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Itausa Investimentos ITAU (BSP:ITSA3) 1-Year ROIIC % : -1.64% (As of Dec. 2023)


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What is Itausa Investimentos ITAU 1-Year ROIIC %?

1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year. Itausa Investimentos ITAU's 1-Year ROIIC % for the quarter that ended in Dec. 2023 was -1.64%. 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 1-Year ROIIC % or its related term are showing as below:

BSP:ITSA3's 1-Year ROIIC % is ranked worse than
58.85% of 452 companies
in the Conglomerates industry
Industry Median: 3.37 vs BSP:ITSA3: -1.64

Itausa Investimentos ITAU 1-Year ROIIC % Historical Data

The historical data trend for Itausa Investimentos ITAU's 1-Year ROIIC % 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.

* Premium members only.

Itausa Investimentos ITAU 1-Year ROIIC % Chart

Itausa Investimentos ITAU Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
1-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - -5.18 -1.64

Itausa Investimentos ITAU Quarterly Data
Dec18 Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Sep23 Dec23
1-Year ROIIC % 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 - -5.18 6.80 6.13 -1.64

Competitive Comparison of Itausa Investimentos ITAU's 1-Year ROIIC %

For the Conglomerates subindustry, Itausa Investimentos ITAU's 1-Year ROIIC %, along with its competitors' market caps and 1-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's 1-Year ROIIC % Distribution in the Conglomerates Industry

For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's 1-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Itausa Investimentos ITAU's 1-Year ROIIC % falls into.



Itausa Investimentos ITAU 1-Year ROIIC % Calculation

Itausa Investimentos ITAU's 1-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

1-Year ROIIC %=1-Year Incremental Net Operating Profit After Taxes (NOPAT)**/1-Year Incremental Invested Capital
=( 924.3917 (Dec. 2023) - 1028.7992 (Dec. 2022) )/( 94832 (Dec. 2023) - 88460 (Dec. 2022) )
=-104.4075/6372
=-1.64%***

* 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.

** TTM data of NOPAT and Invested Capital was used to calculate 1-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:ITSA3) 1-Year ROIIC % Explanation

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 1-Year ROIIC % Related Terms

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Itausa Investimentos ITAU (BSP:ITSA3) Business Description

Traded in Other Exchanges
Address
Avenue Paulista, 1938, 5th Floor, Bela Vista, Jabaquara, Sao Paulo, SP, BRA, 01310-200
Itausa Investimentos ITAU SA is a Brazilian conglomerate with activities mainly in investment banking. In addition to financial services, the company controls companies in wood panelling, ceramic, metal sanitary, chemicals, and electronics. The company reports its results as financial segment results and industrial segment results. The financial services segment, which generates more than 99% of revenue, is composed of loans, asset management, custody and bookkeeping services, investment banking, electronic payments, and insurance.

Itausa Investimentos ITAU (BSP:ITSA3) Headlines

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