WallStSmart

Burke & Herbert Financial Services Corp. Common Stock (BHRB)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 40435% more annual revenue ($138.19B vs $340.90M). BHRB leads profitability with a 34.4% profit margin vs 33.3%. BHRB trades at a lower P/E of 8.1x. ITUB earns a higher WallStSmart Score of 74/100 (B).

BHRB

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 6.7Quality: 5.3
Piotroski: 6/9

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHRB4 strengths · Avg: 10.0/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
34.4%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.2%10/10

Strong operational efficiency at 45.2%

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

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
$86.63B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

BHRB3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

Market CapQuality
$1.25B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-0.6%2/10

Earnings declined 0.6%

ITUB4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BHRB

The strongest argument for BHRB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.4% and operating margin at 45.2%.

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 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : BHRB

The primary concerns for BHRB are Revenue Growth, Market Cap, EPS Growth.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Revenue Growth, Free Cash Flow. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

BHRB profiles as a value stock while ITUB is a declining play — different risk/reward profiles.

BHRB carries more volatility with a beta of 0.26 — expect wider price swings.

BHRB is growing revenue faster at 2.9% — sustainability is the question.

BHRB generates stronger free cash flow (25M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 53/100), backed by strong 33.3% margins. 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.

Burke & Herbert Financial Services Corp. Common Stock

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Burke & Herbert Financial Services Corp. The company is headquartered in Alexandria, Virginia.

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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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