WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsPeapack-Gladstone Financial (PGC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 50356% more annual revenue ($138.19B vs $273.87M). ITUB leads profitability with a 33.3% profit margin vs 16.0%. PGC appears more attractively valued with a PEG of 0.64. PGC earns a higher WallStSmart Score of 76/100 (B+).

ITUB

Strong Buy

74

out of 100

Grade: B

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

PGC

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 6.5Value: 6.3Quality: 5.0

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

PGC5 strengths · Avg: 8.8/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
86.0%10/10

Earnings expanding 86.0% YoY

PEG RatioValuation
0.648/10

Growing faster than its price suggests

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Revenue GrowthGrowth
25.5%8/10

Revenue surging 25.5% year-over-year

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

PGC2 concerns · Avg: 3.0/10
Market CapQuality
$800.34M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — 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 : PGC

The strongest argument for PGC centers on Price/Book, EPS Growth, PEG Ratio. Profitability is solid with margins at 16.0% and operating margin at 28.1%. Revenue growth of 25.5% 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 : PGC

The primary concerns for PGC are Market Cap, Return on Equity.

Key Dynamics to Monitor

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

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

PGC is growing revenue faster at 25.5% — sustainability is the question.

PGC generates stronger free cash flow (23M), providing more financial flexibility.

Bottom Line

PGC scores higher overall (76/100 vs 74/100), backed by strong 16.0% margins and 25.5% revenue growth. 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.

Peapack-Gladstone Financial

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Peapack-Gladstone Financial Corporation is the banking holding company for Peapack-Gladstone Bank providing private banking and wealth management services in the United States. The company is headquartered in Bedminster, New Jersey.

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