WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsTruist Financial Corp (TFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 641% more annual revenue ($138.19B vs $18.66B). ITUB leads profitability with a 33.3% profit margin vs 29.6%. TFC appears more attractively valued with a PEG of 1.18. TFC earns a higher WallStSmart Score of 75/100 (B).

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 5.0

TFC

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.3Quality: 4.3
Piotroski: 6/9Altman Z: 0.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

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
$90.15B9/10

Large-cap with strong market position

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

TFC6 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.0%10/10

Strong operational efficiency at 39.0%

Market CapQuality
$61.97B9/10

Large-cap with strong market position

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
25.3%8/10

Earnings expanding 25.3% YoY

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

TFC1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.122/10

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 1.35 suggests the stock is reasonably priced for its growth.

Bull Case : TFC

The strongest argument for TFC centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 29.6% and operating margin at 39.0%. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are Revenue Growth, Free Cash Flow.

Bear Case : TFC

The primary concerns for TFC are Altman Z-Score.

Key Dynamics to Monitor

ITUB profiles as a declining stock while TFC is a mature play — different risk/reward profiles.

TFC carries more volatility with a beta of 0.91 — expect wider price swings.

TFC is growing revenue faster at 5.2% — sustainability is the question.

TFC generates stronger free cash flow (679M), providing more financial flexibility.

Bottom Line

TFC scores higher overall (75/100 vs 74/100), backed by strong 29.6% margins. 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.

Truist Financial Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. Its bank operates 2,781 branches in 15 states and Washington, D.C., and offers consumer and commercial banking, securities brokerage, asset management, mortgage, and insurance products and services.

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