WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Exxon Mobil Corp generates 133% more annual revenue ($323.90B vs $138.95B). ITUB leads profitability with a 32.3% profit margin vs 8.9%. ITUB appears more attractively valued with a PEG of 1.30. 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

XOM

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 7.3Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

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
XOMSignificantly Overvalued (-262.4%)

Margin of Safety

-262.4%

Fair Value

$45.63

Current Price

$163.26

$117.63 premium

UndervaluedFair: $45.63Overvalued

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

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$665.31B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.23B8/10

Generating 5.2B in free cash flow

Areas to Watch

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

2.8% earnings growth

XOM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.3%2/10

Revenue declined 1.3%

EPS GrowthGrowth
-11.0%2/10

Earnings declined 11.0%

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 : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : XOM

The primary concerns for XOM are PEG Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

ITUB profiles as a mature stock while XOM is a value play — different risk/reward profiles.

XOM carries more volatility with a beta of 0.35 — 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.

Bottom Line

ITUB scores higher overall (76/100 vs 44/100), backed by strong 32.3% margins and 11.0% revenue growth. 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.

Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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