WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsRBB Bancorp (RBB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 122216% more annual revenue ($138.95B vs $113.60M). ITUB leads profitability with a 32.3% profit margin vs 28.1%. 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

RBB

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 8.3Quality: 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
RBBUndervalued (+74.0%)

Margin of Safety

+74.0%

Fair Value

$85.64

Current Price

$21.15

$64.49 discount

UndervaluedFair: $85.64Overvalued

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

RBB6 strengths · Avg: 9.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.6%10/10

Strong operational efficiency at 42.6%

Revenue GrowthGrowth
39.7%10/10

Revenue surging 39.7% year-over-year

EPS GrowthGrowth
140.8%10/10

Earnings expanding 140.8% YoY

Profit MarginProfitability
28.1%9/10

Keeps 28 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

RBB2 concerns · Avg: 3.0/10
Market CapQuality
$361.96M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

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 : RBB

The strongest argument for RBB centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.1% and operating margin at 42.6%. Revenue growth of 39.7% demonstrates continued momentum.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : RBB

The primary concerns for RBB are Market Cap, Return on Equity.

Key Dynamics to Monitor

ITUB profiles as a mature stock while RBB is a growth play — different risk/reward profiles.

RBB carries more volatility with a beta of 1.07 — expect wider price swings.

RBB is growing revenue faster at 39.7% — 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 73/100), backed by strong 32.3% margins and 11.0% revenue growth. RBB offers better value entry with a 74.0% 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.

RBB Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

RBB Bancorp is the banking holding company of Royal Business Bank offering various banking products and services to the Sino-American, Korean-American and other Asian-American communities. The company is headquartered in Los Angeles, California.

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