WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsPeapack-Gladstone Financial (PGC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 49683% more annual revenue ($143.71B vs $288.68M). ITUB leads profitability with a 32.6% profit margin vs 18.0%. PGC appears more attractively valued with a PEG of 0.64. PGC earns a higher WallStSmart Score of 78/100 (B+).

ITUB

Strong Buy

77

out of 100

Grade: B+

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

PGC

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 6.5Value: 7.0Quality: 7.5
Piotroski: 6/9Altman Z: -0.77

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.7/10
P/E RatioValuation
10.0x10/10

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
$91.48B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

PGC6 strengths · Avg: 9.2/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

EPS GrowthGrowth
91.2%10/10

Earnings expanding 91.2% YoY

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.648/10

Growing faster than its price suggests

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

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

PGC3 concerns · Avg: 2.7/10
Market CapQuality
$822.22M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Altman Z-ScoreHealth
-0.772/10

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 : PGC

The strongest argument for PGC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 18.0% and operating margin at 30.5%. Revenue growth of 23.4% 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 : PGC

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

Key Dynamics to Monitor

PGC carries more volatility with a beta of 0.70 — expect wider price swings.

PGC is growing revenue faster at 23.4% — 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

PGC scores higher overall (78/100 vs 77/100), backed by strong 18.0% margins and 23.4% 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.

Peapack-Gladstone Financial

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Peapack-Gladstone Financial Corporation is the banking holding company for Peapack-Gladstone Bank providing private banking and wealth management services in the United States. The company is headquartered in Bedminster, New Jersey.

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