WallStSmart

Popular Inc (BPOP)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 4498% more annual revenue ($138.19B vs $3.01B). ITUB leads profitability with a 33.3% profit margin vs 30.0%. ITUB appears more attractively valued with a PEG of 1.32. BPOP earns a higher WallStSmart Score of 79/100 (B+).

BPOP

Strong Buy

79

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 7.0Quality: 6.3
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

BPOP6 strengths · Avg: 9.2/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Profit MarginProfitability
30.0%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.8%8/10

Earnings expanding 47.8% YoY

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

BPOP0 concerns · Avg: 0/10

No major concerns identified

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 : BPOP

The strongest argument for BPOP centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.0% and operating margin at 39.3%. PEG of 1.37 suggests the stock is reasonably priced for its growth.

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 : BPOP

No major red flags identified for BPOP, but monitor valuation.

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

BPOP profiles as a mature stock while ITUB is a declining play — different risk/reward profiles.

BPOP carries more volatility with a beta of 0.64 — expect wider price swings.

BPOP is growing revenue faster at 9.6% — sustainability is the question.

BPOP generates stronger free cash flow (155M), providing more financial flexibility.

Bottom Line

BPOP scores higher overall (79/100 vs 74/100), backed by strong 30.0% margins. 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.

Popular Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Popular, Inc., offers various retail, mortgage and commercial banking products and services in Puerto Rico and the United States. The company is headquartered in Hato Rey, Puerto Rico.

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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