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 6.3

Change

+0.19 (+3.11)%

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: 2024-04-26 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
HDB HDFC Bank Limited ADR

-1.32 (-2.27%)

USD 149.53B
IBN ICICI Bank Limited

-0.39 (-1.42%)

USD 91.13B
USB-PH U.S. Bancorp

-0.09 (-0.44%)

USD 81.92B
USB-PP U.S. Bancorp

-0.15 (-0.62%)

USD 73.73B
USB U.S. Bancorp

-0.24 (-0.57%)

USD 67.05B
PNC PNC Financial Services Group I..

-0.28 (-0.18%)

USD 62.61B
NU Nu Holdings Ltd

-0.01 (-0.08%)

USD 49.95B
MFG Mizuho Financial Group Inc.

-0.07 (-1.76%)

USD 49.30B
TFC Truist Financial Corp

-0.31 (-0.79%)

USD 49.11B
BSBR Banco Santander Brasil SA ADR

-0.06 (-1.02%)

USD 43.93B

ETFs Containing ITUB

FLXB:SW Franklin FTSE Brazil UCIT.. 7.03 % 0.00 %

+0.08 (+0.00%)

N/A
FLXB:LSE Franklin FTSE Brazil UCIT.. 6.85 % 0.00 %

+0.24 (+0.00%)

USD 0.03B
FVUB:LSE Franklin FTSE Brazil UCIT.. 6.76 % 0.00 %

+0.23 (+0.00%)

USD 0.04B
HSEM:PA HSBC Emerging Market Sust.. 1.25 % 0.00 %

-0.02 (0.00%)

N/A
HSEM:SW HSBC EMERGING MARKET SUST.. 1.25 % 0.00 %

N/A

N/A
H4Z1:XETRA HSBC Emerging Market Sust.. 1.24 % 0.00 %

-0.03 (0.00%)

USD 0.17B
HSEM:LSE HSBC Emerging Market Sust.. 1.15 % 0.00 %

-0.03 (0.00%)

USD 0.13B
HSEF:LSE HSBC Emerging Market Sust.. 1.10 % 0.00 %

-0.02 (0.00%)

USD 0.18B
BRAZ Global X Funds 0.00 % 0.69 %

+0.13 (+0.00%)

USD 3.49M
BZQ ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.13 (0.00%)

USD 8.12M
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 %

+0.19 (+0.00%)

USD 4.83B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

+0.15 (+0.00%)

USD 1.73B
BRIC:LSE iShares BRIC 50 UCITS ETF.. 0.00 % 0.00 %

-5.25 (0.00%)

USD 0.11B
UBR ProShares Ultra MSCI Braz.. 0.00 % 0.95 %

+0.24 (+0.00%)

USD 4.08M
DLTM:LSE iShares II Public Limited.. 0.00 % 0.00 %

+0.19 (+0.00%)

USD 0.36B
HBRL:LSE HSBC MSCI Brazil UCITS ET.. 0.00 % 0.00 %

+19.25 (+0.00%)

USD 0.02B
IBZL:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+23.25 (+0.00%)

USD 0.34B
IDBZ:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.22 (+0.00%)

USD 0.34B
LTAM:LSE iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+15.00 (+0.00%)

USD 0.37B
XMBD:LSE Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+0.58 (+0.00%)

USD 0.08B
XMBR:LSE Xtrackers MSCI Brazil UCI.. 0.00 % 0.00 %

+57.00 (+0.00%)

USD 0.08B
HBZ:PA HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.09 (+0.00%)

USD 0.02B
HMLA:PA HSBC MSCI EM Latin Americ.. 0.00 % 0.00 %

+0.05 (+0.00%)

USD 0.04B
DBX6:F Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

N/A

USD 0.08B
H4ZG:F HSBC MSCI Brazil UCITS ET.. 0.00 % 0.00 %

-0.13 (0.00%)

USD 0.02B
H4ZW:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.11 (+0.00%)

USD 0.04B
IQQ9:F iShares II Public Limited.. 0.00 % 0.00 %

-0.15 (0.00%)

USD 0.11B
IQQB:F iShares Public Limited Co.. 0.00 % 0.00 %

+0.23 (+0.00%)

USD 0.33B
IUSC:F iShares II Public Limited.. 0.00 % 0.00 %

+0.07 (+0.00%)

USD 0.39B
4BRZ:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.26 (+0.00%)

USD 3.05B
6PSK:XETRA Invesco FTSE RAFI Emergin.. 0.00 % 0.00 %

+0.01 (+0.00%)

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

+0.51 (+0.00%)

USD 0.07B
H4ZG:XETRA HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.11 (+0.00%)

USD 0.02B
H4ZW:XETRA HSBC MSCI EM Latin Americ.. 0.00 % 0.00 %

+0.05 (+0.00%)

USD 0.04B
IQQ9:XETRA iShares BRIC 50 UCITS 0.00 % 0.00 %

-0.13 (0.00%)

USD 0.11B
IQQB:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.06 (+0.00%)

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

+0.04 (+0.00%)

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

+1.50 (+0.00%)

USD 2.41B
BRIC:SW iShares BRIC 50 UCITS ETF.. 0.00 % 0.00 %

N/A

USD 0.11B
FLXB:XETRA Franklin Libertyshares IC.. 0.00 % 0.00 %

+0.28 (+0.00%)

USD 0.04B

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 -9.35% 34% F 16% F
Dividend Return 4.10% 95% A 96% N/A
Total Return -5.25% 37% F 21% F
Trailing 12 Months  
Capital Gain 22.33% 75% C 78% C+
Dividend Return 9.24% 93% A 91% A-
Total Return 31.57% 82% B 83% B
Trailing 5 Years  
Capital Gain -26.66% 24% F 21% F
Dividend Return 14.61% 50% F 58% F
Total Return -12.05% 26% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -1.62% 36% F 33% F
Dividend Return 1.82% 35% F 36% F
Total Return 3.44% 49% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 30.64% 49% F 36% F
Risk Adjusted Return 5.94% 31% F 31% F
Market Capitalization 0.62B 94% 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 51% 77%
Price/Book Ratio 1.65 19% 49%
Price / Cash Flow Ratio 0.51 83% 80%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 18.01% 94% 79%
Return on Invested Capital -1.45% 19% 20%
Return on Assets 1.39% 83% 38%
Debt to Equity Ratio N/A N/A N/A

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.

Superior Dividend Growth

This stock has shown top quartile dividend 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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.