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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-13), Itau Unibanco Holding's 3-1 Month Momentum % is 11.11%.
The industry rank for Itau Unibanco Holding's 3-1 Month Momentum % or its related term are showing as below:
BSP:ITUB4's 3-1 Month Momentum % is ranked better than 86.02% of 1581
companies
in the Banks industry
Industry Median: 4.25
vs BSP:ITUB4: 11.11
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Itau Unibanco Holding 3-1 Month Momentum % Related Terms
For the Banks - Regional subindustry, Itau Unibanco Holding's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Banks Industry
For the Banks industry and Financial Services sector, Itau Unibanco Holding's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Itau Unibanco Holding's 3-1 Month Momentum % falls into.
* 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 (BSP:ITUB4) has a 3-1 Month Momentum % of 11.11% as of Aug. 13, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Itau Unibanco Holding and its competitors. According to the industry distribution chart, Itau Unibanco Holding ranks #221 out of 1581 companies in the Banks industry, placing it in the top 14%.
Is Itau Unibanco Holding's 3-1 Month Momentum % too high?
Itau Unibanco Holding's current 3-1 Month Momentum % is 11.11%. The Banks industry median 3-1 Month Momentum % is 4.25. Itau Unibanco Holding's value of 11.11% is 161.4% above this industry median. Based on the distribution chart, Itau Unibanco Holding ranks #221 out of 1581 companies in the Banks industry, which is in the top quartile — a strong position relative to peers. Overall, Itau Unibanco Holding has a GF Score™ of 67/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Itau Unibanco Holding's 3-1 Month Momentum % compare to competitors?
According to the Banks industry distribution chart, Itau Unibanco Holding ranks #221 out of 1581 companies for 3-1 Month Momentum %. This places Itau Unibanco Holding in the top 14% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 4.25. Itau Unibanco Holding's value of 11.11% is 161.4% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Banks company?
The median 3-1 Month Momentum % among Banks companies is 4.25, based on 1,581 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Itau Unibanco Holding's current 3-1 Month Momentum % of 11.11% is 161.4% above 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Itau Unibanco Holding and its competitors. For the Banks industry, the median 3-1 Month Momentum % is 4.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Itau Unibanco Holding's current 3-1 Month Momentum % is 11.11%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Itau Unibanco Holding stock overvalued right now?
Based on GuruFocus' analysis, Itau Unibanco Holding (BSP:ITUB4) is currently considered Significantly Overvalued. The stock's GF Value™ is R$29.24, compared to a current price of R$38.43 — trading 31.4% above its estimated fair value. The current 3-1 Month Momentum % is 11.11% and 161.4% above the Banks industry median of 4.25. Itau Unibanco Holding's overall GF Score™ is 67/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Itau Unibanco Holding (BSP:ITUB4), the current 3-1 Month Momentum % is 11.11% as of Aug. 13, 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 Itau Unibanco Holding (BSP:ITUB4) Overvalued in 2026?
Based on GuruFocus' analysis, Itau Unibanco Holding stock appears to be overvalued.
The current stock price of R$38.43 is trading 31.4% above its estimated GF Value™ of R$29.24.
GuruFocus considers Itau Unibanco Holding to be Significantly Overvalued.
Key valuation signals for BSP:ITUB4:
3-1 Month Momentum %: 11.11%
GF Value™: R$29.24 vs. price of R$38.43 (31.4% above fair value)
Industry Position: 161.4% above the Banks median (#221 of 1581)
No single metric tells the full story. See the BSP:ITUB4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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 as of the end of 2025. 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.
67GF Score
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