WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOrigin Bancorp, Inc. (OBK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 37992% more annual revenue ($143.71B vs $377.29M). ITUB leads profitability with a 32.6% profit margin vs 26.4%. ITUB trades at a lower P/E of 10.3x. ITUB earns a higher WallStSmart Score of 77/100 (B+).

ITUB

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

OBK

Strong Buy

69

out of 100

Grade: B-

Growth: 9.3Profit: 7.0Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.04

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
39.1%10/10

Strong operational efficiency at 39.1%

Free Cash FlowQuality
$70.94B10/10

Generating 70.9B in free cash flow

Market CapQuality
$90.16B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

OBK6 strengths · Avg: 9.7/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.7%10/10

Strong operational efficiency at 42.7%

Revenue GrowthGrowth
33.3%10/10

Revenue surging 33.3% year-over-year

EPS GrowthGrowth
132.1%10/10

Earnings expanding 132.1% YoY

Profit MarginProfitability
26.4%9/10

Keeps 26 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Areas to Watch

ITUB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
4.711/10

Elevated debt levels

OBK3 concerns · Avg: 2.7/10
Market CapQuality
$1.64B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

Altman Z-ScoreHealth
0.042/10

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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bull Case : OBK

The strongest argument for OBK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.4% and operating margin at 42.7%. Revenue growth of 33.3% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 4.71 is elevated, increasing financial risk.

Bear Case : OBK

The primary concerns for OBK are Market Cap, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

OBK carries more volatility with a beta of 0.71 — expect wider price swings.

OBK is growing revenue faster at 33.3% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

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

Bottom Line

ITUB scores higher overall (77/100 vs 69/100), backed by strong 32.6% margins and 17.5% 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.

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.

Origin Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Origin Bancorp, Inc., headquartered in Ruston, Louisiana, is a prominent financial institution providing a comprehensive array of banking and financial solutions for both individuals and businesses. Through its wholly-owned subsidiary, Origin Bank, the company excels in commercial banking, mortgage lending, and wealth management, emphasizing exceptional customer service and strong community ties. With a strategic focus on leveraging innovative technologies, Origin Bancorp is well-equipped to enhance client experiences while capitalizing on growth opportunities within the dynamic financial services industry.

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