WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsWashington Federal Inc (WAFDP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 18818% more annual revenue ($138.95B vs $734.47M). WAFDP leads profitability with a 33.1% profit margin vs 32.3%. WAFDP trades at a lower P/E of 6.0x. 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

WAFDP

Hold

49

out of 100

Grade: D+

Growth: 8.7Profit: 7.5Value: 8.3Quality: 5.0
Piotroski: 5/9Altman Z: -0.61
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
WAFDPUndervalued (+87.0%)

Margin of Safety

+87.0%

Fair Value

$128.14

Current Price

$16.63

$111.51 discount

UndervaluedFair: $128.14Overvalued

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

WAFDP5 strengths · Avg: 9.6/10
P/E RatioValuation
6.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.6%10/10

Strong operational efficiency at 46.6%

EPS GrowthGrowth
46.6%8/10

Earnings expanding 46.6% YoY

Areas to Watch

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

2.8% earnings growth

WAFDP1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
-0.612/10

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 32.3% and operating margin at 37.3%. Revenue growth of 11.0% demonstrates continued momentum.

Bull Case : WAFDP

The strongest argument for WAFDP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.1% and operating margin at 46.6%.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : WAFDP

The primary concerns for WAFDP are Altman Z-Score.

Key Dynamics to Monitor

WAFDP carries more volatility with a beta of 0.85 — 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 49/100), backed by strong 32.3% margins and 11.0% revenue growth. WAFDP offers better value entry with a 87.0% margin of safety. Both earn "Strong Buy" and "Hold" 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.

Washington Federal Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Washington Federal Inc. (WAFDP), headquartered in Seattle, Washington, is a prominent financial institution that offers a comprehensive suite of services encompassing retail and commercial banking, mortgage banking, and wealth management. Known for its dedication to exceptional customer service, the bank strategically serves individuals, businesses, and communities throughout the Western United States. With a focus on technological innovation and local market expertise, Washington Federal maintains a solid financial foundation and exhibits strong resilience amid evolving market conditions. Its commitment to prudent risk management and community involvement positions it as a reliable partner in promoting economic growth and stability.

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