Itau Competitors

Stocks . USA . 
Stock . Itau Unibanco Banco
ITUB Stock  USD 6.65  0.32  4.59%   
Itau Unibanco Banco competes with Grupo Financiero, Banco Macro, Banco Santander, Lloyds Banking, and Banco Santander; as well as few others. The company conducts business under Banks sector and is part of Financials industry. Analyzing Itau Unibanco competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Itau Unibanco to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Itau Unibanco Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Itau Unibanco competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Itau Unibanco's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
5.226.758.28
Details
Intrinsic
Valuation
LowRealHigh
4.726.257.78
Details
Naive
Forecast
LowNextHigh
5.346.868.39
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.006.567.13
Details

Itau Unibanco Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Itau Unibanco and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Itau and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Itau Unibanco Banco does not affect the price movement of the other competitor.

High positive correlations

BBAR
+ 0.98
GGAL
SUPV
+ 0.98
BMA
BBAR
+ 0.98
BMA
BBAR
+ 0.98
SUPV
BMA
+ 0.97
GGAL
SUPV
+ 0.95
GGAL
  

High negative correlations

KEY-PI
- 0.7
BCH
BBAR
- 0.64
KEY-PI
KEY-PI
- 0.61
GGAL
SUPV
- 0.59
KEY-PI
KEY-PI
- 0.56
BMA
KEY-PI
- 0.55
BSBR

Risk-Adjusted Indicators

There is a big difference between Itau Stock performing well and Itau Unibanco Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Itau Unibanco's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GGAL  2.08 (0.46) 0.00 (0.75) 0.00 
 0.00 
 4.28 
(4.82)
 11.34 
BMA  2.35 (0.56) 0.00 (0.76) 0.00 
 0.00 
 4.71 
(5.17)
 11.47 
BSBR  1.29 (0.17) 0.00 (0.21) 0.00 
 0.00 
 2.45 
(2.84)
 10.08 
LYG  1.17  0.08  0.03  0.21  1.69 
(1.12)
 2.47 
(2.40)
 7.27 
BSAC  1.05 (0.15) 0.00 (0.23) 0.00 
 0.00 
 2.07 
(2.00)
 5.66 
BCH  1.00 (0.17) 0.00 (0.31) 0.00 
 0.00 
 2.49 
(2.28)
 6.11 
BBDO  1.70  0.05  0.00  0.27  2.46 
(1.74)
 3.73 
(3.95)
 13.10 
KEY-PI  0.34  0.01 (0.14) 0.35  0.38 
(0.41)
 0.73 
(0.57)
 2.18 
SUPV  2.99 (0.83) 0.00 (0.78) 0.00 
 0.00 
 6.46 
(6.27)
 18.92 
BBAR  2.46 (0.63) 0.00 (0.79) 0.00 
 0.00 
 4.64 
(5.59)
 12.67 
All Fundamental Data

