WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsOak Valley Bancorp (OVLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 174056% more annual revenue ($138.95B vs $79.78M). ITUB leads profitability with a 32.3% profit margin vs 29.6%. ITUB trades at a lower P/E of 10.2x. 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

OVLY

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 5.7Quality: 5.0
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
OVLYSignificantly Overvalued (-71.6%)

Margin of Safety

-71.6%

Fair Value

$19.31

Current Price

$32.03

$12.72 premium

UndervaluedFair: $19.31Overvalued

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

OVLY4 strengths · Avg: 9.8/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
40.2%10/10

Strong operational efficiency at 40.2%

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

Areas to Watch

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

2.8% earnings growth

OVLY3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Market CapQuality
$245.09M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : OVLY

The strongest argument for OVLY centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.6% and operating margin at 40.2%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : OVLY

The primary concerns for OVLY are Revenue Growth, Market Cap, EPS Growth.

Key Dynamics to Monitor

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

OVLY carries more volatility with a beta of 0.25 — 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 51/100), backed by strong 32.3% margins and 11.0% revenue growth. 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.

Oak Valley Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Oak Valley Bancorp is the banking holding company for Oak Valley Community Bank providing a range of commercial banking services to individuals and small and medium-sized businesses in Oakdale, California and surrounding areas. The company is headquartered in Oakdale, California.

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