WallStSmart

Sierra Bancorp (BSRR)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 94554% more annual revenue ($143.71B vs $151.83M). ITUB leads profitability with a 32.6% profit margin vs 29.7%. ITUB appears more attractively valued with a PEG of 1.26. ITUB earns a higher WallStSmart Score of 77/100 (B+).

BSRR

Buy

60

out of 100

Grade: C+

Growth: 4.0Profit: 7.5Value: 7.0Quality: 3.5
Piotroski: 3/9Altman Z: -0.55

ITUB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BSRR4 strengths · Avg: 9.8/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

Profit MarginProfitability
29.7%9/10

Keeps 30 of every $100 in revenue as profit

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Free Cash FlowQuality
$70.94B10/10

Generating 70.9B in free cash flow

Market CapQuality
$91.48B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

BSRR4 concerns · Avg: 2.5/10
Market CapQuality
$528.00M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-1.3%2/10

Earnings declined 1.3%

ITUB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
4.711/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BSRR

The strongest argument for BSRR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.7% and operating margin at 36.1%. PEG of 1.43 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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bear Case : BSRR

The primary concerns for BSRR are Market Cap, Piotroski F-Score, Revenue Growth.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 4.71 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BSRR carries more volatility with a beta of 0.76 — expect wider price swings.

ITUB is growing revenue faster at 17.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (77/100 vs 60/100), backed by strong 32.6% margins and 17.5% 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.

Sierra Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Sierra Bancorp is the bank holding company for Bank of the Sierra that provides retail and business banking services to individuals and businesses in California. The company is headquartered in Porterville, California.

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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