WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOceanFirst Financial Corp. (OCFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 34739% more annual revenue ($138.19B vs $396.64M). ITUB leads profitability with a 33.3% profit margin vs 17.6%. OCFC appears more attractively valued with a PEG of 1.15. 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: 3.3
Piotroski: 3/9

OCFC

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 6.3Quality: 5.5
Piotroski: 4/9Altman Z: -0.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

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
$86.63B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

OCFC3 strengths · Avg: 9.3/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Areas to Watch

ITUB4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.991/10

Elevated debt levels

OCFC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.7%4/10

2.7% earnings growth

Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Altman Z-ScoreHealth
-0.582/10

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 33.3% and operating margin at 33.1%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : OCFC

The strongest argument for OCFC centers on Price/Book, Operating Margin, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 35.2%. PEG of 1.15 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Revenue Growth, Free Cash Flow. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Bear Case : OCFC

The primary concerns for OCFC are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

ITUB profiles as a declining stock while OCFC is a mature play — different risk/reward profiles.

OCFC carries more volatility with a beta of 0.98 — expect wider price swings.

OCFC is growing revenue faster at 8.5% — sustainability is the question.

OCFC generates stronger free cash flow (23M), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (74/100 vs 64/100), 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.

OceanFirst Financial Corp.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

OceanFirst Financial Corp. The company is headquartered in Red Bank, New Jersey.

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