WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsLakeland Financial Corporation (LKFN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 53925% more annual revenue ($138.95B vs $257.19M). LKFN leads profitability with a 40.2% profit margin vs 32.3%. ITUB appears more attractively valued with a PEG of 1.30. ITUB earns a higher WallStSmart Score of 76/100 (B+).

ITUB

Strong Buy

76

out of 100

Grade: B+

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

LKFN

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 3.3
Piotroski: 3/9Altman Z: -0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITUBOvervalued (-10.1%)

Margin of Safety

-10.1%

Fair Value

$8.69

Current Price

$8.21

$0.48 premium

UndervaluedFair: $8.69Overvalued
LKFNUndervalued (+65.8%)

Margin of Safety

+65.8%

Fair Value

$177.40

Current Price

$56.80

$120.60 discount

UndervaluedFair: $177.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

LKFN5 strengths · Avg: 8.8/10
Profit MarginProfitability
40.2%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
53.3%10/10

Strong operational efficiency at 53.3%

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
23.4%8/10

Earnings expanding 23.4% YoY

Areas to Watch

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

2.8% earnings growth

LKFN3 concerns · Avg: 2.7/10
Market CapQuality
$1.48B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.682/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : LKFN

The strongest argument for LKFN centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 40.2% and operating margin at 53.3%. Revenue growth of 14.6% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : LKFN

The primary concerns for LKFN are Market Cap, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

LKFN carries more volatility with a beta of 0.73 — expect wider price swings.

LKFN is growing revenue faster at 14.6% — sustainability is the question.

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

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

Bottom Line

ITUB scores higher overall (76/100 vs 73/100), backed by strong 32.3% margins and 11.0% revenue growth. LKFN offers better value entry with a 65.8% margin of safety. 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.

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.

Lakeland Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Lakeland Financial Corporation is the banking holding company for Lake City Bank offering various banking products and services. The company is headquartered in Warsaw, Indiana.

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