Itau Competitors
| ITUB Stock | USD 5.07 0.05 1.00% |
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.
Itau |
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.
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.
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
|
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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| GGAL | 2.20 | 0.47 | 0.19 | 0.53 | 2.01 | 6.08 | 16.57 | |||
| BMA | 2.65 | 0.42 | 0.15 | 0.42 | 2.58 | 7.74 | 23.19 | |||
| BSBR | 1.62 | (0.48) | 0.00 | (0.51) | 0.00 | 2.20 | 10.10 | |||
| LYG | 1.29 | (0.22) | 0.00 | (0.48) | 0.00 | 2.54 | 12.01 | |||
| BSAC | 1.04 | (0.11) | 0.00 | (0.38) | 0.00 | 2.16 | 6.65 | |||
| BCH | 0.91 | (0.12) | 0.00 | (0.29) | 0.00 | 1.96 | 6.77 | |||
| BBDO | 1.68 | (0.42) | 0.00 | (0.85) | 0.00 | 2.66 | 11.34 | |||
| KEY-PI | 0.55 | (0.08) | 0.00 | (0.54) | 0.00 | 1.23 | 4.39 | |||
| SUPV | 2.75 | 0.97 | 0.32 | 1.27 | 2.38 | 7.15 | 23.38 | |||
| BBAR | 2.94 | 0.68 | 0.20 | 0.60 | 3.06 | 8.73 | 20.93 |
Cross Equities Net Income Analysis
Compare Itau Unibanco Banco and related stocks such as Grupo Financiero Galicia, Banco Macro SA, and Banco Santander Brasil Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GGAL | 89.9 M | 1.1 B | 1.3 B | 1.8 B | 3.3 B | 4.3 B | 6 B | 8.3 B | (4.9 B) | 29.8 B | 74 B | 188.6 B | 151.3 B | 337.2 B | 354 B |
| BMA | 17.6 M | 273.2 M | 303.8 M | 2.4 B | 3.5 B | 5 B | 6.5 B | 5.9 B | 15.7 B | 26.5 B | 76.9 B | 138.7 B | 127 B | 587.3 B | 616.7 B |
| BSBR | 803.6 M | 7.7 B | 5.4 B | 5.7 B | 5.6 B | 9.8 B | 7.3 B | 8.9 B | 12.6 B | 16.4 B | 13.4 B | 15.5 B | 14.3 B | 9.4 B | 9.1 B |
| LYG | 3 B | (2.8 B) | (1.4 B) | (838 M) | 1.4 B | 860 M | 2.4 B | 3.5 B | 4.3 B | 2.9 B | 1.3 B | 5.8 B | 5.5 B | 5.5 B | 5.7 B |
| BSAC | 69.6 B | 435.1 B | 388 B | 441.9 B | 550.3 B | 448.9 B | 472.4 B | 564.8 B | 591.9 B | 619.1 B | 547.6 B | 842.5 B | 792.3 B | 496.4 B | 429.4 B |
| BCH | 74.9 B | 428.8 B | 465.9 B | 513.6 B | 591.1 B | 559 B | 552.2 B | 572.1 B | 594.9 B | 593 B | 401.6 B | 792.9 B | 1.4 T | 1.4 T | 1.4 T |
| BBDO | 3.5 B | 11 B | 11.3 B | 12.4 B | 15.3 B | 18.1 B | 17.9 B | 17.1 B | 16.6 B | 21 B | 15.8 B | 23.2 B | 21.2 B | 14.3 B | 12.6 B |
| SUPV | 326.2 M | 326.2 M | 326.2 M | 373 M | 362.9 M | 674.1 M | 1.3 B | (1.2 B) | (6.3 B) | (4.4 B) | 5.3 B | (10.5 B) | (15.7 B) | 51.6 B | 54.2 B |
| BBAR | 53.1 M | 1 B | 1.3 B | 2 B | 3.2 B | 3.8 B | 3.6 B | 2.9 B | (3.1 B) | 32.9 B | 12 B | 18.3 B | 58.8 B | 156.9 B | 164.7 B |
| BBD | 3.5 B | 11 B | 11.3 B | 12.4 B | 15.3 B | 18.1 B | 17.9 B | 17.1 B | 16.6 B | 21 B | 15.8 B | 23.2 B | 21.2 B | 14.3 B | 12.6 B |
| DB | 809.5 M | 4.1 B | 237 M | 666 M | 1.7 B | (6.8 B) | (1.4 B) | (751 M) | 267 M | (5.3 B) | 483 M | 2.4 B | 5.5 B | 4.8 B | 5 B |
Itau Unibanco Banco and related stocks such as Grupo Financiero Galicia, Banco Macro SA, and Banco Santander Brasil Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Itau Unibanco Banco financial statement analysis. It represents the amount of money remaining after all of Itau Unibanco Banco operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.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 |
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.
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.Did You Try This Idea?
Run Computers Thematic Idea Now
Computers
Companies that manufacture and distribute personal and business computers. The Computers theme has 44 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 Computers Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Itau Unibanco Correlation with its peers. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
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.
Quarterly Earnings Growth 0.189 | Dividend Share 1.609 | Earnings Share 0.65 | Revenue Per Share 13.51 | Quarterly Revenue Growth (0) |
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.