WallStSmart

Financial Institutions Inc (FISI)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 59453% more annual revenue ($138.95B vs $233.31M). ITUB leads profitability with a 32.3% profit margin vs 32.1%. ITUB appears more attractively valued with a PEG of 1.30. FISI earns a higher WallStSmart Score of 80/100 (A-).

FISI

Exceptional Buy

80

out of 100

Grade: A-

Growth: 8.7Profit: 7.5Value: 10.0Quality: 7.8
Piotroski: 5/9

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FISIUndervalued (+73.1%)

Margin of Safety

+73.1%

Fair Value

$127.94

Current Price

$31.25

$96.69 discount

UndervaluedFair: $127.94Overvalued
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

FISI5 strengths · Avg: 10.0/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

Revenue GrowthGrowth
30.0%10/10

Revenue surging 30.0% 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

FISI1 concerns · Avg: 3.0/10
Market CapQuality
$615.79M3/10

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 : FISI

The strongest argument for FISI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.1% and operating margin at 41.2%. Revenue growth of 30.0% 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 : FISI

The primary concerns for FISI are Market Cap.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Key Dynamics to Monitor

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

FISI carries more volatility with a beta of 0.68 — expect wider price swings.

FISI is growing revenue faster at 30.0% — sustainability is the question.

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

Bottom Line

FISI scores higher overall (80/100 vs 76/100), backed by strong 32.1% margins and 30.0% revenue growth. Both earn "Exceptional 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.

Financial Institutions Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Financial Institutions, Inc. is a holding company of the Five Star Bank that provides banking and financial services to individuals, municipalities and businesses. The company is headquartered in Warsaw, New York.

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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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