Itausa Investimentos ITAU (BSP:ITSA4) ROCE % : 15.34% (As of Dec. 2024)

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What is Itausa Investimentos ITAU ROCE %?

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Itausa Investimentos ITAU's annualized ROCE % for the quarter that ended in Dec. 2024 was 15.34%.

Itausa Investimentos ITAU ROCE % Historical Data

The historical data trend for Itausa Investimentos ITAU's ROCE % 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.

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Itausa Investimentos ITAU ROCE % Chart

Itausa Investimentos ITAU Annual Data

Trend

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

ROCE %

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11.57

18.38

19.86

16.17

15.66

Itausa Investimentos ITAU Quarterly Data
	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24
ROCE %	Get a 7-Day Free Trial															12.59	15.65	17.26	16.57	15.34

Itausa Investimentos ITAU ROCE % Calculation

Itausa Investimentos ITAU's annualized ROCE % for the fiscal year that ended in Dec. 2024 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2024 )		(A: Dec. 2023 )		(A: Dec. 2024 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2024 )		(A: Dec. 2023 )		(A: Dec. 2024 )
	=	16398	/	( ( (105348 - 4798)	+	(114625 - 5776) )	/ 2 )
	=	16398	/	( (100550	+	108849)	/ 2 )
	=	16398	/	104699.5
	=	15.66 %

Itausa Investimentos ITAU's ROCE % of for the quarter that ended in Dec. 2024 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2024 )		(Q: Sep. 2024 )		(Q: Dec. 2024 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2024 )		(Q: Sep. 2024 )		(Q: Dec. 2024 )
	=	16536	/	( ( (111898 - 5173)	+	(114625 - 5776) )	/ 2 )
	=	16536	/	( ( 106725	+	108849 )	/ 2 )
	=	16536	/	107787
	=	15.34 %

(1) Note: The EBIT data used here is four times the quarterly (Dec. 2024) EBIT data.

Itausa Investimentos ITAU (BSP:ITSA4) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Itausa Investimentos ITAU ROCE % Related Terms

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Itausa Investimentos ITAU Business Description

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GURUFOCUS.COM » STOCK LIST » Industrials » Conglomerates » Itausa Investimentos ITAU SA (BSP:ITSA4) » Definitions » ROCE %

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ITSA3:Brazil

Address

Avenue Paulista, 1938, 5th Floor, Bela Vista, Sao Paulo, SP, BRA, 01310-200

Website

https://www.itausa.com.br

Itausa Investimentos ITAU SA is a Brazilian investment holding company. It has equity interests in the companies engaged in the financial, consumer goods, construction materials, sanitation, energy, and infrastructure sectors. Its portfolio consists of brands such as Itau Unibanco, Dexco, Alpargatas, CCR, Aegea Saneamento, 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 and corporate client base in Brazil and abroad.

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