WallStSmart

BancFirst Corporation (BANF)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 20185% more annual revenue ($138.95B vs $684.96M). BANF leads profitability with a 35.1% profit margin vs 32.3%. ITUB appears more attractively valued with a PEG of 1.30. ITUB earns a higher WallStSmart Score of 76/100 (B+).

BANF

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.3Quality: 6.0
Piotroski: 2/9

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

BANFSignificantly Overvalued (-21.2%)

Margin of Safety

-21.2%

Fair Value

$96.13

Current Price

$106.81

$10.69 premium

UndervaluedFair: $96.13Overvalued
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

BANF4 strengths · Avg: 9.0/10
Profit MarginProfitability
35.1%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

BANF4 concerns · Avg: 3.3/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-267.26M2/10

Negative free cash flow — burning cash

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : BANF

The strongest argument for BANF centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 35.1% and operating margin at 49.2%. Revenue growth of 11.2% demonstrates continued momentum.

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 : BANF

The primary concerns for BANF are PEG Ratio, EPS Growth, Piotroski F-Score.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

BANF carries more volatility with a beta of 0.63 — expect wider price swings.

BANF is growing revenue faster at 11.2% — 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 63/100), backed by strong 32.3% margins and 11.0% revenue growth. Both earn "Strong Buy" and "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.

BancFirst Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BancFirst Corporation is BancFirst's banking holding company providing a range of commercial banking services to retail and small and medium-sized business clients. The company is headquartered in Oklahoma City, Oklahoma.

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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