WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsWaFd, Inc. (WAFDP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 18305% more annual revenue ($138.19B vs $750.81M). WAFDP leads profitability with a 33.6% profit margin vs 33.3%. WAFDP trades at a lower P/E of 5.9x. 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

WAFDP

Hold

47

out of 100

Grade: D+

Growth: 8.0Profit: 7.5Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: -0.61

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

WAFDP5 strengths · Avg: 9.6/10
P/E RatioValuation
5.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.6%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.8%10/10

Strong operational efficiency at 45.8%

EPS GrowthGrowth
26.4%8/10

Earnings expanding 26.4% 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

WAFDP2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.043/10

Elevated debt levels

Altman Z-ScoreHealth
-0.612/10

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 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : WAFDP

The strongest argument for WAFDP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.6% and operating margin at 45.8%.

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 : WAFDP

The primary concerns for WAFDP are Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

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

WAFDP carries more volatility with a beta of 0.84 — expect wider price swings.

WAFDP is growing revenue faster at 9.2% — sustainability is the question.

WAFDP generates stronger free cash flow (68M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 47/100), backed by strong 33.3% margins. Both earn "Strong Buy" and "Hold" 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.

WaFd, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

WaFd, Inc. (WAFDP), headquartered in Seattle, Washington, is a prominent financial institution offering an extensive range of services, including retail and commercial banking, mortgage banking, and wealth management. Known for its customer-centric model, WaFd effectively serves individuals, businesses, and communities across the Western United States, leveraging advanced technology and deep market insights. The company's strong financial profile is marked by resilience in fluctuating economic conditions, supported by a commitment to prudent risk management and active community involvement, positioning WaFd as a dependable partner in promoting sustainable economic growth.

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