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Itausa Investimentos ITAU SA ITSA4

Morningstar Rating
BRL 10.12 −0.08 (0.78%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

ITSA4 is trading at a 169% premium.
Price
BRL 10.18
Fair Value
BRL 27.68
Uncertainty
High
1-Star Price
BRL 96.42
5-Star Price
BRL 7.99
Economic Moat
Ngmrdb
Capital Allocation
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News

Trading Information

Previous Close Price
BRL 10.20
Day Range
BRL 10.0910.20
52-Week Range
BRL 8.1810.94
Bid/Ask
BRL 0.00 / BRL 0.00
Market Cap
BRL 104.51 Bil
Volume/Avg
36.8 Mil / 19.4 Mil

Key Statistics

Price/Earnings (Normalized)
7.25
Price/Sales
13.74
Dividend Yield (Trailing)
5.48%
Dividend Yield (Forward)
0.92%
Total Yield
5.48%

Company Profile

Itausa Investimentos ITAU SA is a Brazilian investment holding company. It has equity interests in the companies engaged in the financial, consumer goods, construction materials, sanitation, energy and infrastructure sectors. Its portfolio, consists of brands such as: Itau Unibanco, Dexco, Alpargatas, CCR, Aegea Saneamento, Copa Energia and Nova Transportadora do Sudeste (NTS). Majority of the revenue for the company is generated from Itau Unibanco which is a banking institution that offers, directly or by means of its subsidiaries, a broad range of credit products and other financial services to a diversified individual and corporate client base in Brazil and abroad.
Sector
Industrials
Industry
Conglomerates
Stock Style Box
Large Value
Total Number of Employees
129,000

Comparables

Valuation

Metric
ITSA4
BPAR3
KNSC11
Price/Earnings (Normalized)
7.255.218.78
Price/Book Value
1.311.351.02
Price/Sales
13.741.127.59
Price/Cash Flow
3.859.81
Price/Earnings
ITSA4
BPAR3
KNSC11

Financial Strength

Metric
ITSA4
BPAR3
KNSC11
Quick Ratio
1.3410.00
Current Ratio
1.5410.00
Interest Coverage
10.69
Quick Ratio
ITSA4
BPAR3
KNSC11

Profitability

Metric
ITSA4
BPAR3
KNSC11
Return on Assets (Normalized)
14.75%2.25%10.61%
Return on Equity (Normalized)
19.10%19.89%11.76%
Return on Invested Capital (Normalized)
16.65%11.55%
Return on Assets
ITSA4
BPAR3
KNSC11
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