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10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year.
Itausa Investimentos ITAU's 10-Year ROIIC % for the quarter that ended in Dec. 2025 was -0.30%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Itausa Investimentos ITAU's 10-Year ROIIC % or its related term are showing as below:
BSP:ITSA4's 10-Year ROIIC % is ranked worse than 66.07% of 501
companies
in the Conglomerates industry
Industry Median: 2.56
vs BSP:ITSA4: -0.30
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Itausa Investimentos ITAU 10-Year ROIIC % Related Terms
Itausa Investimentos ITAU 10-Year ROIIC % 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.
For the Conglomerates subindustry, Itausa Investimentos ITAU's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % 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 10-Year ROIIC % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's 10-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Itausa Investimentos ITAU's 10-Year ROIIC % falls into.
Itausa Investimentos ITAU's 10-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:
10-Year ROIIC %
=
10-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
10-Year Incremental Invested Capital**
=
( -206 (Dec. 2025) - -46 (Dec. 2015) )
/
( 103279 (Dec. 2025) - 50625 (Dec. 2015) )
=
-160
/
52654
=
-0.30%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Itausa Investimentos ITAU (BSP:ITSA4) has a 10-Year ROIIC % of -0.30 as of Dec. 2025. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on Itausa Investimentos ITAU and its competitors. According to the industry distribution chart, Itausa Investimentos ITAU ranks #331 out of 501 companies in the Conglomerates industry, placing it in the top 66.1%.
Is Itausa Investimentos ITAU's 10-Year ROIIC % too high?
Itausa Investimentos ITAU's current 10-Year ROIIC % is -0.30. Based on the distribution chart, Itausa Investimentos ITAU ranks #331 out of 501 companies in the Conglomerates industry, which is below the industry midpoint. 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 10-Year ROIIC % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Itausa Investimentos ITAU ranks #331 out of 501 companies for 10-Year ROIIC %. This places Itausa Investimentos ITAU in the lower half of its industry. The industry median 10-Year ROIIC % is 2.56. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year ROIIC % for a Conglomerates company?
The median 10-Year ROIIC % among Conglomerates companies is 2.56, based on 501 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year ROIIC % 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 10-Year ROIIC % mean?
A high 10-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on Itausa Investimentos ITAU and its competitors. For the Conglomerates industry, the median 10-Year ROIIC % is 2.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Itausa Investimentos ITAU's current 10-Year ROIIC % is -0.30. 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$13.79 — trading 33.9% above its estimated fair value. The current 10-Year ROIIC % is -0.30. 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 10-Year ROIIC % calculated?
10-Year ROIIC % is calculated from a company's financial statements. For Itausa Investimentos ITAU (BSP:ITSA4), the current 10-Year ROIIC % is -0.30 as of Dec. 2025. 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$13.79 is trading 33.9% above its estimated GF Value™ of R$10.30.
GuruFocus considers Itausa Investimentos ITAU to be Significantly Overvalued.
Key valuation signals for BSP:ITSA4:
10-Year ROIIC %: -0.30
GF Value™: R$10.30 vs. price of R$13.79 (33.9% above fair value)
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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