Itausa Investimentos ITAU (BSP:ITSA3) ROE % Adjusted to Book Value: 11.46% (As of Mar. 2026)


BSP:ITSA3 Itausa Investimentos ITAU SA BSP:ITSA3
75 GF Score
Price R$13.50
GF Value R$10.23
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Itausa Investimentos ITAU ROE % Adjusted to Book Value?

Itausa Investimentos ITAU BSP:ITSA3 -0.74% 75 ROE % Adjusted to Book Value is 11.46% as of Mar. 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.

Itausa Investimentos ITAU's ROE % for the quarter that ended in Mar. 2026 was 19.71%. Itausa Investimentos ITAU's PB Ratio for the quarter that ended in Mar. 2026 was 1.72. Itausa Investimentos ITAU's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 11.46%.


Itausa Investimentos ITAU ROE % Adjusted to Book Value Related Terms


Itausa Investimentos ITAU ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Itausa Investimentos ITAU's ROE % Adjusted to Book 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 ROE % Adjusted to Book Value Chart

Itausa Investimentos ITAU Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.84 16.57 13.40 15.79 12.19

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
ROE % Adjusted to Book 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 14.43 13.83 13.40 12.58 11.46

BSP:ITSA3 vs HON, MMM: ROE % Adjusted to Book Value Comparison

For the Conglomerates subindustry, Itausa Investimentos ITAU's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book 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 ROE % Adjusted to Book Value vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Itausa Investimentos ITAU's ROE % Adjusted to Book Value falls into.


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

Itausa Investimentos ITAU's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=18.40% / 1.51
=12.19%

Itausa Investimentos ITAU's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=19.71% / 1.72
=11.46%

* 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.

What does a ROE % Adjusted to Book Value of 11.46% mean?
Itausa Investimentos ITAU (BSP:ITSA3) has a ROE % Adjusted to Book Value of 11.46% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Itausa Investimentos ITAU and its competitors.
Is Itausa Investimentos ITAU's ROE % Adjusted to Book Value too high?
Itausa Investimentos ITAU's current ROE % Adjusted to Book Value is 11.46%. 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 ROE % Adjusted to Book Value compare to HON and MMM?
Itausa Investimentos ITAU's ROE % Adjusted to Book Value of 11.46% 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 ROE % Adjusted to Book Value for a Conglomerates company?
A good ROE % Adjusted to Book Value depends on the Conglomerates industry context. However, ROE % Adjusted to Book 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Itausa Investimentos ITAU and its competitors. Itausa Investimentos ITAU's current ROE % Adjusted to Book Value is 11.46%. 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$13.50 — trading 32% above its estimated fair value. The current ROE % Adjusted to Book Value is 11.46%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Itausa Investimentos ITAU (BSP:ITSA3), the current ROE % Adjusted to Book Value is 11.46% as of Mar. 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$13.50 is trading 32% above its estimated GF Value™ of R$10.23. GuruFocus considers Itausa Investimentos ITAU to be Significantly Overvalued.

Key valuation signals for BSP:ITSA3:

  • ROE % Adjusted to Book Value: 11.46%
  • GF Value™: R$10.23 vs. price of R$13.50 (32% 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

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$13.50
Price
R$10.23
GF Value