ITUB:NYE-Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares)

EQUITY | Banks | New York Stock Exchange

Last Closing

USD 10.11

Change

0.00 (0.00)%

Market Cap

USD 0.62B

Volume

0.02B

Analyst Target

USD 8.93
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Itau Unibanco Holding SA provides financial products and services in Brazil. It provides investment banking, consumer credit card, real estate financing, leasing, foreign exchange and foreign trade financing services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Banks

Symbol Name Price(Change) Market Cap
JPM JP Morgan Chase & Co.

+0.82 (+0.81%)

USD 340.85B
BAC Bank of America Corporation

+1.90 (+7.16%)

USD 279.21B
WFC Wells Fargo & Company

+1.27 (+2.66%)

USD 230.37B
HSBC HSBC Holdings plc.

+0.32 (+0.78%)

USD 166.46B
C Citigroup Inc.

+0.81 (+1.32%)

USD 147.30B
ASB.P.D Associated Banc-Corp Depositar..

+0.29 (+1.23%)

USD 143.40B
FRC.P.D First Republic Bank San Franci..

+0.04 (+0.17%)

USD 127.99B
RY Royal Bank Of Canada

+0.51 (+0.70%)

USD 106.25B
TD Toronto Dominion Bank (The)

+1.00 (+1.91%)

USD 97.79B
BSBR Banco Santander Brasil SA Amer..

-0.05 (-0.40%)

USD 93.77B

ETFs Containing ITUB

GML SPDR S&P Emerging Latin A.. 6.05 % 0.50 %

N/A

USD 0.04B
CBQ.A:CA iShares BRIC Index ETF Ad.. 5.08 % 1.50 %

N/A

CAD 3.27M
CBQ:CA iShares BRIC Index ETF Co.. 5.08 % 0.67 %

N/A

CAD 0.05B
SCHE Schwab Emerging Markets E.. 0.00 % 0.13 %

+0.24 (+1.04%)

USD 5.14B
SPEM SPDR Index Shares Fund Po.. 0.00 % 0.12 %

+0.35 (+1.04%)

USD 2.13B
ILF iShares Latin America 40 0.00 % 0.48 %

+0.05 (+1.04%)

USD 1.15B
ADRE Invesco BLDRS Emerging Ma.. 0.00 % 0.20 %

+0.33 (+1.04%)

USD 0.13B
EEB Invesco BRIC 0.00 % 0.59 %

+0.28 (+1.04%)

USD 0.08B
GMM SPDR S&P Emerging Markets 0.00 % 0.59 %

N/A

USD 0.58B

Market Performance

  Market Performance vs. Industry/Classification (Banks) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.61% 94% A 83% B
Dividend Return 0.04% 14% F 1% F
Total Return 10.66% 94% A 83% B
Trailing 12 Months  
Capital Gain 7.40% 96% A 89% B+
Dividend Return 3.16% 39% F 56% F
Total Return 10.56% 95% A 89% B+
Trailing 5 Years  
Capital Gain 39.54% 79% C+ 81% B-
Dividend Return 26.64% 68% D+ 74% C
Total Return 66.18% 86% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 6.72% 71% C- 70% C-
Dividend Return 13.67% 78% C+ 82% B-
Total Return 6.96% 96% A 89% B+
Risk Return Profile  
Volatility (Standard Deviation) 41.47% 6% F 10% F
Risk Adjusted Return 32.97% 26% F 44% F
Market Capitalization 0.62B 93% A 98% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.00 32% F 42% F
Price/Book Ratio 3.12 7% F 23% F
Price / Cash Flow Ratio -2.27 99% A+ 94% A
Price/Free Cash Flow Ratio -5.98 85% B 82% B-
Management Effectiveness  
Return on Equity 18.49% 93% A 78% C+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.62% 89% B+ 41% F
Debt to Equity Ratio 183.50% 22% F 18% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector