Itau Unibanco Holding SA ADR ITUB N

Morningstar Rating
MX$143.75 +1.15 (0.81%)
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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

ITUB N is trading at a LOCK|>sf%^ premium.
Price
MX$143.50
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
MX$142.60
Day Range
MX$143.50–143.77
52-Week Range
MX$110.00–172.88
Bid/Ask
MX$143.00 / MX$148.00
Shares Outstanding
11.02B
Market Cap
$1.58T
Volume/Avg
510 / 8,284

Key Statistics

Price/Earnings (Normalized)
8.46
Price/Sales
2.79
Dividend Yield (Trailing)
2.03%
Dividend Yield (Forward)
0.51%
Dividend Payment Schedule
Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec
Total Yield
2.78%

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 35% and 43% of the bank's total loans, respectively, while foreign loans account for 22% of its portfolio as of the end of 2025. 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 Value
Total Number of Employees
92,470

Competitors

Valuation

Metric
ITUB N
BSAC
BBD
Price/Earnings (Normalized)
8.4611.915.35
Price/Book Value
2.162.790.82
Price/Sales
2.794.181.27
Price/Cash Flow
5.5128.123.92
Price/Earnings
ITUB N
BSAC
BBD

Financial Strength

Metric
ITUB N
BSAC
BBD
Quick Ratio
———
Current Ratio
———
Interest Coverage
———
Quick Ratio
No chart available

Profitability

Metric
ITUB N
BSAC
BBD
Return on Assets (Normalized)
1.88%1.73%1.32%
Return on Equity (Normalized)
27.26%24.25%17.30%
Return on Invested Capital (Normalized)
———
Return on Assets
ITUB N
BSAC
BBD

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LOCK|bR^^NGLOCK|C$F$89B
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