WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsSummit State Bank (SSBI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 526634% more annual revenue ($143.71B vs $27.28M). ITUB leads profitability with a 32.6% profit margin vs 8.3%. ITUB trades at a lower P/E of 10.0x. ITUB earns a higher WallStSmart Score of 77/100 (B+).

ITUB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

SSBI

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 4.7Quality: 5.8
Piotroski: 5/9Altman Z: 0.33

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Free Cash FlowQuality
$70.94B10/10

Generating 70.9B in free cash flow

Market CapQuality
$91.48B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

SSBI2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
4.711/10

Elevated debt levels

SSBI4 concerns · Avg: 3.0/10
P/E RatioValuation
39.5x4/10

Premium valuation, high expectations priced in

Market CapQuality
$82.89M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Revenue GrowthGrowth
-54.3%2/10

Revenue declined 54.3%

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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bull Case : SSBI

The strongest argument for SSBI centers on Price/Book, Debt/Equity.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 4.71 is elevated, increasing financial risk.

Bear Case : SSBI

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

Key Dynamics to Monitor

ITUB profiles as a growth stock while SSBI is a value play — different risk/reward profiles.

SSBI carries more volatility with a beta of 0.20 — expect wider price swings.

ITUB is growing revenue faster at 17.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (77/100 vs 32/100), backed by strong 32.6% margins and 17.5% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

Summit State Bank

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Summit State Bank offers a variety of banking products and services to individuals and businesses primarily in Sonoma County, California. The company is headquartered in Santa Rosa, California.

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