WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsTruist Financial Corp (TFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 626% more annual revenue ($138.19B vs $19.03B). ITUB leads profitability with a 33.3% profit margin vs 30.7%. TFC appears more attractively valued with a PEG of 1.29. TFC earns a higher WallStSmart Score of 77/100 (B+).

ITUB

Strong Buy

73

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

TFC

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 7.0Quality: 4.0
Piotroski: 6/9Altman Z: 0.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
33.1%10/10

Strong operational efficiency at 33.1%

Market CapQuality
$93.47B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

TFC6 strengths · Avg: 9.5/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.7%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
39.8%10/10

Strong operational efficiency at 39.8%

Market CapQuality
$63.19B9/10

Large-cap with strong market position

EPS GrowthGrowth
36.7%8/10

Earnings expanding 36.7% YoY

Areas to Watch

ITUB4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.991/10

Elevated debt levels

TFC2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.093/10

Elevated debt levels

Altman Z-ScoreHealth
0.122/10

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 33.3% and operating margin at 33.1%. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : TFC

The strongest argument for TFC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.7% and operating margin at 39.8%. PEG of 1.29 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Revenue Growth, Free Cash Flow. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Bear Case : TFC

The primary concerns for TFC are Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

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

TFC carries more volatility with a beta of 0.88 — expect wider price swings.

TFC is growing revenue faster at 8.2% — sustainability is the question.

TFC generates stronger free cash flow (679M), providing more financial flexibility.

Bottom Line

TFC scores higher overall (77/100 vs 73/100), backed by strong 30.7% margins. 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.

Truist Financial Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. Its bank operates 2,781 branches in 15 states and Washington, D.C., and offers consumer and commercial banking, securities brokerage, asset management, mortgage, and insurance products and services.

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