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 4.98

Change

0.00 (0.00)%

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: 2024-12-28 )

Largest Industry Peers for Banks - Regional

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

N/A

USD 92.30B
PNC PNC Financial Services Group I..

N/A

USD 76.48B
USB-PP U.S. Bancorp

N/A

USD 75.61B
USB U.S. Bancorp

N/A

USD 74.76B
TFC Truist Financial Corp

N/A

USD 62.13B
NU Nu Holdings Ltd

N/A

USD 57.34B
NWG Natwest Group PLC

N/A

USD 42.37B
BSBR Banco Santander Brasil SA ADR

N/A

USD 33.95B
MTB M&T Bank Corporation

N/A

USD 31.40B
KB KB Financial Group Inc

N/A

USD 22.19B

ETFs Containing ITUB

BRAZ_old 8.45 % 0.00 %

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FLXB:LSE Franklin FTSE Brazil UCIT.. 7.13 % 0.00 %

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FLXB:SW Franklin FTSE Brazil UCIT.. 7.09 % 0.00 %

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FLXB:F Franklin Libertyshares IC.. 7.09 % 0.00 %

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FVUB:LSE Franklin FTSE Brazil UCIT.. 6.98 % 0.00 %

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USD 0.03B
BRAZ Global X Funds 0.00 % 0.69 %

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USD 2.85M
BZQ ProShares UltraShort MSCI.. 0.00 % 0.95 %

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USD 8.88M
CBQ.A:CA 0.00 % 1.50 %

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CBQ:CA 0.00 % 0.67 %

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EWZ iShares MSCI Brazil ETF 0.00 % 0.59 %

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USD 3.22B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

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UBR ProShares Ultra MSCI Braz.. 0.00 % 0.95 %

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DLTM:LSE iShares II Public Limited.. 0.00 % 0.00 %

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HBRL:LSE 0.00 % 0.00 %

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IBZL:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

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IDBZ:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

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LTAM:LSE iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

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XMBD:LSE Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

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XMBR:LSE Xtrackers MSCI Brazil UCI.. 0.00 % 0.00 %

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HBZ:PA 0.00 % 0.00 %

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HMLA:PA 0.00 % 0.00 %

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DBX6:F Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

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H4ZG:F 0.00 % 0.00 %

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H4ZW:F 0.00 % 0.00 %

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IQQB:F iShares Public Limited Co.. 0.00 % 0.00 %

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IUSC:F iShares II Public Limited.. 0.00 % 0.00 %

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6PSK:XETRA Invesco FTSE RAFI Emergin.. 0.00 % 0.00 %

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

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USD 0.07B
H4ZG:XETRA 0.00 % 0.00 %

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H4ZW:XETRA 0.00 % 0.00 %

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IQQB:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

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

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

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USD 2.41B
FLXB:XETRA Franklin Libertyshares IC.. 0.00 % 0.00 %

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USD 0.04B
HSEM:LSE HSBC Emerging Market Sust.. 0.00 % 0.00 %

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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 -28.35% 5% F 9% A-
Dividend Return 5.89% 66% D+ 74% C
Total Return -22.46% 5% F 10% F
Trailing 12 Months  
Capital Gain -28.35% 5% F 9% A-
Dividend Return 5.89% 66% D+ 74% C
Total Return -22.46% 5% F 10% F
Trailing 5 Years  
Capital Gain -33.98% 10% F 17% F
Dividend Return 16.55% 44% F 55% F
Total Return -17.43% 11% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain 5.51% 46% F 53% F
Dividend Return 9.58% 45% F 57% F
Total Return 4.07% 58% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 25.51% 59% D- 43% F
Risk Adjusted Return 37.54% 44% F 52% F
Market Capitalization 0.62B 91% A- 95% 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 76% 82%
Price/Book Ratio 1.51 32% 54%
Price / Cash Flow Ratio -18.79 97% 94%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 20.10% 94% 84%
Return on Invested Capital 7.42% 61% 57%
Return on Assets 1.43% 89% 41%
Debt to Equity Ratio 137.51% 16% 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 compared to earnings

The stock is trading low compared to its peers on a price to earning 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.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative cashflow

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

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector