Itau Unibanco Banco Stock Performance
| ITUB Stock | USD 5.71 0.06 1.06% |
Itau Unibanco has a performance score of 5 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.49, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Itau Unibanco's returns are expected to increase less than the market. However, during the bear market, the loss of holding Itau Unibanco is expected to be smaller as well. Itau Unibanco Banco right now retains a risk of 1.93%. Please check out Itau Unibanco value at risk, and the relationship between the jensen alpha and accumulation distribution , to decide if Itau Unibanco will be following its current trending patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Itau Unibanco Banco are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat conflicting basic indicators, Itau Unibanco may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
Actual Historical Performance (%)
One Day Return 1.06 | Five Day Return (0.35) | Year To Date Return 15.35 | Ten Year Return (1.04) | All Time Return 433.64 |
Forward Dividend Yield 0.0624 | Payout Ratio | Last Split Factor 1213:1000 | Forward Dividend Rate 0.36 | Dividend Date 2025-08-08 |
| Itau Unibanco dividend paid on 9th of December 2024 | 12/09/2024 |
1 | ITA UNIBANCO - MATERIAL FACT - PAYMENT OF DIVIDENDS AND INTERES | 02/06/2025 |
| Itau Unibanco dividend paid on 10th of February 2025 | 02/10/2025 |
3 | Clarity Capital Partners LLC Sells 377 Shares of Okta, Inc. | 02/13/2025 |
4 | Is Ita Unibanco Holding One of the Best Performing Bank Stocks So Far In 2025 | 02/18/2025 |
5 | Southern Copper Co. Shares Sold by Convergence Investment Partners LLC | 02/20/2025 |
6 | Piper Sandler Issues Positive Forecast for Insulet Stock Price | 02/21/2025 |
7 | Lockheed Martin Trading Up 2.2 percent Whats Next | 02/25/2025 |
| Begin Period Cash Flow | 104.3 B |
Itau |
Itau Unibanco Relative Risk vs. Return Landscape
If you would invest 530.00 in Itau Unibanco Banco on November 28, 2024 and sell it today you would earn a total of 41.00 from holding Itau Unibanco Banco or generate 7.74% return on investment over 90 days. Itau Unibanco Banco is currently generating 0.1469% in daily expected returns and assumes 1.9319% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Itau, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Itau Unibanco Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Itau Unibanco's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Itau Unibanco Banco, and traders can use it to determine the average amount a Itau Unibanco's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0761
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | ITUB | High Risk | Huge Risk |
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Estimated Market Risk
| 1.93 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Itau Unibanco is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Itau Unibanco by adding it to a well-diversified portfolio.
Itau Unibanco Fundamentals Growth
Itau Stock prices reflect investors' perceptions of the future prospects and financial health of Itau Unibanco, and Itau Unibanco fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Itau Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0156 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 614.72 B | ||||
| Shares Outstanding | 4.82 B | ||||
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 0.38 X | ||||
| Revenue | 124.53 B | ||||
| Gross Profit | 135.74 B | ||||
| EBITDA | 44.43 B | ||||
| Net Income | 33.1 B | ||||
| Cash And Equivalents | 366.77 B | ||||
| Cash Per Share | 37.42 X | ||||
| Total Debt | 451.83 B | ||||
| Debt To Equity | 9.14 % | ||||
| Book Value Per Share | 21.57 X | ||||
| Cash Flow From Operations | (2.42 B) | ||||
| Earnings Per Share | 0.72 X | ||||
| Market Capitalization | 52.15 B | ||||
| Total Asset | 2.54 T | ||||
| Retained Earnings | 104.47 B | ||||
| Working Capital | (106.3 B) | ||||
| Current Asset | 616.11 B | ||||
| Current Liabilities | 722.41 B | ||||
About Itau Unibanco Performance
By analyzing Itau Unibanco's fundamental ratios, stakeholders can gain valuable insights into Itau Unibanco's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Itau Unibanco has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Itau Unibanco has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 887.82 | 789.17 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.20 | 0.23 |
Things to note about Itau Unibanco Banco performance evaluation
Checking the ongoing alerts about Itau Unibanco for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Itau Unibanco Banco help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Itau Unibanco Banco has high likelihood to experience some financial distress in the next 2 years | |
| Itau Unibanco Banco currently holds about 366.77 B in cash with (2.42 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 37.42, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Itau Unibanco Banco has a poor financial position based on the latest SEC disclosures | |
| On 10th of February 2025 Itau Unibanco paid $ 0.0029 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Lockheed Martin Trading Up 2.2 percent Whats Next |
- Analyzing Itau Unibanco's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Itau Unibanco's stock is overvalued or undervalued compared to its peers.
- Examining Itau Unibanco's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Itau Unibanco's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Itau Unibanco's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Itau Unibanco's stock. These opinions can provide insight into Itau Unibanco's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Itau Stock analysis
When running Itau Unibanco's price analysis, check to measure Itau Unibanco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Itau Unibanco is operating at the current time. Most of Itau Unibanco's value examination focuses on studying past and present price action to predict the probability of Itau Unibanco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Itau Unibanco's price. Additionally, you may evaluate how the addition of Itau Unibanco to your portfolios can decrease your overall portfolio volatility.
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