Itau Unibanco Competitive Analysis

The better you understand Itau Unibanco competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Itau Unibanco's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Itau Unibanco's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ITUB GGAL BMA BSBR LYG BSAC BCH BBDO KEY-PI SUPV
 4.59 
 6.65 
Itau
 5.10 
 46.72 
Grupo
 7.31 
 65.70 
Banco
 5.36 
 4.77 
Banco
 0.22 
 4.53 
Lloyds
 3.33 
 23.51 
Banco
 2.54 
 28.77 
Banco
 4.46 
 2.57 
Banco
 0.04 
 24.91 
KeyCorp
 6.27 
 9.42 
Grupo
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Somewhat reliable
Somewhat reliable
Very steady
Very steady
Relatively risky
Very steady
Somewhat reliable
Market Performance
(90 Days Performance)
Weak
Weakest
Weakest
Weakest
Fair
Weakest
Weakest
Mild
Soft
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Moderate
Tiny
Average
Tiny
Tiny
Tiny
Low
High
Low
Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Sell
Hold
Strong Hold
Buy
Strong Hold
Strong Hold
Hold
Cautious Hold
Strong Sell
Net Asset
2.85 T
32.52 T
14.49 T
1.24 T
906.7 B
68.4 T
52.06 T
2.07 T
189.81 B
4.51 T
Profit Margin
0.32
0.24
-0.0225
0.29
0.26
0.46
0.46
0.24
0.28
0.0619
EBITDA
54 B
2.4 T
498.16 B
21.92 B
9.4 B
1.24 T
1.68 T
23.63 B
3.6 B
195.12 B
Operating Margin
0.27
0.13
0.1
0.2
0.44
0.57
0.58
0.36
0.35
0.0728
Current Valuation
682.19 B
918.3 B
(1.35 T)
134.58 B
247.06 B
18.38 T
10.94 T
513.15 B
41.39 B
(842.52 B)
Price To Book
1.94
1.52
1.3
1.64
1.06
2.41
2.53
0.85
N/A
1.24
Retained Earnings
121.43 B
3.76 T
(521.64 B)
61.45 B
5.91 B
275.81 B
3.11 T
(2.51 B)
N/A
89.74 B
Current Asset
616.11 B
N/A
N/A
N/A
N/A
N/A
N/A
404.51 B
N/A
9.38 B
Five Year Return
2.27
0.95
N/A
5.87
4.67
4.83
4.13
3.59
N/A
1.5
Beta
0.28
0.73
0.69
0.4
1.1
0.53
0.12
0.37
1.3
0.69
Number Of Employees
53
5.58 K
8.9 K
53.92 K
61.23 K
8.76 K
11.61 K
82.15 K
18.21 K
3.46 K
Shares Outstanding
5.33 B
132.5 M
62.82 M
7.47 B
14.91 B
471.12 M
505.08 M
5.3 B
1.03 B
75.2 M
Cash Flow From Operations
(96.32 B)
(2.7 T)
918.59 B
(21.13 B)
(4.39 B)
482.39 B
396.64 B
(91.33 B)
1.15 B
518.86 B
Annual Yield
0.0053
0.0232
0.0373
0.0602
0.0374
0.0557
0.0718
0.0296
0.0598
0.0107
Total Debt
905.63 B
3.55 T
446.45 B
135.37 B
80.92 B
15.08 T
9.98 T
689.53 B
24.69 B
4.68 B
Return On Equity
0.21
0.27
-0.0159
0.14
0.0995
0.24
0.22
0.12
0.12
0.0632
Return On Asset
0.0157
0.0573
-0.0048
0.0122
0.0051
0.0161
0.0228
0.0101
0.0102
0.0102
Number Of Shares Shorted
81.49 M
4.42 M
396.07 K
2.02 M
4.09 M
432.34 K
253.31 K
70.65 K
18.87 K
1.71 M
Book Value Per Share
19.34
4207.06
6942.51
12.38
0.67
23.96
55.11
16.46
11.74
1953.16
Current Liabilities
722.41 B
N/A
N/A
N/A
N/A
N/A
N/A
856.48 B
N/A
30.61 B
Total Asset
2.85 T
32.52 T
14.49 T
1.24 T
906.7 B
68.4 T
52.06 T
2.07 T
189.81 B
4.51 T
Debt To Equity
9.14
N/A
5.66
N/A
2.26
12.97
10.64
N/A
N/A
N/A
Short Ratio
2.88
3.42
1.08
2.4
0.39
1.24
0.65
1.64
0.45
1.57
Target Price
7.29
83.2
108.57
6.0
4.35
24.49
29.03
N/A
N/A
15.83
Last Dividend Paid
2.39
N/A
491.07
0.84
0.033
3.19
9.85
0.15
0.79
N/A
Shares Owned By Institutions
24.97
26.52
10.3
0.46
4.53
5.28
2.87
0.25
35.36
25.64
Market Capitalization
71.41 B
7.9 B
4.32 B
37.28 B
67.7 B
11.43 B
15.03 B
29.22 B
15.4 B
866.31 M
Price To Earning
13.59
3.87
2.71
7.73
N/A
7.45
10.27
8.19
17.11
4.29
Price To Earnings To Growth
1.25
0.75
0.9
0.89
2.2
2.72
4.79
0.48
N/A
0.29
Price To Sales
0.53
0.0014
0.0015
0.75
3.83
0.0049
0.0056
0.33
2.02
0.0012
Net Income
42.13 B
2.21 T
360.01 B
13.41 B
4.42 B
852.96 B
1.25 T
17.25 B
1.92 B
104.57 B
Earnings Per Share
0.74
7.19
-0.75
0.28
0.36
2.38
2.62
0.34
2.48
0.35
Shares Owned By Insiders
N/A
9.8
N/A
13.69
N/A
N/A
N/A
N/A
N/A
21.5
Revenue
325.85 B
10.69 T
6.46 T
129.02 B
37.61 B
4.9 T
4.65 T
78.89 B
7.03 B
2.04 T
Working Capital
(106.3 B)
N/A
N/A
N/A
N/A
N/A
N/A
(451.97 B)
N/A
(21.23 B)
Cash And Equivalents
366.77 B
534.08 B
501.03 B
60.26 B
202.4 B
8.06 B
7.51 B
175.92 B
2.63 B
47.41 B
Cash Per Share
37.42
N/A
N/A
16.19
11.78
17.11
