Data last refreshed 26 days ago — analysis may not reflect the latest market data

Itaú Unibanco Holding S.A.ITUB

NYSEFinancial Services

NEUTRAL

$7.85

P/E

1.88

PEG

0.22

FCF Yield

Rev Growth YoY

-0.2% YoY

Gross Margin

34.2%

Health Score

5/10

D/E Ratio

4.95

Confidence

LOW


Business Snapshot

Itaú Unibanco Holding S.A. is a dominant Brazilian banking institution, offering a comprehensive suite of retail, corporate, and investment banking services. With TTM revenue of $384.43B, it is one of Latin America’s largest financial conglomerates, commanding a leading market share in Brazil. The bank benefits from a vast branch network, diversified income streams, and strong brand recognition, creating a competitive moat in a concentrated industry. Its scale and recurring fee income provide earnings stability, though it is heavily exposed to Brazilian economic and regulatory cycles.

Financial Health

Gross margin declined from 37.6% to 34.2% year-over-year, while net margin stands at 18.0%, indicating solid profitability but pressure on core lending spreads. The balance sheet is stretched: debt/equity of 4.95x is high by global banking standards, and the current ratio of 0.35x signals tight short-term liquidity...

Risk Assessment

  • VALUATION — The FMP DCF estimate of -$6.69 suggests the stock is significantly overvalued relative to its intrinsic value, conflicting with the low P/E.
  • EARNINGS QUALITY — The company exceeded analyst estimates in 0 of the last 4 quarters, signalling poor forecasting reliability and potential negative surprises.
  • REVENUE DECELERATION — Revenue fell 0.2% year-over-year, marking a decline that contrasts with the positive quarterly sequential growth.
  • DEBT / LIQUIDITY — Debt/equity of 4.95x is elevated, and the current ratio of 0.35x indicates strained short-term liquidity.
  • TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed....
Last updated 635 hours ago · Data sourced from FMP & Finnhub · Not financial advice