

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

2.8% earnings growth

OBK3 concerns · Avg: 2.7/10
Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.3%3/10

ROE of 6.3% — 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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : OBK

The strongest argument for OBK centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 22.0% and operating margin at 40.1%. Revenue growth of 19.6% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

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 mature stock while OBK is a growth play — different risk/reward profiles.

OBK carries more volatility with a beta of 0.70 — expect wider price swings.

OBK is growing revenue faster at 19.6% — 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 69/100), backed by strong 32.3% margins and 11.0% revenue growth. OBK offers better value entry with a 60.6% 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.

Origin Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Origin Bancorp, Inc. is a prominent financial institution headquartered in Ruston, Louisiana, known for its comprehensive portfolio of banking and financial services tailored to individuals and businesses. Through its subsidiary, Origin Bank, the company delivers a robust suite of offerings including commercial banking, mortgage lending, and wealth management, underscoring its commitment to exceptional customer service and community involvement. With a strategic focus on leveraging advanced technology to enhance client engagement and operational capabilities, Origin Bancorp is well-positioned to capitalize on growth opportunities in the dynamic financial sector.

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