WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOFG Bancorp (OFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 22170% more annual revenue ($138.95B vs $623.93M). OFG leads profitability with a 32.9% profit margin vs 32.3%. OFG appears more attractively valued with a PEG of 0.92. 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

OFG

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 10.0Quality: 4.5
Piotroski: 2/9Altman Z: -0.59
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
OFGUndervalued (+72.5%)

Margin of Safety

+72.5%

Fair Value

$152.79

Current Price

$40.41

$112.38 discount

UndervaluedFair: $152.79Overvalued

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

OFG5 strengths · Avg: 9.6/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
32.9%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
33.1%10/10

Strong operational efficiency at 33.1%

PEG RatioValuation
0.928/10

Growing faster than its price suggests

Areas to Watch

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

2.8% earnings growth

OFG4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$1.73B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.592/10

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 : OFG

The strongest argument for OFG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.9% and operating margin at 33.1%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : OFG

The primary concerns for OFG are Revenue Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

ITUB profiles as a mature stock while OFG is a value play — different risk/reward profiles.

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

ITUB is growing revenue faster at 11.0% — sustainability is the question.

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

Bottom Line

ITUB scores higher overall (76/100 vs 74/100), backed by strong 32.3% margins and 11.0% revenue growth. OFG offers better value entry with a 72.5% 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.

OFG Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

OFG Bancorp, a financial holding company, offers a range of banking and financial services. The company is headquartered in San Juan, Puerto Rico.

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