WallStSmart

Itau Unibanco Banco Holding SA (ITUB)vsWSFS Financial Corporation (WSFS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 13565% more annual revenue ($138.95B vs $1.02B). ITUB leads profitability with a 32.3% profit margin vs 28.3%. WSFS appears more attractively valued with a PEG of 0.98. 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

WSFS

Strong Buy

75

out of 100

Grade: B+

Growth: 6.7Profit: 9.0Value: 10.0Quality: 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
WSFSUndervalued (+70.4%)

Margin of Safety

+70.4%

Fair Value

$228.44

Current Price

$64.86

$163.58 discount

UndervaluedFair: $228.44Overvalued

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

WSFS6 strengths · Avg: 8.8/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.988/10

Growing faster than its price suggests

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
23.8%8/10

Earnings expanding 23.8% YoY

Areas to Watch

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

2.8% earnings growth

WSFS1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

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 : WSFS

The strongest argument for WSFS centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 28.3% and operating margin at 38.0%. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bear Case : ITUB

The primary concerns for ITUB are EPS Growth.

Bear Case : WSFS

The primary concerns for WSFS are Revenue Growth.

Key Dynamics to Monitor

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

WSFS carries more volatility with a beta of 0.79 — 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 75/100), backed by strong 32.3% margins and 11.0% revenue growth. WSFS offers better value entry with a 70.4% 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.

WSFS Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

WSFS Financial Corporation is the savings and loan holding company of the Wilmington Savings Fund Society, FSB, which offers various banking services in the United States. The company is headquartered in Wilmington, Delaware.

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