Itau Unibanco Banco Stock Buy Hold or Sell Recommendation
| ITUB Stock | USD 6.05 0.02 0.33% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Itau Unibanco Banco is 'Cautious Hold'. Macroaxis provides Itau Unibanco buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ITUB positions. The advice algorithm takes into account all of Itau Unibanco's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Itau Unibanco's buy or sell advice are summarized below:
Real Value 6.03 | Target Price 6.61 | Hype Value 6.05 | Market Value 6.05 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Itau Unibanco Banco given historical horizon and risk tolerance towards Itau Unibanco. When Macroaxis issues a 'buy' or 'sell' recommendation for Itau Unibanco Banco, the advice is generated through an automated system that utilizes algorithms and statistical models.
Itau |
Execute Itau Unibanco Buy or Sell Advice
The Itau recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Itau Unibanco Banco. Macroaxis does not own or have any residual interests in Itau Unibanco Banco or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Itau Unibanco's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Itau Unibanco Trading Alerts and Improvement Suggestions
| Itau Unibanco Banco generated a negative expected return over the last 90 days | |
| Itau Unibanco Banco has high likelihood to experience some financial distress in the next 2 years | |
| On 8th of April 2024 Itau Unibanco paid $ 0.004 per share dividend to its current shareholders | |
| Latest headline from news.google.com: NewEdge Wealth LLC Invests 244000 in Ita Unibanco Holding S.A. - Defense World |
Itau Unibanco Returns Distribution Density
The distribution of Itau Unibanco's historical returns is an attempt to chart the uncertainty of Itau Unibanco's future price movements. The chart of the probability distribution of Itau Unibanco daily returns describes the distribution of returns around its average expected value. We use Itau Unibanco Banco price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Itau Unibanco returns is essential to provide solid investment advice for Itau Unibanco.
| Mean Return | -0.07 | Value At Risk | -3.12 | Potential Upside | 2.08 | Standard Deviation | 1.75 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Itau Unibanco historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Itau Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Itau Unibanco is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Itau Unibanco Banco backward and forwards among themselves. Itau Unibanco's institutional investor refers to the entity that pools money to purchase Itau Unibanco's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Antipodes Partners Limited | 2023-12-31 | 17.7 M | Dodge & Cox | 2023-12-31 | 15.9 M | Baillie Gifford & Co Limited. | 2023-12-31 | 15 M | Carmignac Gestion | 2023-12-31 | 13.3 M | State Street Corporation | 2023-12-31 | 12 M | William Blair Investment Management, Llc | 2023-12-31 | 11.3 M | Citigroup Inc | 2023-12-31 | 10.4 M | Seafarer Capital Partners, Llc | 2023-12-31 | 10.2 M | Ameriprise Financial Inc | 2023-12-31 | 10.2 M | Goldman Sachs Group Inc | 2023-12-31 | 106.4 M | Schroder Investment Management Group | 2023-12-31 | 88.3 M |
Itau Unibanco Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Capital Expenditures | 4.3B | 5.3B | 9.1B | 8.5B | 9.2B | 9.7B | |
| Net Income | 27.8B | 15.1B | 28.4B | 30.7B | 33.1B | 34.8B | |
| End Period Cash Flow | 70.8B | 105.8B | 109.7B | 104.3B | 53.5B | 61.5B | |
| Change In Cash | (24.7B) | 35.0B | 3.9B | 370M | 53.5B | 56.1B | |
| Free Cash Flow | 30.9B | 54.2B | 51.0B | 121.5B | 107.7B | 113.1B | |
| Depreciation | 3.6B | 3.7B | 4.2B | 4.8B | 6.5B | 6.9B | |
| Other Non Cash Items | 21.2B | 36.4B | 44.8B | 43.2B | 44.5B | 23.6B | |
| Dividends Paid | 25.9B | 11.6B | 6.3B | 6.7B | (10.3B) | (9.8B) | |
| Investments | (38.7B) | 753M | 4.0B | (73.6B) | (67.1B) | (63.7B) | |
| Net Borrowings | 5.7B | (5.3B) | (24.2B) | (22.2B) | (20.0B) | (19.0B) | |
| Change To Netincome | 29.4B | 37.1B | 62.3B | 53.8B | 61.8B | 40.6B |
Itau Unibanco Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Itau Unibanco or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Itau Unibanco's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Itau stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.09 | |
β | Beta against NYSE Composite | 0.13 | |
σ | Overall volatility | 1.73 | |
Ir | Information ratio | -0.09 |
Itau Unibanco Volatility Alert
