Itaú Unibanco Holding S.A.(ITUB)
NASDAQ

Fundamental Analysis & Financials

$9.51
0.24 (2.59%)

Valuation Snapshot

What the multiples imply about expectations

The market considers the company to be a mid-cap company with a significant market presence. At current multiples, it trades attractively valued—reflecting market expectations.

Valuation Metrics

Ratios and multiples

Forward P/E
9.83
EV/Revenue (TTM)5.02

Financial Health

Liquidity and leverage

ROE (TTM)21.01%
ROA (TTM)1.55%

The company's financial health appears moderate. High ROE and moderate ROA reflect reasonably efficient capital use. Debt is manageable within acceptable ranges.

Valuation Multiples

Current valuation metrics

P/E Ratio12.14
P/B Ratio2.63
P/S Ratio0.74
PEG Ratio1.50

Quarterly Earnings History

Recent quarterly financial performance and trends

Latest Quarter
Q4 2025
Revenue (TTM)
$42.12B
Net Income (TTM)
$11.91B
EPS (Diluted)
N/A
QuarterRevenueNet IncomeGross ProfitEPS (Basic)EPS (Diluted)Gross MarginNet Margin
Q4 2025(Latest)$42.12B$11.91BN/AN/AN/AN/A28.3%
Q3 2025$42.17B$11.31BN/A$1.02$1.01N/A26.8%
Q2 2025$38.37B$11.14BN/A$1.00$0.99N/A29.0%
Q1 2025$42.59B$10.51BN/A$1.01$1.00N/A24.7%

Key Insights:

  • Revenue decreased by 0.1% from previous quarter
  • Net margin of 28.3% indicates strong profitability

Financial Efficiency

Utilization and collections performance

Asset Turnover 0.05 indicates low efficiency. Receivables Turnover 31.60 and DSO 11.55 reflect excellent collections. ROIC 5.9% highlights weak capital returns.

Efficiency Metrics

Asset Turnover0.05
Receivables Turnover31.60
Days Sales Outstanding11.55
ROIC (TTM)5.9%

Profitability & Growth

Margins and earnings power

Revenue (TTM)
$138.95B
11.00 YoY
Profit Margin (TTM)
32.28%
Operating Margin (TTM)
37.31%
Gross Profit (TTM)
$138.95B
Gross Margin 0.00%
Net Income (TTM)
$44.86B
Earnings 2.80% YoY

Efficiency Performance Matrix

4-quadrant analysis of operational efficiency vs profitability

Efficiency vs Profitability Quadrants

High Efficiency
High Margin
High Efficiency
Low Margin
Low Efficiency
High Margin
Low Efficiency
Low Margin

Efficiency Analysis

Asset Turnover
Efficiency:0.05x
Margin:0.0%
Quadrant:Weak Operations
Receivables Turnover
Efficiency:31.60x
Margin:37.3%
Quadrant:Optimal
Working Capital
Efficiency:NaNx
Margin:32.3%
Quadrant:Unknown
Overall Efficiency Score

Mixed efficiency profile requiring targeted improvements

⚠️ Thresholds are benchmark-based heuristics derived from long-term industry averages, not strict valuation rules.

• Bubble size represents ROIC magnitude

• Green (Optimal): Excellent efficiency-profitability balance

• Blue (Efficiency-Driven): High turnover, room to improve margins

• Yellow (Margin-Driven): Strong margins, opportunity to improve efficiency

• Red (Weak Operations): Areas needing improvement on both dimensions

Market Data & Share Structure

Comprehensive valuation metrics and ownership breakdown

Market Data & Capitalization

Market Cap
$103.10B
Mega-cap: Premium liquidity & institutional favorite
Enterprise Value
$697.13B
EV 576% > Market Cap: Net debt position
Next Earnings Date
05/05/2026
69 days away - quarterly results release

Share Statistics & Ownership

Shares Outstanding
N/A
Total shares issued and held by all shareholders
Shares Float
N/A
Shares available for public trading
Institutional Ownership
N/A
Held by funds, pensions, endowments
Insider Ownership
N/A
Held by executives and board members
Shares Short
N/A
Shares sold short - bearish bets
Implied Shares Outstanding
N/A
Calculated from market cap and price

Profitability Margin Pyramid

Hierarchical view of margin compression from revenue to net income

Margin Hierarchy by Profitability Level

100.0%
Revenue
$138.95B
0.0%
Gross Profit
$138.95B
0.0%
EBITDA
32.3%
Net Income
$44.86B
Margin Profile:
Revenue100.0% margin (Top line revenue generation)
Gross Profit0.0% margin (Revenue minus cost of goods sold)
EBITDA0.0% margin (Earnings before interest, taxes, depreciation, and amortization)
Net Income32.3% margin (Bottom line profitability after all expenses)

Margin Analysis

Total Revenue

Amount:$138.95B
Margin:100.0%
Top line revenue generation

Gross Profit

Amount:$138.95B
Margin:0.0%
Revenue minus cost of goods sold

EBITDA

Amount:N/A
Margin:0.0%
Earnings before interest, taxes, depreciation, and amortization

Net Income

Amount:$44.86B
Margin:32.3%
Bottom line profitability after all expenses

Margin Quality Assessment

Excellent margin structure with strong bottom-line profitability

• Larger circles represent higher dollar amounts

• Margin percentages show profitability at each level

• Blue: Revenue base

• Green: Gross profitability

• Yellow: Operating performance

• Red: Net profitability

Operating Cash & Liquidity

Core cash generation and short-term solvency

Cash Flow Analysis

Operating Cash Flow (TTM)

$-25.28B

Cash from core operations

Free Cash Flow (TTM)

Available after capex

Financial Position & Liquidity

Current Ratio

Quick Ratio

Net Cash

$-585.44B

Net debtor

Total Cash

$482.60B

Balance sheet cash

Total Debt

$1.07T

Outstanding borrowings

Dividends & Shareholder Returns

Policy stance and implications

The company maintains a moderate dividend policy with a payout ratio of 76.0% (Cash flow coverage: -0.7x). The dividends appear stretched and require periodic review of cash flow trends.

Payout Ratio
76.03%
Trailing Dividend Rate
2.955
Trailing Dividend Yield
0.32%
5 Year Avg Dividend Yield
3.86%
Forward Annual Dividend Rate
0.04
Forward Annual Dividend Yield
0.42%
Ex-Dividend Date
03/03/2026
Last Split
12/29/2025 (1.03)