14.86
16.5
2.62
519.04
Gross Profit
134.78 B
5.52 T
2.8 T
48.85 B
17.67 B
2.31 T
2.62 T
86.49 B
6.74 B
752.12 B
Day Typical Price
6.68
47.6
67.45
4.81
4.53
23.75
28.95
2.56
24.98
9.64
Accumulation Distribution
857316.0
52086.11
25945.08
68401.63
0.011
10056.21
5035.14
420.33
264.63
132568.0
Market Facilitation Index
N/A
0.0
0.0
N/A
0.05
0.0
0.0
0.0
0.0
N/A
Daily Balance Of Power
(2.00)
(0.88)
(0.90)
(1.69)
0.2
(1.05)
(1.09)
(2.00)
0.04
(0.84)
Period Momentum Indicator
(0.32)
(2.51)
(5.18)
(0.27)
0.01
(0.81)
(0.75)
(0.12)
0.01
(0.63)
Rate Of Daily Change
0.95
0.95
0.93
0.95
1.0
0.97
0.97
0.96
1.0
0.94
Day Median Price
6.7
48.04
68.32
4.83
4.54
23.88
29.04
2.55
25.02
9.74
Price Action Indicator
(0.21)
(2.57)
(5.21)
(0.20)
N/A
(0.77)
(0.64)
(0.04)
(0.10)
(0.64)
Coefficient Of Variation
6432.69
(643.89)
(609.05)
(1,583)
1048.49
(1,306)
(1,049)
2761.44
1690.34
(524.20)
Mean Deviation
1.14
2.08
2.35
1.29
1.17
1.05
1.0
1.7
0.3351
2.99
Jensen Alpha
(0.04)
(0.46)
(0.56)
(0.17)
0.0813
(0.15)
(0.17)
0.0537
0.0136
(0.83)
Total Risk Alpha
(0.17)
(0.72)
(0.86)
(0.33)
(0.04)
(0.27)
(0.29)
(0.21)
(0.04)
(1.21)
Sortino Ratio
(0.04)
N/A
N/A
N/A
0.0281
N/A
N/A
(0)
(0.14)
N/A
Downside Variance
3.39
N/A
N/A
N/A
3.6
N/A
N/A
8.1
0.2218
N/A
Standard Deviation
1.6
2.62
3.01
1.76
1.53
1.35
1.32
2.43
0.471
3.9
Kurtosis
1.21
(0.26)
0.1045
1.75
0.8025
0.2305
0.1676
1.87
2.99
0.3671
Potential Upside
2.62
4.28
4.71
2.45
2.47
2.07
2.49
3.73
0.7255
6.46
Treynor Ratio
0.0246
(0.75)
(0.76)
(0.21)
0.2056
(0.23)
(0.31)
0.2667
0.3489
(0.78)
Maximum Drawdown
8.38
11.34
11.47
10.08
7.27
5.66
6.11
13.1
2.18
18.92
Variance
2.56
6.85
9.08
3.1
2.35
1.81
1.75
5.9
0.2218
15.21
Market Risk Adjusted Performance
0.0346
(0.74)
(0.75)
(0.20)
0.2156
(0.22)
(0.30)
0.2767
0.3589
(0.77)
Risk Adjusted Performance
0.0166
(0.10)
(0.11)
(0.04)
0.073
(0.05)
(0.06)
0.0328
0.0369
(0.13)
Skewness
(0.52)
0.2936
0.1391
(0.56)
(0.52)
0.2654
0.27
(0.03)
(0.17)
0.4684
Semi Deviation
1.62
N/A
N/A
N/A
1.69
N/A
N/A
2.46
0.384
N/A
Information Ratio
(0.04)
(0.19)
(0.19)
(0.12)
0.0348
(0.15)
(0.17)
(0)
(0.14)
(0.21)
Value At Risk
(2.95)
(4.82)
(5.17)
(2.84)
(2.40)
(2.00)
(2.28)
(3.95)
(0.57)
(6.27)
Expected Short fall
(1.25)
N/A
N/A
N/A
(1.12)
N/A
N/A
(1.74)
(0.41)
N/A
Downside Deviation
1.84
N/A
N/A
N/A
1.9
N/A
N/A
2.85
0.4709
N/A
Semi Variance
2.62
N/A
N/A
N/A
2.85
N/A
N/A
6.06
0.1474
N/A

Itau Unibanco Competition Performance Charts

Five steps to successful analysis of Itau Unibanco Competition

Itau Unibanco's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Itau Unibanco Banco in relation to its competition. Itau Unibanco's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Itau Unibanco in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Itau Unibanco's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Itau Unibanco Banco, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Itau Unibanco position

In addition to having Itau Unibanco in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Books Theme or any other thematic opportunities.
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When determining whether Itau Unibanco Banco offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Itau Unibanco's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Itau Unibanco Banco Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Itau Unibanco Banco Stock:
How To Invest In Itau
Details
Is Itau Stock a good investment?
Details
What is Itau Unibanco's Net Worth?
Details
Largest Diversified Banks Companies
View
Largest Banks - Regional Companies
View
Check out Itau Unibanco Correlation with its peers.
You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Is Diversified Banks space 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.
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.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
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.
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