WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 59282% more annual revenue ($138.95B vs $233.99M). ITUB leads profitability with a 32.3% profit margin vs 29.6%. ITUB appears more attractively valued with a PEG of 1.30. 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

SBSI

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 4.7Quality: 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
SBSISignificantly Overvalued (-111.6%)

Margin of Safety

-111.6%

Fair Value

$15.57

Current Price

$30.78

$15.21 premium

UndervaluedFair: $15.57Overvalued

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

SBSI4 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.5%10/10

Strong operational efficiency at 41.5%

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

Areas to Watch

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

2.8% earnings growth

SBSI4 concerns · Avg: 2.3/10
Market CapQuality
$925.13M3/10

Smaller company, higher risk/reward

PEG RatioValuation
5.352/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.7%2/10

Revenue declined 3.7%

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

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 : SBSI

The strongest argument for SBSI centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 41.5%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : SBSI

The primary concerns for SBSI are Market Cap, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

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

SBSI carries more volatility with a beta of 0.59 — 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 52/100), 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.

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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