WallStSmart

First Financial Bancorp (FFBC)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 16145% more annual revenue ($138.95B vs $855.34M). ITUB leads profitability with a 32.3% profit margin vs 29.9%. FFBC appears more attractively valued with a PEG of 1.12. ITUB earns a higher WallStSmart Score of 76/100 (B+).

FFBC

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 9.0Value: 7.3Quality: 4.5
Piotroski: 3/9Altman Z: -0.41

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

FFBCSignificantly Overvalued (-68.3%)

Margin of Safety

-68.3%

Fair Value

$18.09

Current Price

$27.64

$9.55 premium

UndervaluedFair: $18.09Overvalued
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

FFBC5 strengths · Avg: 9.4/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.6%10/10

Strong operational efficiency at 38.6%

Profit MarginProfitability
29.9%9/10

Keeps 30 of every $100 in revenue as profit

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

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

FFBC3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-5.8%2/10

Earnings declined 5.8%

Altman Z-ScoreHealth
-0.412/10

Distress zone — elevated risk

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

2.8% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : FFBC

The strongest argument for FFBC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.9% and operating margin at 38.6%. Revenue growth of 21.6% 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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bear Case : FFBC

The primary concerns for FFBC are Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

FFBC profiles as a growth stock while ITUB is a mature play — different risk/reward profiles.

FFBC carries more volatility with a beta of 0.97 — expect wider price swings.

FFBC is growing revenue faster at 21.6% — sustainability is the question.

ITUB generates stronger free cash flow (45.0B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (76/100 vs 69/100), backed by strong 32.3% margins and 11.0% 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.

First Financial Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Financial Bancorp. The company is headquartered in Cincinnati, Ohio.

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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