WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsPNC Financial Services Group Inc (PNC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 523% more annual revenue ($138.95B vs $22.32B). ITUB leads profitability with a 32.3% profit margin vs 31.1%. ITUB appears more attractively valued with a PEG of 1.37. 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

PNC

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 10.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.15
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$7.84

$0.85 premium

UndervaluedFair: $8.69Overvalued
PNCUndervalued (+74.0%)

Margin of Safety

+74.0%

Fair Value

$775.01

Current Price

$201.71

$573.30 discount

UndervaluedFair: $775.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.5x10/10

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
$88.83B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

PNC6 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.1%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$81.55B9/10

Large-cap with strong market position

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
29.1%8/10

Earnings expanding 29.1% YoY

Areas to Watch

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

2.8% earnings growth

PNC2 concerns · Avg: 3.0/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.152/10

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 : PNC

The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 39.3%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : PNC

The primary concerns for PNC are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

PNC carries more volatility with a beta of 0.97 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — sustainability is the question.

ITUB generates stronger free cash flow (45.0B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 73/100), backed by strong 32.3% margins and 11.0% revenue growth. PNC offers better value entry with a 74.0% 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.

PNC Financial Services Group Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

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