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Itausa Investimentos ITAU (BSP:ITSA3) 3-Year RORE % : -3.87% (As of Dec. 2023)


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What is Itausa Investimentos ITAU 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Itausa Investimentos ITAU's 3-Year RORE % for the quarter that ended in Dec. 2023 was -3.87%.

The industry rank for Itausa Investimentos ITAU's 3-Year RORE % or its related term are showing as below:

BSP:ITSA3's 3-Year RORE % is ranked worse than
59.88% of 496 companies
in the Conglomerates industry
Industry Median: 4.42 vs BSP:ITSA3: -3.87

Itausa Investimentos ITAU 3-Year RORE % Historical Data

The historical data trend for Itausa Investimentos ITAU's 3-Year RORE % 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 3-Year RORE % Chart

Itausa Investimentos ITAU Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.77 -27.02 3.44 34.32 -3.87

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
3-Year RORE % 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 28.34 34.32 20.49 -6.70 -3.87

Competitive Comparison of Itausa Investimentos ITAU's 3-Year RORE %

For the Conglomerates subindustry, Itausa Investimentos ITAU's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % Distribution in the Conglomerates Industry

For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Itausa Investimentos ITAU's 3-Year RORE % falls into.



Itausa Investimentos ITAU 3-Year RORE % Calculation

Itausa Investimentos ITAU's 3-Year RORE % for the quarter that ended in Dec. 2023 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.964-1.054 )/( 3.713-1.389 )
=-0.09/2.324
=-3.87 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2023 and 3-year before.


Itausa Investimentos ITAU  (BSP:ITSA3) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Itausa Investimentos ITAU 3-Year RORE % 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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