WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsPathfinder Bancorp Inc (PBHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 460950% more annual revenue ($138.19B vs $29.97M). ITUB leads profitability with a 33.3% profit margin vs -8.3%. 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: 3.3
Piotroski: 3/9

PBHC

Hold

37

out of 100

Grade: F

Growth: 4.7Profit: 4.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 1.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

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
$86.63B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

PBHC2 strengths · Avg: 9.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
27.1%8/10

Strong operational efficiency at 27.1%

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

PBHC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Market CapQuality
$94.03M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-3.2%2/10

ROE of -3.2% — below average capital efficiency

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 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : PBHC

The strongest argument for PBHC centers on Price/Book, Operating Margin.

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 : PBHC

The primary concerns for PBHC are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

ITUB profiles as a declining stock while PBHC is a turnaround play — different risk/reward profiles.

ITUB carries more volatility with a beta of 0.22 — expect wider price swings.

ITUB is growing revenue faster at -2.1% — sustainability is the question.

PBHC generates stronger free cash flow (-675,000), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 37/100), backed by strong 33.3% margins. Both earn "Strong Buy" and "Hold" 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.

Pathfinder Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Pathfinder Bancorp, Inc. is a portfolio company of Pathfinder Bank offering various banking and financial products and services primarily in Oswego and Onondaga Counties, New York. The company is headquartered in Oswego, New York.

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