ITUB:NYE-Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) (USD)

EQUITY | Banks - Regional | New York Stock Exchange

Last Closing

USD 6.25

Change

-0.11 (-1.73)%

Market Cap

USD 0.62B

Volume

0.02B

Analyst Target

USD 6.48
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Itau Unibanco Holding SA provides financial products and services in Brazil. It provides investment banking, consumer credit card, real estate financing, leasing, foreign exchange and foreign trade financing services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-07 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
USB-PH U.S. Bancorp

-0.03 (-0.14%)

USD 91.73B
PNC PNC Financial Services Group I..

+5.74 (+2.81%)

USD 81.33B
USB-PP U.S. Bancorp

-0.23 (-0.91%)

USD 78.93B
USB U.S. Bancorp

+0.83 (+1.65%)

USD 74.65B
NU Nu Holdings Ltd

+0.66 (+4.33%)

USD 72.27B
TFC Truist Financial Corp

+1.22 (+2.70%)

USD 57.65B
NWG Natwest Group PLC

+0.26 (+2.61%)

USD 39.80B
BSBR Banco Santander Brasil SA ADR

-0.09 (-1.92%)

USD 34.99B
MTB M&T Bank Corporation

+5.23 (+2.50%)

USD 32.99B
KB KB Financial Group Inc

+0.14 (+0.21%)

USD 25.45B

ETFs Containing ITUB

BRAZ Global X Funds 8.81 % 0.69 %

+0.02 (+0%)

USD 3.24M
BRAZ_old 8.45 % 0.00 %

N/A

N/A
FLXB:XETRA Franklin Libertyshares IC.. 7.75 % 0.00 %

+0.22 (+0%)

USD 0.04B
FVUB:LSE Franklin FTSE Brazil UCIT.. 7.63 % 0.00 %

+0.12 (+0%)

USD 0.03B
FLXB:LSE Franklin FTSE Brazil UCIT.. 7.13 % 0.00 %

+0.06 (+0%)

N/A
FLXB:SW Franklin FTSE Brazil UCIT.. 7.09 % 0.00 %

N/A

N/A
FLXB:F Franklin Libertyshares IC.. 7.09 % 0.00 %

N/A

N/A
MEM MAYBANK EMERGING ETF 1.71 % 0.00 %

-0.13 (0%)

USD 0.06B
BZQ ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.06 (0%)

USD 7.63M
CBQ.A:CA 0.00 % 1.50 %

N/A

N/A
CBQ:CA 0.00 % 0.67 %

N/A

N/A
EWZ iShares MSCI Brazil ETF 0.00 % 0.59 %

N/A

USD 3.77B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

-0.05 (0%)

N/A
UBR ProShares Ultra MSCI Braz.. 0.00 % 0.95 %

N/A

N/A
DLTM:LSE iShares II Public Limited.. 0.00 % 0.00 %

+0.01 (+0%)

N/A
HBRL:LSE 0.00 % 0.00 %

N/A

N/A
IBZL:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+18.63 (+0%)

N/A
IDBZ:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.18 (+0%)

N/A
LTAM:LSE iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+5.00 (+0%)

N/A
XMBD:LSE Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+0.37 (+0%)

N/A
XMBR:LSE Xtrackers MSCI Brazil UCI.. 0.00 % 0.00 %

+39.00 (+0%)

N/A
HBZ:PA 0.00 % 0.00 %

N/A

N/A
HMLA:PA 0.00 % 0.00 %

N/A

N/A
DBX6:F Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

N/A

N/A
H4ZG:F 0.00 % 0.00 %

N/A

N/A
H4ZW:F 0.00 % 0.00 %

N/A

N/A
IQQB:F iShares Public Limited Co.. 0.00 % 0.00 %

+0.32 (+0%)

N/A
IUSC:F iShares II Public Limited.. 0.00 % 0.00 %

+0.11 (+0%)

N/A
6PSK:XETRA Invesco FTSE RAFI Emergin.. 0.00 % 0.00 %

+0.02 (+0%)

USD 0.03B
DBX6:XETRA Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+0.65 (+0%)

USD 0.07B
H4ZG:XETRA 0.00 % 0.00 %

N/A

N/A
H4ZW:XETRA 0.00 % 0.00 %

N/A

N/A
IQQB:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.35 (+0%)

USD 0.34B
IUSC:XETRA iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+0.13 (+0%)

USD 0.39B
1325:TSE NEXT FUNDS Ibovespa Linke.. 0.00 % 0.00 %

-3.20 (0%)

USD 2.41B
HSEM:LSE HSBC Emerging Market Sust.. 0.00 % 0.00 %

-0.12 (0%)

N/A
H4Z1:XETRA HSBC Emerging Market Sust.. 0.00 % 0.00 %

+0.01 (+0%)

USD 0.17B
HSEM:PA HSBC Emerging Market Sust.. 0.00 % 0.00 %

-0.01 (0%)

N/A
HSEM:SW HSBC EMERGING MARKET SUST.. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -54.96% 11% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -54.96% 13% F 9% A-
Trailing 12 Months  
Capital Gain -47.12% 10% F 9% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.12% 11% F 9% A-
Trailing 5 Years  
Capital Gain -63.93% 13% F 9% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -63.93% 13% F 10% F
Average Annual (5 Year Horizon)  
Capital Gain 4.95% 47% F 54% F
Dividend Return 8.87% 51% F 58% F
Total Return 3.91% 57% F 74% C
Risk Return Profile  
Volatility (Standard Deviation) 26.23% 55% F 40% F
Risk Adjusted Return 33.80% 48% F 51% F
Market Capitalization 0.62B 92% A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Regional) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.00 69% 78%
Price/Book Ratio 1.78 15% 48%
Price / Cash Flow Ratio 0.49 87% 79%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 19.31% 94% 83%
Return on Invested Capital 5.80% 58% 50%
Return on Assets 1.47% 90% 42%
Debt to Equity Ratio 137.51% 12% 25%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.