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Itau Unibanco Holding SA Ordinary Shares ITUB3

Morningstar Rating
BRL 28.06 +0.47 (1.70%)
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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

ITUB3 is trading at a 4% discount.
Price
BRL 27.52
Fair Value
BRL 56.76
Uncertainty
Very High
1-Star Price
BRL 74.41
5-Star Price
BRL 72.12
Economic Moat
Rkjrv
Capital Allocation
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News

Trading Information

Previous Close Price
BRL 27.59
Day Range
BRL 27.4628.12
52-Week Range
BRL 20.9131.02
Bid/Ask
BRL 27.95 / BRL 47.88
Market Cap
BRL 275.05 Bil
Volume/Avg
200,600 / 516,807

Key Statistics

Price/Earnings (Normalized)
7.59
Price/Sales
1.84
Dividend Yield (Trailing)
3.32%
Dividend Yield (Forward)
3.32%
Total Yield
3.32%

Company Profile

Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 33% and 44%% of the bank’s total loans, respectively, while foreign loans account for 23% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.
Sector
Financial Services
Industry
Banks - Regional
Stock Style Box
Large Core
Total Number of Employees
95,702

Competitors

Valuation

Metric
ITUB3
BSAC
BBD
Price/Earnings (Normalized)
7.5912.649.86
Price/Book Value
1.421.460.84
Price/Sales
1.843.771.47
Price/Cash Flow
3.2612.012.32
Price/Earnings
ITUB3
BSAC
BBD

Financial Strength

Metric
ITUB3
BSAC
BBD
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
ITUB3
BSAC
BBD
Return on Assets (Normalized)
1.44%0.83%0.73%
Return on Equity (Normalized)
19.76%13.09%8.34%
Return on Invested Capital (Normalized)
Return on Assets
ITUB3
BSAC
BBD
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Banks - Regional Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BNPQY
BNP Paribas ADRKwtfqxbHtxfd$83.0 Bil
ISNPY
Intesa Sanpaolo ADRVtbylbswBnxjl$68.4 Bil
USB
U.S. BancorpJfxbfhflMzz$64.1 Bil
PNC
PNC Financial Services Group IncRrkhnxcvpFbnkns$62.2 Bil
ITUB
Itau Unibanco Holding SA ADRBfcytgwLzc$56.4 Bil
TFC
Truist Financial CorpKxsyfxjzqJdbrrds$50.8 Bil
MFG
Mizuho Financial Group Inc ADRMdzwknpssLxsj$48.9 Bil
LYG
Lloyds Banking Group PLC ADRFpwrwtvxNmtnmw$40.4 Bil
DB
Deutsche Bank AGDblsBwtgg$35.3 Bil
NWG
NatWest Group PLC ADRRlvryXpfm$31.5 Bil

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