WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsWintrust Financial Corporation (WTFC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 5187% more annual revenue ($138.95B vs $2.63B). ITUB leads profitability with a 32.3% profit margin vs 31.4%. WTFC appears more attractively valued with a PEG of 1.17. ITUB earns a higher WallStSmart Score of 76/100 (B+).

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0

WTFC

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 10.0Quality: 3.3
Piotroski: 3/9Altman Z: -0.44
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued
WTFCUndervalued (+64.7%)

Margin of Safety

+64.7%

Fair Value

$436.67

Current Price

$136.93

$299.74 discount

UndervaluedFair: $436.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.3%10/10

Strong operational efficiency at 37.3%

Free Cash FlowQuality
$45.01B10/10

Generating 45.0B in free cash flow

Market CapQuality
$86.41B9/10

Large-cap with strong market position

Return on EquityProfitability
21.0%9/10

Every $100 of equity generates 21 in profit

WTFC4 strengths · Avg: 10.0/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.4%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
46.6%10/10

Strong operational efficiency at 46.6%

Areas to Watch

ITUB1 concerns · Avg: 4.0/10
EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

WTFC2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.442/10

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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : WTFC

The strongest argument for WTFC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 31.4% and operating margin at 46.6%. Revenue growth of 10.5% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : WTFC

The primary concerns for WTFC are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

WTFC carries more volatility with a beta of 0.86 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — sustainability is the question.

ITUB generates stronger free cash flow (45.0B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 75/100), backed by strong 32.3% margins and 11.0% revenue growth. WTFC offers better value entry with a 64.7% margin of safety. 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.

Wintrust Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Wintrust Financial Corporation is a financial holding company. The company is headquartered in Rosemont, Illinois.

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