WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsSouthside Bancshares, Inc. (SBSI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 58556% more annual revenue ($143.71B vs $245.01M). ITUB leads profitability with a 32.6% profit margin vs 31.0%. ITUB appears more attractively valued with a PEG of 1.26. ITUB earns a higher WallStSmart Score of 77/100 (B+).

ITUB

Strong Buy

77

out of 100

Grade: B+

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

SBSI

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 5.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.58

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

SBSI5 strengths · Avg: 9.2/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.0%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
47.2%10/10

Strong operational efficiency at 47.2%

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

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

SBSI4 concerns · Avg: 2.5/10
Market CapQuality
$978.60M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.863/10

Elevated debt levels

PEG RatioValuation
5.352/10

Expensive relative to growth rate

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 32.6% and operating margin at 39.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bull Case : SBSI

The strongest argument for SBSI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.0% and operating margin at 47.2%.

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 : SBSI

The primary concerns for SBSI are Market Cap, Debt/Equity, PEG Ratio. Debt-to-equity of 1.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

SBSI carries more volatility with a beta of 0.57 — expect wider price swings.

ITUB is growing revenue faster at 17.5% — sustainability is the question.

ITUB generates stronger free cash flow (70.9B), providing more financial flexibility.

Bottom Line

ITUB scores higher overall (77/100 vs 64/100), backed by strong 32.6% margins and 17.5% 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.

Southside Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Southside Bancshares, Inc. is the banking holding company for Southside Bank providing a range of financial services to individuals, businesses, municipal entities, and non-profit organizations. The company is headquartered in Tyler, Texas.

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