WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsSR Bancorp, Inc. Common stock (SRBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 429182% more annual revenue ($138.19B vs $32.19M). ITUB leads profitability with a 33.3% profit margin vs 14.4%. ITUB trades at a lower P/E of 9.6x. 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

SRBK

Buy

51

out of 100

Grade: C-

Growth: 8.7Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 5/9Altman Z: -0.52

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

SRBK3 strengths · Avg: 9.7/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

EPS GrowthGrowth
100.0%10/10

Earnings expanding 100.0% YoY

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

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

SRBK4 concerns · Avg: 3.0/10
P/E RatioValuation
32.5x4/10

Premium valuation, high expectations priced in

Market CapQuality
$139.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

Altman Z-ScoreHealth
-0.522/10

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 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : SRBK

The strongest argument for SRBK centers on Price/Book, EPS Growth, Debt/Equity.

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 : SRBK

The primary concerns for SRBK are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

ITUB profiles as a declining stock while SRBK is a value play — different risk/reward profiles.

SRBK carries more volatility with a beta of 0.65 — expect wider price swings.

SRBK is growing revenue faster at 7.6% — sustainability is the question.

SRBK generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 51/100), 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.

SR Bancorp, Inc. Common stock

FINANCIAL SERVICES · BANKS - REGIONAL · USA

SR Bancorp, Inc., through its subsidiary, Somerset Savings Bank, SLA, provides commercial banking services. The company is headquartered in Bound Brook, New Jersey.

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