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 423416% more annual revenue ($138.95B vs $32.81M). ITUB leads profitability with a 32.3% profit margin vs 20.7%. 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

SSBI

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 6.0Value: 5.0Quality: 5.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued

Intrinsic value data unavailable for SSBI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.2x10/10

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
$86.41B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

SSBI4 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Profit MarginProfitability
20.7%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
33.3%8/10

Earnings expanding 33.3% YoY

Areas to Watch

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

2.8% earnings growth

SSBI3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Market CapQuality
$89.72M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — 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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : SSBI

The strongest argument for SSBI centers on Price/Book, Debt/Equity, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 19.0%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : SSBI

The primary concerns for SSBI are Revenue Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

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

ITUB carries more volatility with a beta of 0.21 — expect wider price swings.

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

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

Bottom Line

ITUB scores higher overall (76/100 vs 64/100), backed by strong 32.3% margins and 11.0% revenue growth. 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.

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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