What is a stock summary page? Click here for an overview.
Business Description
Itausa Investimentos ITAU SA
ISIN : BRITSAACNOR0
Compare
Compare
Traded in other countries / regions
ITSA3.Brazil IPO Date
1995-09-01Description
Itausa Investimentos ITAU SA is a Brazilian investment holding company. It has equity interests in the companies engaged in the financial, consumer goods, construction materials, sanitation, energy, and infrastructure sectors. Its portfolio consists of brands such as Itau Unibanco, Dexco, Alpargatas, CCR, Aegea Saneamento, Copa Energia and Nova Transportadora do Sudeste (NTS). The majority of the revenue for the company is generated from Itau Unibanco which is a banking institution that offers, directly or using its subsidiaries, a broad range of credit products and other financial services to a diversified individual and corporate client base in Brazil and abroad.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.59 | |||||
| Equity-to-Asset | 0.79 | |||||
| Debt-to-Equity | 0.13 | |||||
| Debt-to-EBITDA | 0.67 | |||||
| Interest Coverage | 0.16 | |||||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 3.82 | |||||
| Beneish M-Score | -1.79 | |||||
| WACC vs ROIC | ||||||
Growth Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 3.2 | |||||
| 3-Year EBITDA Growth Rate | 10.1 | |||||
| 3-Year EPS without NRI Growth Rate | 11.8 | |||||
| 3-Year Book Growth Rate | 10.8 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 12.87 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 33.32 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 49.15 | |||||
| 9-Day RSI | 48.38 | |||||
| 14-Day RSI | 49.86 | |||||
| 3-1 Month Momentum % | 5.92 | |||||
| 6-1 Month Momentum % | -6.72 | |||||
| 12-1 Month Momentum % | -1.88 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.17 | |||||
| Quick Ratio | 1.88 | |||||
| Cash Ratio | 1.21 | |||||
| Days Inventory | 94.81 | |||||
| Days Sales Outstanding | 57.89 | |||||
| Days Payable | 76.36 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 7.58 | |||||
| Dividend Payout Ratio | 0.27 | |||||
| 3-Year Dividend Growth Rate | -4.4 | |||||
| Forward Dividend Yield % | 8.32 | |||||
| 5-Year Yield-on-Cost % | 6.68 | |||||
| 3-Year Average Share Buyback Ratio | -0.3 | |||||
| Shareholder Yield % | 7.42 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 29.78 | |||||
| Operating Margin % | 2.73 | |||||
| Net Margin % | 179.45 | |||||
| FCF Margin % | -9.01 | |||||
| ROE % | 17.43 | |||||
| ROA % | 13.58 | |||||
| ROIC % | 0.22 | |||||
| 3-Year ROIIC % | -5.29 | |||||
| ROC (Joel Greenblatt) % | 310.11 | |||||
| ROCE % | 16.08 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 7.08 | |||||
| Forward PE Ratio | 6.19 | |||||
| PE Ratio without NRI | 7.3 | |||||
| Shiller PE Ratio | 7.74 | |||||
| Price-to-Owner-Earnings | 7.04 | |||||
| PEG Ratio | 0.54 | |||||
| PS Ratio | 12.71 | |||||
| PB Ratio | 1.15 | |||||
| Price-to-Tangible-Book | 1.17 | |||||
| Price-to-Operating-Cash-Flow | 171.61 | |||||
| EV-to-EBIT | 6.91 | |||||
| EV-to-Forward-EBIT | 7.35 | |||||
| EV-to-EBITDA | 6.42 | |||||
| EV-to-Forward-EBITDA | 7.35 | |||||
| EV-to-Revenue | 13.75 | |||||
| EV-to-Forward-Revenue | 7.08 | |||||
| EV-to-FCF | -153.36 | |||||
| Price-to-GF-Value | 1.1 | |||||
| Price-to-Projected-FCF | 1.52 | |||||
| Price-to-DCF (Earnings Based) | 0.6 | |||||
| Price-to-Median-PS-Value | 0.93 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.44 | |||||
| Price-to-Graham-Number | 0.62 | |||||
| Earnings Yield (Greenblatt) % | 14.48 | |||||
| FCF Yield % | -0.71 | |||||
| Forward Rate of Return (Yacktman) % | 16.25 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Itausa Investimentos ITAU SA Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil R$) | 8,235 | ||
| EPS (TTM) (R$) | 1.357 | ||
| Beta | 0.97 | ||
| 3-Year Sharpe Ratio | 0.05 | ||
| 3-Year Sortino Ratio | 0.08 | ||
| Volatility % | 18.34 | ||
| 14-Day RSI | 49.86 | ||
| 14-Day ATR (R$) | 0.223239 | ||
| 20-Day SMA (R$) | 9.759 | ||
| 12-1 Month Momentum % | -1.88 | ||
| 52-Week Range (R$) | 8.679596 - 10.693081 | ||
| Shares Outstanding (Mil) | 10,892.13 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Itausa Investimentos ITAU SA Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Itausa Investimentos ITAU SA Stock Events
| Event | Date | Price (R$) | ||
|---|---|---|---|---|
| No Event Data | ||||
Itausa Investimentos ITAU SA Frequently Asked Questions
What is Itausa Investimentos ITAU SA(BSP:ITSA3)'s stock price today?
The current price of BSP:ITSA3 is R$9.61. The 52 week high of BSP:ITSA3 is R$10.69 and 52 week low is R$8.68.
When is next earnings date of Itausa Investimentos ITAU SA(BSP:ITSA3)?
The next earnings date of Itausa Investimentos ITAU SA(BSP:ITSA3) is 2025-05-12.
Does Itausa Investimentos ITAU SA(BSP:ITSA3) pay dividends? If so, how much?
The Dividend Yield %  of Itausa Investimentos ITAU SA(BSP:ITSA3) is 7.58% (As of Today), Highest Dividend Payout Ratio of Itausa Investimentos ITAU SA(BSP:ITSA3) was 0.83. The lowest was 0.13. And the median was 0.45. The  Forward Dividend Yield % of Itausa Investimentos ITAU SA(BSP:ITSA3) is 8.32%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers