WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsUnion Bankshares Inc (UNB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 249685% more annual revenue ($138.19B vs $55.32M). ITUB leads profitability with a 33.3% profit margin vs 20.9%. UNB trades at a lower P/E of 9.3x. 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

UNB

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 6.7Quality: 3.8
Piotroski: 4/9

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

UNB4 strengths · Avg: 9.3/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

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

UNB2 concerns · Avg: 2.0/10
Market CapQuality
$107.46M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
4.061/10

Elevated debt levels

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 : UNB

The strongest argument for UNB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 20.9% and operating margin at 23.6%. Revenue growth of 13.1% demonstrates continued momentum.

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 : UNB

The primary concerns for UNB are Market Cap, Debt/Equity. Debt-to-equity of 4.06 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

UNB carries more volatility with a beta of 0.27 — expect wider price swings.

UNB is growing revenue faster at 13.1% — sustainability is the question.

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

Bottom Line

ITUB scores higher overall (74/100 vs 62/100), 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.

Union Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Union Bankshares, Inc. is the banking holding company for Union Bank offering retail, commercial and municipal banking products and services in Northern Vermont and New Hampshire. The company is headquartered in Morrisville, Vermont.

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