WallStSmart

Beacon Financial Corporation (BBT)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 21735% more annual revenue ($138.19B vs $632.88M). ITUB leads profitability with a 33.3% profit margin vs 18.5%. ITUB appears more attractively valued with a PEG of 1.35. BBT earns a higher WallStSmart Score of 78/100 (B+).

BBT

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 6.5Value: 4.3Quality: 4.0
Piotroski: 2/9Altman Z: -0.36

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBT4 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.3%10/10

Strong operational efficiency at 44.3%

Revenue GrowthGrowth
141.8%10/10

Revenue surging 141.8% year-over-year

EPS GrowthGrowth
161.9%10/10

Earnings expanding 161.9% YoY

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

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
$90.15B9/10

Large-cap with strong market position

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

BBT4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.362/10

Distress zone — elevated risk

ITUB2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BBT

The strongest argument for BBT centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 18.5% and operating margin at 44.3%. Revenue growth of 141.8% 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 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : BBT

The primary concerns for BBT are Return on Equity, Piotroski F-Score, PEG Ratio.

Bear Case : ITUB

The primary concerns for ITUB are Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

BBT profiles as a growth stock while ITUB is a declining play — different risk/reward profiles.

BBT carries more volatility with a beta of 0.92 — expect wider price swings.

BBT is growing revenue faster at 141.8% — sustainability is the question.

BBT generates stronger free cash flow (160M), providing more financial flexibility.

Bottom Line

BBT scores higher overall (78/100 vs 74/100), backed by strong 18.5% margins and 141.8% revenue growth. 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.

Beacon Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Beacon Financial Corporation is the bank holding company for Beacon Bank & Trust that provides various banking solutions in New England and New York, the United States. The company is headquartered in Boston, Massachusetts.

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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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