WallStSmart

Amerant Bancorp Inc. (AMTB)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 34927% more annual revenue ($138.95B vs $396.69M). ITUB leads profitability with a 32.3% profit margin vs 13.2%. ITUB trades at a lower P/E of 10.2x. ITUB earns a higher WallStSmart Score of 76/100 (B+).

AMTB

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.7Quality: 5.0
Piotroski: 5/9Altman Z: -0.16

ITUB

Strong Buy

76

out of 100

Grade: B+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTBSignificantly Overvalued (-166.6%)

Margin of Safety

-166.6%

Fair Value

$8.57

Current Price

$21.43

$12.86 premium

UndervaluedFair: $8.57Overvalued
ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTB2 strengths · Avg: 9.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

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

Areas to Watch

AMTB4 concerns · Avg: 2.8/10
Market CapQuality
$877.05M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Debt/EquityHealth
1.113/10

Elevated debt levels

EPS GrowthGrowth
-83.8%2/10

Earnings declined 83.8%

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTB

The strongest argument for AMTB centers on Price/Book, P/E Ratio.

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.

Bear Case : AMTB

The primary concerns for AMTB are Market Cap, Return on Equity, Debt/Equity.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

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

AMTB carries more volatility with a beta of 0.97 — 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 48/100), 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.

Amerant Bancorp Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Amerant Bancorp Inc. is the banking holding company for Amerant Bank, NA that provides banking products and services to individuals and businesses in the United States and internationally. The company is headquartered in Coral Gables, Florida.

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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.

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