WallStSmart

Bank of the James Financial Group (BOTJ)vsItau Unibanco Banco Holding SA (ITUB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 285247% more annual revenue ($138.95B vs $48.69M). ITUB leads profitability with a 32.3% profit margin vs 18.5%. BOTJ trades at a lower P/E of 10.1x. ITUB earns a higher WallStSmart Score of 76/100 (B+).

BOTJ

Buy

60

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 8.3Quality: 5.0

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

BOTJUndervalued (+78.5%)

Margin of Safety

+78.5%

Fair Value

$93.13

Current Price

$20.92

$72.21 discount

UndervaluedFair: $93.13Overvalued
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

BOTJ4 strengths · Avg: 9.5/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
68.3%10/10

Earnings expanding 68.3% YoY

Operating MarginProfitability
29.8%8/10

Strong operational efficiency at 29.8%

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

BOTJ1 concerns · Avg: 3.0/10
Market CapQuality
$90.96M3/10

Smaller company, higher risk/reward

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : BOTJ

The strongest argument for BOTJ centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 29.8%.

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 : BOTJ

The primary concerns for BOTJ are Market Cap.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

ITUB carries more volatility with a beta of 0.21 — expect wider price swings.

ITUB is growing revenue faster at 11.0% — sustainability is the question.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 60/100), backed by strong 32.3% margins and 11.0% revenue growth. BOTJ offers better value entry with a 78.5% margin of safety. 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.

Bank of the James Financial Group

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Bank of the James Financial Group, Inc. is the Bank of the James business providing general commercial and retail banking services to individuals, businesses, associations and organizations, and government authorities in Virginia, United States. The company is headquartered in Lynchburg, Virginia.

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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