WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsTompkins Financial Corporation (TMP)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 31837% more annual revenue ($138.95B vs $435.07M). TMP leads profitability with a 37.0% profit margin vs 32.3%. ITUB appears more attractively valued with a PEG of 1.30. TMP earns a higher WallStSmart Score of 80/100 (A-).

ITUB

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.0

TMP

Exceptional Buy

80

out of 100

Grade: A-

Growth: 6.0Profit: 8.0Value: 10.0Quality: 5.8
Piotroski: 5/9
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
TMPUndervalued (+84.1%)

Margin of Safety

+84.1%

Fair Value

$526.03

Current Price

$77.11

$448.92 discount

UndervaluedFair: $526.03Overvalued

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

TMP4 strengths · Avg: 10.0/10
P/E RatioValuation
6.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
72.1%10/10

Strong operational efficiency at 72.1%

Areas to Watch

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

2.8% earnings growth

TMP4 concerns · Avg: 3.8/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.6%4/10

1.6% revenue growth

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Market CapQuality
$1.10B3/10

Smaller company, higher risk/reward

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 : TMP

The strongest argument for TMP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.0% and operating margin at 72.1%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : TMP

The primary concerns for TMP are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

ITUB profiles as a mature stock while TMP is a value play — different risk/reward profiles.

TMP carries more volatility with a beta of 0.75 — 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

TMP scores higher overall (80/100 vs 76/100), backed by strong 37.0% margins. Both earn "Exceptional 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.

Tompkins Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Tompkins Financial Corporation, a community-based financial services company, provides consumer and commercial banking, financial leasing, trust and investment management, financial planning and wealth management, and insurance. The company is headquartered in Ithaca, New York.

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