Itausa Investimentos ITAU (BSP:ITSA3) Enterprise Value: R$162,368 Mil (As of Jul. 06, 2026) ***


BSP:ITSA3 Itausa Investimentos ITAU SA BSP:ITSA3
75 GF Score
Price R$13.60
GF Value R$10.23
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Itausa Investimentos ITAU Enterprise Value?

Itausa Investimentos ITAU BSP:ITSA3 +0.82% 75 Enterprise Value is R$162,368 Mil as of Jul. 06, 2026. GuruFocus rates BSP:ITSA3 with a GF Score™ of 75/100 and a GF Value™ of R$10.23 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Itausa Investimentos ITAU's Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was R$18,473 Mil. Therefore, Itausa Investimentos ITAU's EV-to-EBIT ratio for today is 8.79.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Itausa Investimentos ITAU's Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 was R$19,776 Mil. Therefore, Itausa Investimentos ITAU's EV-to-EBITDA ratio for today is 8.21.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Itausa Investimentos ITAU's Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 was R$8,365 Mil. Therefore, Itausa Investimentos ITAU's EV-to-Revenue ratio for today is 19.41.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, Itausa Investimentos ITAU's Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was R$499 Mil. Therefore, Itausa Investimentos ITAU's EV-to-OCF ratio for today is 325.39.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Itausa Investimentos ITAU's Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 was R$-408 Mil. Therefore, Itausa Investimentos ITAU's EV-to-FCF ratio for today is -397.96.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


Itausa Investimentos ITAU  (BSP:ITSA3) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.

Itausa Investimentos ITAU's EV-to-EBIT for today is

EV-to-EBIT=Enterprise Value (Today)/EBIT (TTM)
=162367.646/18473
=8.79

Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil.
Itausa Investimentos ITAU's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$18,473 Mil.

2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.

Itausa Investimentos ITAU's EV-to-EBITDA for today is:

EV-to-EBITDA=Enterprise Value (Today)/EBITDA(TTM)
=162367.646/19776
=8.21

Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil.
Itausa Investimentos ITAU's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$19,776 Mil.

3. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Itausa Investimentos ITAU's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=162367.646/8365
=19.41

Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil.
Itausa Investimentos ITAU's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$8,365 Mil.

4. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

Itausa Investimentos ITAU's EV-to-OCF for today is:

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=162367.646/499
=325.39

Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil.
Itausa Investimentos ITAU's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$499 Mil.

5. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

Itausa Investimentos ITAU's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=162367.646/-408
=-397.96

Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil.
Itausa Investimentos ITAU's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$-408 Mil.

* 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.


Itausa Investimentos ITAU Enterprise Value Related Terms


Itausa Investimentos ITAU Enterprise Value Historical Data

* Premium members only.

The historical data trend for Itausa Investimentos ITAU's Enterprise Value 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.

Itausa Investimentos ITAU Enterprise Value Chart

Itausa Investimentos ITAU Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 89,550.23 96,235.17 114,694.23 106,927.30 144,815.05

Itausa Investimentos ITAU Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Enterprise Value 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 114,335.05 128,774.27 135,985.84 144,815.05 165,453.38

BSP:ITSA3 vs HON, MMM: Enterprise Value Comparison

For the Conglomerates subindustry, Itausa Investimentos ITAU's Enterprise Value, along with its competitors' market caps and Enterprise Value 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.


Itausa Investimentos ITAU Enterprise Value vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Itausa Investimentos ITAU's Enterprise Value falls into.


BSP:ITSA3
75GF Score
Itausa Investimentos ITAU SA BSP:ITSA3
Enterprise Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Itausa Investimentos ITAU Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Itausa Investimentos ITAU's Enterprise Value for the fiscal year that ended in Dec. 2025 is calculated as

Itausa Investimentos ITAU's Enterprise Value for the quarter that ended in Mar. 2026 is calculated as

* 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.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of R$162,368 Mil mean?
Itausa Investimentos ITAU (BSP:ITSA3) has a Enterprise Value of R$162,368 Mil as of Jul. 06, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Itausa Investimentos ITAU and its competitors.
Is Itausa Investimentos ITAU's Enterprise Value too high?
Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil. Overall, Itausa Investimentos ITAU has a GF Score™ of 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Itausa Investimentos ITAU's Enterprise Value compare to HON and MMM?
Itausa Investimentos ITAU's Enterprise Value of R$162,368 Mil can be compared against companies in the Conglomerates industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for a Conglomerates company?
A good Enterprise Value depends on the Conglomerates industry context. However, Enterprise Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Itausa Investimentos ITAU and its competitors. Itausa Investimentos ITAU's current Enterprise Value is R$162,368 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Itausa Investimentos ITAU stock overvalued right now?
Based on GuruFocus' analysis, Itausa Investimentos ITAU (BSP:ITSA3) is currently considered Significantly Overvalued. The stock's GF Value™ is R$10.23, compared to a current price of R$13.60 — trading 32.9% above its estimated fair value. The current Enterprise Value is R$162,368 Mil. Itausa Investimentos ITAU's overall GF Score™ is 75/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Itausa Investimentos ITAU (BSP:ITSA3), the current Enterprise Value is R$162,368 Mil as of Jul. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Itausa Investimentos ITAU (BSP:ITSA3) Overvalued in 2026?

Based on GuruFocus' analysis, Itausa Investimentos ITAU stock appears to be overvalued. The current stock price of R$13.60 is trading 32.9% above its estimated GF Value™ of R$10.23. GuruFocus considers Itausa Investimentos ITAU to be Significantly Overvalued.

Key valuation signals for BSP:ITSA3:

  • Enterprise Value: R$162,368 Mil
  • GF Value™: R$10.23 vs. price of R$13.60 (32.9% above fair value)
  • GF Score™: 75/100 with 7 warning signs

No single metric tells the full story. See the BSP:ITSA3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Itausa Investimentos ITAU Business Description

Other Exchanges ITSA4:Brazil
Address Avenue Paulista, 1938, 5th Floor, Bela Vista, Sao Paulo, SP, BRA, 01310-200
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.
75GF Score

Get the complete analysis for BSP:ITSA3

Enterprise Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$13.60
Price
R$10.23
GF Value