WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsNBT Bancorp Inc (NBTB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 19738% more annual revenue ($138.19B vs $696.57M). ITUB leads profitability with a 33.3% profit margin vs 26.4%. ITUB appears more attractively valued with a PEG of 1.35. NBTB 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

NBTB

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.0Quality: 7.8
Piotroski: 4/9

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

NBTB6 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Profit MarginProfitability
26.4%9/10

Keeps 26 of every $100 in revenue as profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

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

NBTB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

Expensive relative to growth rate

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 : NBTB

The strongest argument for NBTB centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 26.4% and operating margin at 39.1%. Revenue growth of 21.6% demonstrates continued momentum.

Bear Case : ITUB

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

Bear Case : NBTB

The primary concerns for NBTB are PEG Ratio.

Key Dynamics to Monitor

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

NBTB carries more volatility with a beta of 0.48 — expect wider price swings.

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

NBTB generates stronger free cash flow (53M), providing more financial flexibility.

Bottom Line

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

NBT Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NBT Bancorp Inc., a financial holding company, offers commercial banking, retail banking and wealth management services. The company is headquartered in Norwich, New York.

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