WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 111172% more annual revenue ($138.19B vs $124.19M). OBT leads profitability with a 35.6% profit margin vs 33.3%. ITUB trades at a lower P/E of 10.6x. ITUB earns a higher WallStSmart Score of 73/100 (B).

ITUB

Strong Buy

73

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

OBT

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 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: 9.3/10
P/E RatioValuation
10.6x10/10

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
$93.47B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.6%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

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

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$521.30M3/10

Smaller company, higher risk/reward

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 33.3% and operating margin at 33.1%. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 46.1%. Revenue growth of 17.0% 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 : OBT

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

Key Dynamics to Monitor

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

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

OBT is growing revenue faster at 17.0% — sustainability is the question.

OBT generates stronger free cash flow (10M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (73/100 vs 64/100), 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.

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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