WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsUnivest Corporation Pennsylvania (UVSP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 42609% more annual revenue ($138.19B vs $323.55M). ITUB leads profitability with a 33.3% profit margin vs 29.5%. UVSP appears more attractively valued with a PEG of 1.30. UVSP earns a higher WallStSmart Score of 76/100 (B+).

ITUB

Strong Buy

73

out of 100

Grade: B

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

UVSP

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: -0.65

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
2.3x8/10

Reasonable price relative to book value

UVSP6 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Profit MarginProfitability
29.5%9/10

Keeps 30 of every $100 in revenue as profit

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
24.7%8/10

Earnings expanding 24.7% 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

UVSP2 concerns · Avg: 2.5/10
Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.652/10

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 : UVSP

The strongest argument for UVSP centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 29.5% and operating margin at 40.7%. Revenue growth of 12.1% 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 : UVSP

The primary concerns for UVSP are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

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

UVSP carries more volatility with a beta of 0.65 — expect wider price swings.

UVSP is growing revenue faster at 12.1% — sustainability is the question.

UVSP generates stronger free cash flow (22M), providing more financial flexibility.

Bottom Line

UVSP scores higher overall (76/100 vs 73/100), backed by strong 29.5% margins and 12.1% 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.

Univest Corporation Pennsylvania

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Univest Financial Corporation is the banking holding company for Univest Bank and Trust Co. offering banking products and services primarily in Pennsylvania. The company is headquartered in Souderton, Pennsylvania.

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