Itau Unibanco Banco Stock One Year Return
| ITUB Stock | USD 6.29 0.02 0.32% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Itau Unibanco's long-term financial health and intrinsic value.
Itau | One Year Return | Build AI portfolio with Itau Stock |
Itau Unibanco Banco Company One Year Return Analysis
Itau Unibanco's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Itau One Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Itau Unibanco is extremely important. It helps to project a fair market value of Itau Stock properly, considering its historical fundamentals such as One Year Return. Since Itau Unibanco's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Itau Unibanco's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Itau Unibanco's interrelated accounts and indicators.
Click cells to compare fundamentals
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Itau Return On Tangible Assets
Return On Tangible Assets |
|
Based on the recorded statements, Itau Unibanco Banco has an One Year Return of 0.0%. This indicator is about the same for the Banks average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Itau One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Itau Unibanco's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Itau Unibanco could also be used in its relative valuation, which is a method of valuing Itau Unibanco by comparing valuation metrics of similar companies.Itau Unibanco is currently under evaluation in one year return category among its peers.
Itau Unibanco Current Valuation Drivers
We derive many important indicators used in calculating different scores of Itau Unibanco from analyzing Itau Unibanco's financial statements. These drivers represent accounts that assess Itau Unibanco's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Itau Unibanco's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 229.4B | 185.0B | 213.2B | 287.3B | 301.3B | 316.4B | |
| Enterprise Value | 615.5B | 534.2B | 723.9B | 873.5B | 943.2B | 990.3B |
Itau Unibanco ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Itau Unibanco's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Itau Unibanco's managers, analysts, and investors.Environmental | Governance | Social |
Itau Fundamentals
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0158 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 664.36 B | ||||
| Shares Outstanding | 5.33 B | ||||
| Shares Owned By Institutions | 22.47 % | ||||
| Number Of Shares Shorted | 85.85 M | ||||
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.87 X | ||||
| Price To Sales | 0.46 X | ||||
| Revenue | 325.85 B | ||||
| Gross Profit | 137.86 B | ||||
| EBITDA | 54 B | ||||
| Net Income | 42.13 B | ||||
| Cash And Equivalents | 366.77 B | ||||
| Cash Per Share | 37.42 X | ||||
| Total Debt | 905.63 B | ||||
| Debt To Equity | 9.14 % | ||||
| Book Value Per Share | 18.65 X | ||||
| Cash Flow From Operations | (96.32 B) | ||||
| Short Ratio | 3.18 X | ||||
| Earnings Per Share | 0.70 X | ||||
| Price To Earnings To Growth | 1.17 X | ||||
| Target Price | 7.1 | ||||
| Beta | 0.3 | ||||
| Market Capitalization | 64.09 B | ||||
| Total Asset | 2.85 T | ||||
| Retained Earnings | 121.43 B | ||||
| Working Capital | (106.3 B) | ||||
| Current Asset | 616.11 B | ||||
| Current Liabilities | 722.41 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 2.27 % | ||||
| Net Asset | 2.85 T | ||||
| Last Dividend Paid | 2.39 |
About Itau Unibanco Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Itau Unibanco Banco's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Itau Unibanco using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Itau Unibanco Banco based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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:Check out Itau Unibanco Piotroski F Score and Itau Unibanco Altman Z Score analysis. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
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 0.137 | Dividend Share 2.39 | Earnings Share 0.7 | Revenue Per Share | Quarterly Revenue Growth 0.064 |
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.