Itau Unibanco Holding SA (ITUB) versus The Competition Financial Survey

Itau Unibanco Holding SA (NYSE: ITUB) is one of 328 public companies in the “Banks” industry, but how does it weigh in compared to its competitors? We will compare Itau Unibanco Holding SA to similar businesses based on the strength of its dividends, valuation, risk, analyst recommendations, institutional ownership, earnings and profitability.

Profitability

This table compares Itau Unibanco Holding SA and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Itau Unibanco Holding SA 20.88% 20.59% 2.03%
Itau Unibanco Holding SA Competitors 18.90% 8.87% 0.94%

Risk & Volatility

Itau Unibanco Holding SA has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500. Comparatively, Itau Unibanco Holding SA’s competitors have a beta of 0.78, meaning that their average share price is 22% less volatile than the S&P 500.

Institutional and Insider Ownership

4.5% of Itau Unibanco Holding SA shares are held by institutional investors. Comparatively, 52.4% of shares of all “Banks” companies are held by institutional investors. 10.5% of shares of all “Banks” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Itau Unibanco Holding SA and its competitors, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Itau Unibanco Holding SA 0 3 0 0 2.00
Itau Unibanco Holding SA Competitors 2057 8172 8304 321 2.37

Itau Unibanco Holding SA currently has a consensus target price of $12.50, suggesting a potential downside of 7.06%. As a group, “Banks” companies have a potential downside of 8.01%. Given Itau Unibanco Holding SA’s higher possible upside, research analysts clearly believe Itau Unibanco Holding SA is more favorable than its competitors.

Valuation and Earnings

This table compares Itau Unibanco Holding SA and its competitors top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Itau Unibanco Holding SA $28.67 billion N/A 12.01
Itau Unibanco Holding SA Competitors N/A N/A 19.48

Itau Unibanco Holding SA is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Dividends

Itau Unibanco Holding SA pays an annual dividend of $0.06 per share and has a dividend yield of 0.4%. Itau Unibanco Holding SA pays out 5.4% of its earnings in the form of a dividend. As a group, “Banks” companies pay a dividend yield of 2.0% and pay out 36.4% of their earnings in the form of a dividend.

Itau Unibanco Holding SA Company Profile

Itau Unibanco Holding S.A. is a holding company. The Company provides a range of financial products and services to individual and corporate clients in Brazil and abroad. The Company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market + Corporation. The Retail Banking segment offers banking products and services to a diversified client base of account holders and non-account holders, individuals and companies. The Wholesale Banking segment offers products and services to middle-market companies, high-net worth clients (Private Banking) and institutional clients. The Company’s Activities with the Market + Corporation segment mainly manages the financial results associated with capital surplus, subordinated debt, and net debt of tax credits and debits. The Company provides banking activities, through its commercial, investment, real estate loan, finance and investment credit, and lease portfolios, including foreign exchange operations.

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