Ita Unibanco (Brazil) Performance
| ITUB4 Preferred Stock | BRL 34.01 0.60 1.73% |
The company retains a Market Volatility (i.e., Beta) of 0.32, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ita Unibanco's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ita Unibanco is expected to be smaller as well. At this point, Ita Unibanco Holding has a negative expected return of -0.0909%. Please make sure to check out Ita Unibanco's mean deviation, standard deviation, total risk alpha, as well as the relationship between the coefficient of variation and jensen alpha , to decide if Ita Unibanco Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Ita Unibanco Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Ita Unibanco is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 103.9 B | |
| Free Cash Flow | 121.5 B |
Ita |
Ita Unibanco Relative Risk vs. Return Landscape
If you would invest 3,614 in Ita Unibanco Holding on August 23, 2024 and sell it today you would lose (213.00) from holding Ita Unibanco Holding or give up 5.89% of portfolio value over 90 days. Ita Unibanco Holding is generating negative expected returns and assumes 1.0567% volatility on return distribution over the 90 days horizon. Simply put, 9% of preferred stocks are less volatile than Ita, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ita Unibanco Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ita Unibanco's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Ita Unibanco Holding, and traders can use it to determine the average amount a Ita Unibanco's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.086
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| Negative Returns | ITUB4 |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ita Unibanco is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ita Unibanco by adding Ita Unibanco to a well-diversified portfolio.
Ita Unibanco Fundamentals Growth
Ita Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Ita Unibanco, and Ita Unibanco fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ita Preferred Stock performance.
| Return On Equity | 0.58 | ||||
| Return On Asset | 0.0452 | ||||
| Profit Margin | 0.57 % | ||||
| Operating Margin | 0.54 % | ||||
| Current Valuation | 489.01 B | ||||
| Shares Outstanding | 4.84 B | ||||
| Price To Earning | 13.82 X | ||||
| Price To Book | 1.37 X | ||||
| Price To Sales | 1.86 X | ||||
| Revenue | 138.6 B | ||||
| EBITDA | 114.14 B | ||||
| Cash And Equivalents | 366.77 B | ||||
| Cash Per Share | 37.42 X | ||||
| Total Debt | 275.73 B | ||||
| Book Value Per Share | 16.82 X | ||||
| Cash Flow From Operations | 129.97 B | ||||
| Earnings Per Share | 3.01 X | ||||
| Total Asset | 2.32 T | ||||
| Retained Earnings | 32.44 B | ||||
| Current Asset | 542.76 B | ||||
| Current Liabilities | 635.27 B | ||||
About Ita Unibanco Performance
Assessing Ita Unibanco's fundamental ratios provides investors with valuable insights into Ita Unibanco's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Ita Unibanco is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Ita Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. Ita Unibanco Holding S.A. is a subsidiary of IUPAR - Ita Unibanco Participaes S.A. ITAUUNIBANCOPN operates under BanksRegional classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 99600 people.Things to note about Ita Unibanco Holding performance evaluation
Checking the ongoing alerts about Ita Unibanco for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Ita Unibanco Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ita Unibanco Holding generated a negative expected return over the last 90 days |
- Analyzing Ita Unibanco's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ita Unibanco's stock is overvalued or undervalued compared to its peers.
- Examining Ita Unibanco's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ita Unibanco's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ita Unibanco's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Ita Unibanco's preferred stock. These opinions can provide insight into Ita Unibanco's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Ita Preferred Stock Analysis
When running Ita Unibanco's price analysis, check to measure Ita 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 Ita Unibanco is operating at the current time. Most of Ita Unibanco's value examination focuses on studying past and present price action to predict the probability of Ita 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 Ita Unibanco's price. Additionally, you may evaluate how the addition of Ita Unibanco to your portfolios can decrease your overall portfolio volatility.