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Itausa Investimentos ITAU (BSP:ITSA4) Forward PE Ratio Explanation
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Itausa Investimentos ITAU Forward PE Ratio Related Terms
Itausa Investimentos ITAU Forward PE Ratio Historical Data
* 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 Forward PE Ratio Chart
Itausa Investimentos ITAU Annual Data
Trend
2018-12
2019-12
2021-12
2022-12
2024-12
2025-12
Forward PE Ratio
9.02
10.03
7.31
6.86
5.48
6.94
Itausa Investimentos ITAU Quarterly Data
2018-03
2018-06
2018-09
2018-12
2019-03
2019-06
2019-09
2019-12
2020-03
2020-06
2021-06
2021-09
2021-12
2022-03
2022-06
2022-09
2022-12
2023-03
2024-12
2025-03
2025-06
2025-09
2025-12
2026-03
Forward PE Ratio
10.40
7.84
7.54
9.02
9.47
10.19
9.51
10.03
6.72
7.65
10.38
8.49
7.31
8.78
7.02
7.07
6.86
6.57
5.48
6.14
6.76
6.69
6.94
7.82
BSP:ITSA4 vs HON, MMM: Forward PE Ratio Comparison
For the Conglomerates subindustry, Itausa Investimentos ITAU's Forward PE Ratio, along with its competitors' market caps and Forward PE 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.
Itausa Investimentos ITAU Forward PE Ratio vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Itausa Investimentos ITAU's Forward PE Ratio falls into.
Itausa Investimentos ITAU Forward PE Ratio Calculation
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Itausa Investimentos ITAU (BSP:ITSA4) has a Forward PE Ratio of 7.98 as of Jul. 19, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Itausa Investimentos ITAU and its competitors. According to the industry distribution chart, Itausa Investimentos ITAU ranks #46 out of 215 companies in the Conglomerates industry, placing it in the top 21.4%.
Is Itausa Investimentos ITAU's Forward PE Ratio too high?
Itausa Investimentos ITAU's current Forward PE Ratio is 7.98. The Conglomerates industry median Forward PE Ratio is 13.08. Itausa Investimentos ITAU's value of 7.98 is 39% below this industry median. Based on the distribution chart, Itausa Investimentos ITAU ranks #46 out of 215 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. 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 Forward PE Ratio compare to HON and MMM?
According to the Conglomerates industry distribution chart, Itausa Investimentos ITAU ranks #46 out of 215 companies for Forward PE Ratio. This places Itausa Investimentos ITAU in the top 21% of its industry — outperforming the majority of peers. The industry median Forward PE Ratio is 13.08. Itausa Investimentos ITAU's value of 7.98 is 39% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for a Conglomerates company?
The median Forward PE Ratio among Conglomerates companies is 13.08, based on 215 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Itausa Investimentos ITAU's current Forward PE Ratio of 7.98 is 39% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Itausa Investimentos ITAU and its competitors. For the Conglomerates industry, the median Forward PE Ratio is 13.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Itausa Investimentos ITAU's current Forward PE Ratio is 7.98. 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:ITSA4) is currently considered Significantly Overvalued. The stock's GF Value™ is R$10.30, compared to a current price of R$13.61 — trading 32.1% above its estimated fair value. The current Forward PE Ratio is 7.98 and 39% below the Conglomerates industry median of 13.08. Itausa Investimentos ITAU's overall GF Score™ is 75/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Itausa Investimentos ITAU (BSP:ITSA4), the current Forward PE Ratio is 7.98 as of Jul. 19, 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:ITSA4) Overvalued in 2026?
Based on GuruFocus' analysis, Itausa Investimentos ITAU stock appears to be overvalued.
The current stock price of R$13.61 is trading 32.1% above its estimated GF Value™ of R$10.30.
GuruFocus considers Itausa Investimentos ITAU to be Significantly Overvalued.
Key valuation signals for BSP:ITSA4:
Forward PE Ratio: 7.98
GF Value™: R$10.30 vs. price of R$13.61 (32.1% above fair value)
Industry Position: 39% below the Conglomerates median (#46 of 215)
No single metric tells the full story. See the BSP:ITSA4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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
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