WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsUnivest Corporation Pennsylvania (UVSP)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 44110% more annual revenue ($138.95B vs $314.29M). ITUB leads profitability with a 32.3% profit margin vs 28.9%. UVSP 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

UVSP

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 10.0Quality: 5.0
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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
UVSPUndervalued (+73.7%)

Margin of Safety

+73.7%

Fair Value

$130.96

Current Price

$33.70

$97.26 discount

UndervaluedFair: $130.96Overvalued

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

UVSP5 strengths · Avg: 9.4/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
21.9%8/10

Earnings expanding 21.9% YoY

Areas to Watch

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

2.8% earnings growth

UVSP1 concerns · Avg: 3.0/10
Market CapQuality
$962.48M3/10

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 : UVSP

The strongest argument for UVSP centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.9% and operating margin at 34.9%. PEG of 1.30 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : UVSP

The primary concerns for UVSP are Market Cap.

Key Dynamics to Monitor

UVSP carries more volatility with a beta of 0.63 — 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.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITUB scores higher overall (76/100 vs 72/100), backed by strong 32.3% margins and 11.0% revenue growth. UVSP offers better value entry with a 73.7% 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.

Univest Corporation Pennsylvania

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Univest Financial Corporation is the banking holding company for Univest Bank and Trust Co. offering banking products and services primarily in Pennsylvania. The company is headquartered in Souderton, Pennsylvania.

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