WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOrange County Bancorp Inc (OBT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 117051% more annual revenue ($143.71B vs $122.67M). OBT leads profitability with a 38.6% profit margin vs 32.6%. ITUB trades at a lower P/E of 10.0x. 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

OBT

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.59

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

OBT5 strengths · Avg: 9.4/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

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

OBT3 concerns · Avg: 2.3/10
Market CapQuality
$519.16M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-5.0%2/10

Revenue declined 5.0%

Altman Z-ScoreHealth
-0.592/10

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

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 38.6% and operating margin at 40.9%.

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 : OBT

The primary concerns for OBT are Market Cap, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

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

OBT carries more volatility with a beta of 0.42 — expect wider price swings.

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

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

Bottom Line

ITUB scores higher overall (77/100 vs 58/100), backed by strong 32.6% margins and 17.5% 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.

Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a prominent community-oriented financial institution based in Orange County, New York, offering a wide array of banking and financial services tailored for both individuals and businesses. Committed to personal and commercial lending, as well as wealth management, the bank fosters deep community connections that contribute to regional economic development. As a publicly traded entity, OBT emphasizes sustainable growth and robust risk management practices, making it an attractive investment opportunity for institutional investors looking to capitalize on the vibrant regional banking market.

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