Business Description
Itausa Investimentos ITAU SA
ISIN : BRITSAACNOR0
Total Employee Number:
129,000Compare
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Traded in other countries / regions
ITSA3.Brazil IPO Date
1995-09-01Description
Itausa Investimentos ITAU SA is a Brazilian investment holding company. The purpose of the company is to hold equity interests in other companies, in Brazil or abroad, for investment in any sectors of the economy, including through investment funds, disseminating among its investees its principles of appreciation of human capital, governance, and ethics in business. Its portfolio consists of brands such as Itau Unibanco, Motiva, Alpargatas, Aegea, 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 & corporate client base in Brazil and abroad.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.57 | |||||
Equity-to-Asset | 0.79 | |||||
Debt-to-Equity | 0.14 | |||||
Debt-to-EBITDA | 0.62 | |||||
Piotroski F-Score | 4/9 | |||||
Altman Z-Score | 5.36 | |||||
Beneish M-Score | -1.63 | |||||
WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | -3.1 | |||||
3-Year EBITDA Growth Rate | 0.5 | |||||
3-Year EPS without NRI Growth Rate | 4.5 | |||||
3-Year FCF Growth Rate | 18.8 | |||||
3-Year Book Growth Rate | 6.2 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 12.12 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 35.45 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 70.31 | |||||
9-Day RSI | 66.67 | |||||
14-Day RSI | 61.62 | |||||
3-1 Month Momentum % | -8.17 | |||||
6-1 Month Momentum % | 5.78 | |||||
12-1 Month Momentum % | 17.5 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.38 | |||||
Quick Ratio | 2.06 | |||||
Cash Ratio | 1.31 | |||||
Days Inventory | 102.39 | |||||
Days Sales Outstanding | 50.9 | |||||
Days Payable | 68.24 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 4.03 | |||||
Dividend Payout Ratio | 0.31 | |||||
3-Year Dividend Growth Rate | 33.4 | |||||
Forward Dividend Yield % | 0.71 | |||||
5-Year Yield-on-Cost % | 8.99 | |||||
3-Year Average Share Buyback Ratio | -0.6 | |||||
Shareholder Yield % | 4.7 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 25.32 | |||||
Operating Margin % | -0.32 | |||||
Net Margin % | 203.03 | |||||
EBITDA Margin % | 236.41 | |||||
FCF Margin % | -4.88 | |||||
OCF Margin % | 5.97 | |||||
ROE % | 19 | |||||
ROA % | 15.06 | |||||
ROIC % | -0.03 | |||||
3-Year ROIIC % | -9.39 | |||||
ROC (Joel Greenblatt) % | 318.79 | |||||
ROCE % | 17.18 | |||||
Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 8.98 | |||||
Forward PE Ratio | 7.7 | |||||
PE Ratio without NRI | 8.91 | |||||
Shiller PE Ratio | 10.3 | |||||
Price-to-Owner-Earnings | 9.01 | |||||
PEG Ratio | 0.6 | |||||
PS Ratio | 18.21 | |||||
PB Ratio | 1.69 | |||||
Price-to-Tangible-Book | 1.71 | |||||
Price-to-Operating-Cash-Flow | 302.22 | |||||
EV-to-EBIT | 8.79 | |||||
EV-to-Forward-EBIT | 7.67 | |||||
EV-to-EBITDA | 8.21 | |||||
EV-to-Forward-EBITDA | 7.67 | |||||
EV-to-Revenue | 19.41 | |||||
EV-to-Forward-Revenue | 7.39 | |||||
EV-to-FCF | -397.96 | |||||
Price-to-GF-Value | 1.33 | |||||
Price-to-Projected-FCF | 2.27 | |||||
Price-to-Median-PS-Value | 1.24 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.03 | |||||
Price-to-Graham-Number | 0.82 | |||||
Earnings Yield (Greenblatt) % | 11.38 | |||||
FCF Yield % | -0.27 | |||||
Forward Rate of Return (Yacktman) % | 8.22 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Itausa Investimentos ITAU SA Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil R$) | 8,365 | ||
| EPS (TTM) (R$) | 1.515 | ||
| Beta | 1.1353 | ||
| 3-Year Sharpe Ratio | 0.63 | ||
| 3-Year Sortino Ratio | 1.22 | ||
| Volatility % | 21.17 | ||
| 14-Day RSI | 61.62 | ||
| 14-Day ATR (R$) | 0.261757 | ||
| 20-Day SMA (R$) | 13.1375 | ||
| 12-1 Month Momentum % | 17.5 | ||
| 52-Week Range (R$) | 9.980392 - 15.03 | ||
| Shares Outstanding (Mil) | 11,207.03 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Itausa Investimentos ITAU SA Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Itausa Investimentos ITAU SA Stock Events
| Event | Date | Price (R$) | ||
|---|---|---|---|---|
| BRL 0.024243 Cash Dividend | 2026-12-01 | In 147 days | ||
| Third quarter earnings results for 2026 | 2026-11-09 | In 125 days | ||
| BRL 0.024243 Cash Dividend | 2026-09-01 | In 56 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-11 | In 35 days | ||
| Second quarter earnings results for 2026 | 2026-08-10 | In 34 days | ||
| BRL 0.138000 Cash Dividend | 2026-06-19 | 13.19 (+0.53%) | ||
| BRL 0.024243 Cash Dividend | 2026-06-01 | 13.09 (-0.30%) | ||
| First quarter earnings results for 2026 | 2026-05-11 | 13.50 (+0.90%) | ||
| General meeting for 2025 | 2026-04-30 | 13.59 (-2.58%) | ||
| BRL 0.116000 Cash Dividend | 2026-03-20 | 13.40 (+0.83%) |
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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$13.60. The 52 week high of BSP:ITSA3 is R$15.03 and 52 week low is R$9.98.
When is next earnings date of Itausa Investimentos ITAU SA(BSP:ITSA3)?
The next earnings date of Itausa Investimentos ITAU SA(BSP:ITSA3) is 2026-08-10.
Does Itausa Investimentos ITAU SA(BSP:ITSA3) pay dividends? If so, how much?
The Dividend Yield %  of Itausa Investimentos ITAU SA(BSP:ITSA3) is 4.03% (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 0.47. The  Forward Dividend Yield % of Itausa Investimentos ITAU SA(BSP:ITSA3) is 0.71%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Itausa Investimentos ITAU SA
No articles.
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