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Itau Unibanco Holding (BUE:ITUB) Cyclically Adjusted PS Ratio : 2.09 (As of Jun. 03, 2025)


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What is Itau Unibanco Holding Cyclically Adjusted PS Ratio?

As of today (2025-06-03), Itau Unibanco Holding's current share price is ARS7770.00. Itau Unibanco Holding's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2025 was ARS3,714.16. Itau Unibanco Holding's Cyclically Adjusted PS Ratio for today is 2.09.

The historical rank and industry rank for Itau Unibanco Holding's Cyclically Adjusted PS Ratio or its related term are showing as below:

BUE:ITUB' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 1.32   Med: 1.97   Max: 2.84
Current: 2.32

During the past years, Itau Unibanco Holding's highest Cyclically Adjusted PS Ratio was 2.84. The lowest was 1.32. And the median was 1.97.

BUE:ITUB's Cyclically Adjusted PS Ratio is ranked better than
59.95% of 1246 companies
in the Banks industry
Industry Median: 2.72 vs BUE:ITUB: 2.32

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Itau Unibanco Holding's adjusted revenue per share data for the three months ended in Mar. 2025 was ARS773.163. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is ARS3,714.16 for the trailing ten years ended in Mar. 2025.

Shiller PE for Stocks: The True Measure of Stock Valuation


Itau Unibanco Holding Cyclically Adjusted PS Ratio Historical Data

The historical data trend for Itau Unibanco Holding's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Itau Unibanco Holding Cyclically Adjusted PS Ratio Chart

Itau Unibanco Holding Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.35 1.46 1.59 1.98 1.76

Itau Unibanco Holding Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.03 1.88 2.08 1.76 1.94

Competitive Comparison of Itau Unibanco Holding's Cyclically Adjusted PS Ratio

For the Banks - Regional subindustry, Itau Unibanco Holding's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Itau Unibanco Holding's Cyclically Adjusted PS Ratio Distribution in the Banks Industry

For the Banks industry and Financial Services sector, Itau Unibanco Holding's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Itau Unibanco Holding's Cyclically Adjusted PS Ratio falls into.


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Itau Unibanco Holding Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Itau Unibanco Holding's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=7770.00/3714.16
=2.09

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Itau Unibanco Holding's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2025 is calculated as:

For example, Itau Unibanco Holding's adjusted Revenue per Share data for the three months ended in Mar. 2025 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=773.163/168.1016*168.1016
=773.163

Current CPI (Mar. 2025) = 168.1016.

Itau Unibanco Holding Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201506 6.911 100.006 11.617
201509 3.536 101.392 5.862
201512 8.192 104.247 13.210
201603 10.546 106.979 16.571
201606 11.537 108.851 17.817
201609 11.395 109.986 17.416
201612 12.271 110.802 18.617
201703 12.770 111.869 19.189
201706 11.691 112.115 17.529
201709 14.677 112.777 21.877
201712 13.008 114.068 19.170
201803 14.953 114.868 21.883
201806 12.119 117.038 17.407
201809 22.485 117.881 32.064
201812 24.337 118.340 34.571
201903 25.441 120.124 35.602
201906 29.148 120.977 40.502
201909 32.014 121.292 44.369
201912 43.224 123.436 58.865
202003 13.919 124.092 18.855
202006 27.706 123.557 37.694
202009 30.934 125.095 41.569
202012 60.093 129.012 78.300
202103 40.850 131.660 52.157
202106 55.074 133.871 69.157
202109 50.027 137.913 60.978
202112 55.595 141.992 65.818
202203 66.615 146.537 76.418
202206 74.696 149.784 83.831
202209 84.150 147.800 95.709
202212 101.903 150.207 114.043
202303 120.387 153.352 131.966
202306 177.472 154.519 193.072
202309 263.363 155.464 284.773
202312 215.619 157.148 230.648
202403 628.016 159.372 662.414
202406 618.148 161.052 645.208
202409 635.591 162.342 658.139
202412 516.180 164.740 526.712
202503 773.163 168.102 773.163

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Itau Unibanco Holding  (BUE:ITUB) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Itau Unibanco Holding Cyclically Adjusted PS Ratio Related Terms

Thank you for viewing the detailed overview of Itau Unibanco Holding's Cyclically Adjusted PS Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Itau Unibanco Holding Business Description

Address
Praca Alfredo Egydio de Souza Aranha, 100, Torre Olavo Setubal, Parque Jabaquara, Sao Paulo, SP, BRA, 04344-902
Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 35% and 43% of the bank's total loans, respectively, while foreign loans account for 22% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.