Itau Unibanco Banco Stock Performance
| ITUB Stock | USD 6.25 0.15 2.46% |
The company retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. 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 1.78%. Please check out Itau Unibanco maximum drawdown, and the relationship between the information ratio and accumulation distribution , to decide if Itau Unibanco will be following its current trending patterns.
Risk-Adjusted Performance
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Over the last 90 days Itau Unibanco Banco has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Itau Unibanco is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 3.2 | Five Day Return 3.54 | Year To Date Return (7.56) | Ten Year Return (13.29) | All Time Return 352.88 |
Forward Dividend Yield 0.0069 | Payout Ratio 0.0813 | Last Split Factor 1213:1000 | Forward Dividend Rate 0.04 | Dividend Date 2024-06-10 |
| Itau Unibanco dividend paid on 12th of February 2024 | 02/12/2024 |
1 | Schonfeld Strategic Advisors LLC Decreases Position in Ross Stores, Inc. | 03/01/2024 |
2 | Earnest Partners LLC Boosts Stock Position in Ross Stores, Inc. | 03/06/2024 |
| Itau Unibanco dividend paid on 11th of March 2024 | 03/11/2024 |
3 | The Procter Gamble Company Shares Bought by Tucker Asset Management LLC | 03/12/2024 |
| Itau Unibanco dividend paid on 15th of March 2024 | 03/15/2024 |
4 | Deutsche Bank AG Sells 284480 Shares of Ita Unibanco Holding S.A. - Defense World | 03/18/2024 |
5 | Itau Unibanco Holding SAs Dividend Analysis | 03/21/2024 |
| Itau Unibanco dividend paid on 8th of April 2024 | 04/08/2024 |
6 | NewEdge Wealth LLC Invests 244000 in Ita Unibanco Holding S.A. - Defense World | 04/19/2024 |
| Begin Period Cash Flow | 119.6 B |
Itau |
Itau Unibanco Relative Risk vs. Return Landscape
If you would invest 628.00 in Itau Unibanco Banco on January 25, 2024 and sell it today you would lose (3.00) from holding Itau Unibanco Banco or give up 0.48% of portfolio value over 90 days. Itau Unibanco Banco is currently generating 0.0079% in daily expected returns and assumes 1.7778% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Itau, and 99% 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 = 0.0044
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| Negative Returns | ITUB |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Itau Unibanco is not performing at its full potential. However, 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 Itau Unibanco 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 | 0.18 | ||||
| Return On Asset | 0.0139 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 540.34 B | ||||
| Shares Outstanding | 9.8 B | ||||
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.65 X | ||||
| Price To Sales | 0.50 X | ||||
| Revenue | 344.76 B | ||||
| Gross Profit | 115.57 B | ||||
| EBITDA | 6.68 B | ||||
| Net Income | 33.1 B | ||||
| Cash And Equivalents | 366.77 B | ||||
| Cash Per Share | 37.42 X | ||||
| Total Debt | 821.07 B | ||||
| Debt To Equity | 9.14 % | ||||
| Book Value Per Share | 19.40 X | ||||
| Cash Flow From Operations | 116.92 B | ||||
| Earnings Per Share | 0.64 X | ||||
| Market Capitalization | 59.79 B | ||||
| Total Asset | 2.55 T | ||||
| Retained Earnings | 86.89 B | ||||
| Working Capital | (106.3 B) | ||||
| Current Asset | 616.11 B | ||||
| Current Liabilities | 722.41 B | ||||
About Itau Unibanco Performance
To evaluate Itau Unibanco Banco Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Itau Unibanco generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Itau Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Itau Unibanco Banco market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Itau's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -3.7 K | -3.9 K | |
| Return On Tangible Assets | 0.01 | 0.02 | |
| Return On Capital Employed | 0.000087 | 0.000082 | |
| Return On Assets | 0.01 | 0.02 | |
| Return On Equity | 0.17 | 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 | |
| On 8th of April 2024 Itau Unibanco paid $ 0.004 per share dividend to its current shareholders | |
| Latest headline from news.google.com: NewEdge Wealth LLC Invests 244000 in Ita Unibanco Holding S.A. - Defense World |
- 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Itau Unibanco Banco. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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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Is Itau Unibanco's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Itau Unibanco. If investors know Itau will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Itau Unibanco listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.203 | Dividend Share 2.193 | Earnings Share 0.64 | Revenue Per Share 12.708 | Quarterly Revenue Growth 0.113 |
The market value of Itau Unibanco Banco is measured differently than its book value, which is the value of Itau that is recorded on the company's balance sheet. Investors also form their own opinion of Itau Unibanco's value that differs from its market value or its book value, called intrinsic value, which is Itau Unibanco's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Itau Unibanco's market value can be influenced by many factors that don't directly affect Itau Unibanco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Itau Unibanco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Itau Unibanco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Itau Unibanco's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.