WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsNational Bank Holdings Corporation (NBHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 32097% more annual revenue ($138.19B vs $429.18M). ITUB leads profitability with a 33.3% profit margin vs 24.7%. ITUB appears more attractively valued with a PEG of 1.35. ITUB earns a higher WallStSmart Score of 74/100 (B).

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 5.0

NBHC

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

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
$90.15B9/10

Large-cap with strong market position

Return on EquityProfitability
21.8%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

NBHC5 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
33.7%10/10

Revenue surging 33.7% year-over-year

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
23.1%8/10

Strong operational efficiency at 23.1%

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

NBHC4 concerns · Avg: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Market CapQuality
$1.92B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.1%3/10

ROE of 7.1% — below average capital efficiency

EPS GrowthGrowth
-27.0%2/10

Earnings declined 27.0%

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 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bull Case : NBHC

The strongest argument for NBHC centers on Price/Book, Revenue Growth, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 23.1%. Revenue growth of 33.7% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are Revenue Growth, Free Cash Flow.

Bear Case : NBHC

The primary concerns for NBHC are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

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

NBHC carries more volatility with a beta of 0.80 — expect wider price swings.

NBHC is growing revenue faster at 33.7% — sustainability is the question.

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

Bottom Line

ITUB scores higher overall (74/100 vs 63/100), backed by strong 33.3% margins. 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.

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.

National Bank Holdings Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

National Bank Holdings Corporation is the banking holding company for NBH Bank offering various banking products and financial services to commercial, commercial and consumer clients in the United States. The company is headquartered in Greenwood Village, Colorado.

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