Itau Unibanco Banco Stock Performance
| ITUB Stock | USD 5.07 0.05 1.00% |
The company retains a Market Volatility (i.e., Beta) of 0.5, 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. At this point, Itau Unibanco Banco has a negative expected return of -0.36%. Please make sure to check out Itau Unibanco's value at risk, and the relationship between the jensen alpha and accumulation distribution , to decide if Itau Unibanco Banco performance from the past will be repeated at some point in the near future.
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 fragile performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 1 | Five Day Return (3.43) | Year To Date Return (25.55) | Ten Year Return (14.79) | All Time Return 373.83 |
Forward Dividend Yield 0.1223 | Payout Ratio 0.0734 | Last Split Factor 1213:1000 | Forward Dividend Rate 0.62 | Dividend Date 2025-05-07 |
| Itau Unibanco dividend paid on 30th of September 2024 | 09/30/2024 |
| Itau Unibanco dividend paid on 8th of October 2024 | 10/08/2024 |
| Itau Unibanco dividend paid on 8th of November 2024 | 11/08/2024 |
1 | BTIG Research Issues Positive Forecast for Palo Alto Networks Stock Price | 11/22/2024 |
2 | Itau Unibanco Holding S.A. Sells 18,472 Shares of Micron Technology, Inc. | 12/04/2024 |
| Itau Unibanco dividend paid on 9th of December 2024 | 12/09/2024 |
4 | Executive Wealth Management LLC Buys 37,059 Shares of Merck Co., Inc. | 12/10/2024 |
5 | Hasbro, Inc. Shares Bought by Quantinno Capital Management LP | 12/11/2024 |
6 | Match Group Price Target Lowered to 31.00 at Morgan Stanley | 12/12/2024 |
7 | American Express Shares Bought by Tidal Investments LLC | 12/13/2024 |
8 | Sanctuary Advisors LLC Purchases 25,559 Shares of Southern Copper Co. | 12/17/2024 |
9 | Insider Selling Nutanix, Inc. CEO Sells 63,901 Shares of Stock | 12/18/2024 |
| Begin Period Cash Flow | 104.3 B |
Itau |
Itau Unibanco Relative Risk vs. Return Landscape
If you would invest 648.00 in Itau Unibanco Banco on September 23, 2024 and sell it today you would lose (141.00) from holding Itau Unibanco Banco or give up 21.76% of portfolio value over 90 days. Itau Unibanco Banco is currently does not generate positive expected returns and assumes 1.8522% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% 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 = -0.1942
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ITUB |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.36 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 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 | 0.2 | ||||
| Return On Asset | 0.0143 | ||||
| Profit Margin | 0.29 % | ||||
| Operating Margin | 0.53 % | ||||
| Current Valuation | 209.58 B | ||||
| Shares Outstanding | 4.83 B | ||||
| Price To Earning | 13.59 X | ||||
| Price To Book | 1.51 X | ||||
| Price To Sales | 0.34 X | ||||
| Revenue | 124.53 B | ||||
| Gross Profit | 115.57 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 | 19.63 X | ||||
| Cash Flow From Operations | (2.42 B) | ||||
| Earnings Per Share | 0.65 X | ||||
| Market Capitalization | 45.5 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 | 0.01 | 0.02 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| 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 generated a negative expected return over the last 90 days | |
| 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 9th of December 2024 Itau Unibanco paid $ 0.0031 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Insider Selling Nutanix, Inc. CEO Sells 63,901 Shares of Stock |
- 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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