Itau Unibanco Banco exhibits very low volatility with skewness of 0.4 and kurtosis of 2.54. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Itau Unibanco's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Itau Unibanco's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Itau Unibanco Fundamentals Vs Peers
Comparing Itau Unibanco's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Itau Unibanco's direct or indirect competition across all of the common fundamentals between Itau Unibanco and the related equities. This way, we can detect undervalued stocks with similar characteristics as Itau Unibanco or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Itau Unibanco's fundamental indicators could also be used in its relative valuation, which is a method of valuing Itau Unibanco by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Itau Unibanco to competition |
| Fundamentals | Itau Unibanco | Peer Average |
| Return On Equity | 0.18 | -0.31 |
| Return On Asset | 0.0139 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.33 % | (5.51) % |
| Current Valuation | 539.66 B | 16.62 B |
| Shares Outstanding | 9.8 B | 571.82 M |
| Shares Owned By Institutions | 19.23 % | 39.21 % |
| Number Of Shares Shorted | 20.82 M | 4.71 M |
| Price To Earning | 13.59 X | 28.72 X |
| Price To Book | 1.65 X | 9.51 X |
| Price To Sales | 0.50 X | 11.42 X |
| Revenue | 344.76 B | 9.43 B |
| Gross Profit | 115.57 B | 27.38 B |
| EBITDA | 6.68 B | 3.9 B |
| Net Income | 33.1 B | 570.98 M |
| Cash And Equivalents | 366.77 B | 2.7 B |
| Cash Per Share | 37.42 X | 5.01 X |
| Total Debt | 821.07 B | 5.32 B |
| Debt To Equity | 9.14 % | 48.70 % |
| Book Value Per Share | 19.40 X | 1.93 K |
| Cash Flow From Operations | 116.92 B | 971.22 M |
| Short Ratio | 1.77 X | 4.00 X |
| Earnings Per Share | 0.64 X | 3.12 X |
| Price To Earnings To Growth | 0.86 X | 4.89 X |
| Target Price | 7.67 | |
| Beta | 0.54 | -0.15 |
| Market Capitalization | 59.11 B | 19.03 B |
| Total Asset | 2.55 T | 29.47 B |
| Retained Earnings | 86.89 B | 9.33 B |
| Working Capital | (106.3 B) | 1.48 B |
| Current Asset | 616.11 B | 9.34 B |
| Current Liabilities | 722.41 B | 7.9 B |
| Annual Yield | 0.01 % |
Itau Unibanco Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Itau . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Itau Unibanco Buy or Sell Advice
When is the right time to buy or sell Itau Unibanco Banco? Buying financial instruments such as Itau Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 321.2B | 428.0B | 821.1B | 862.1B | Total Assets | 2.1T | 2.3T | 2.6T | 2.7T |
Use Investing Ideas to Build Portfolios
In addition to having Itau Unibanco in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
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Check out Itau Unibanco Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for Itau Stock analysis
When running Itau Unibanco's price analysis, check to measure Itau Unibanco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Itau Unibanco is operating at the current time. Most of Itau Unibanco's value examination focuses on studying past and present price action to predict the probability of Itau Unibanco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Itau Unibanco's price. Additionally, you may evaluate how the addition of Itau Unibanco to your portfolios can decrease your overall portfolio volatility.
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Is Itau Unibanco's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Itau Unibanco. If investors know Itau will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Itau Unibanco listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.203 | Dividend Share 2.193 | Earnings Share 0.64 | Revenue Per Share 12.708 | Quarterly Revenue Growth 0.113 |
The market value of Itau Unibanco Banco is measured differently than its book value, which is the value of Itau that is recorded on the company's balance sheet. Investors also form their own opinion of Itau Unibanco's value that differs from its market value or its book value, called intrinsic value, which is Itau Unibanco's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Itau Unibanco's market value can be influenced by many factors that don't directly affect Itau Unibanco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Itau Unibanco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Itau Unibanco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Itau Unibanco's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.