WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsU.S. Bancorp (USB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 406% more annual revenue ($138.19B vs $27.32B). ITUB leads profitability with a 33.3% profit margin vs 29.9%. ITUB appears more attractively valued with a PEG of 1.46. USB earns a higher WallStSmart Score of 75/100 (B).

ITUB

Strong Buy

73

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

USB

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
10.6x10/10

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
$93.47B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

USB6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Market CapQuality
$100.43B9/10

Large-cap with strong market position

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

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

USB3 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
-0.362/10

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 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : USB

The strongest argument for USB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.9% and operating margin at 39.7%. Revenue growth of 10.4% 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 : USB

The primary concerns for USB are PEG Ratio, Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

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

USB carries more volatility with a beta of 0.98 — expect wider price swings.

USB is growing revenue faster at 10.4% — sustainability is the question.

USB generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

USB scores higher overall (75/100 vs 73/100), backed by strong 29.9% margins and 10.4% revenue growth. 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.

U.S. Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

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