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Itausa Investimentos ITAUBSP:ITSA4 -1.01%75 5-Year Yield-on-Cost % is 8.79 as of Jul. 17, 2026, which is 26% below its 10-year median of 11.89. GuruFocus rates BSP:ITSA4 with a GF Score™ of 75/100 and a GF Value™ of R$10.30 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 368 Conglomerates companies, Itausa Investimentos ITAU ranks better than 82.34% on this metric.
The historical rank and industry rank for Itausa Investimentos ITAU's 5-Year Yield-on-Cost % or its related term are showing as below:
BSP:ITSA4'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.14 Med: 11.89 Max: 21.39
Current: 8.79
During the past 13 years, Itausa Investimentos ITAU's highest Yield on Cost was 21.39. The lowest was 2.14. And the median was 11.89.
BSP:ITSA4's 5-Year Yield-on-Cost % is ranked better than 82.34% of 368
companies
in the Conglomerates industry
Industry Median: 3.695
vs BSP:ITSA4: 8.79
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Itausa Investimentos ITAU 5-Year Yield-on-Cost % Related Terms
BSP:ITSA4 vs HON, MMM: 5-Year Yield-on-Cost % Comparison
For the Conglomerates subindustry, Itausa Investimentos ITAU's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Itausa Investimentos ITAU's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Itausa Investimentos ITAU's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Itausa Investimentos ITAU (BSP:ITSA4) has a 5-Year Yield-on-Cost % of 8.79 as of Jul. 17, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Itausa Investimentos ITAU and its competitors. This is 26% below median its historical median of 11.89. Over the past decade, Itausa Investimentos ITAU's 5-Year Yield-on-Cost % has ranged from 2.14 to 21.39. According to the industry distribution chart, Itausa Investimentos ITAU ranks #65 out of 368 companies in the Conglomerates industry, placing it in the top 17.7%.
Is Itausa Investimentos ITAU's 5-Year Yield-on-Cost % too high?
Itausa Investimentos ITAU's current 5-Year Yield-on-Cost % of 8.79 is 26% below median its 10-year median of 11.89. Over the past 10 years, this metric has ranged from a low of 2.14 to a high of 21.39. The Conglomerates industry median 5-Year Yield-on-Cost % is 3.70. Itausa Investimentos ITAU's value of 8.79 is 137.9% above this industry median. Based on the distribution chart, Itausa Investimentos ITAU ranks #65 out of 368 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. 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 5-Year Yield-on-Cost % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Itausa Investimentos ITAU ranks #65 out of 368 companies for 5-Year Yield-on-Cost %. This places Itausa Investimentos ITAU in the top 18% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.70. Itausa Investimentos ITAU's value of 8.79 is 137.9% above this benchmark. Historically, Itausa Investimentos ITAU's own 5-Year Yield-on-Cost % has ranged from 2.14 to 21.39 over the past decade. While the company's 10-year median is 11.89 vs. the industry median of 3.70, Itausa Investimentos ITAU has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Conglomerates company?
The median 5-Year Yield-on-Cost % among Conglomerates companies is 3.70, based on 368 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Itausa Investimentos ITAU's current 5-Year Yield-on-Cost % of 8.79 is 137.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Itausa Investimentos ITAU and its competitors. For the Conglomerates industry, the median 5-Year Yield-on-Cost % is 3.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Itausa Investimentos ITAU's current 5-Year Yield-on-Cost % is 8.79, which is 26% below median its own 10-year median of 11.89. 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 5-Year Yield-on-Cost % is 8.79, which is 26% below median its 10-year median of 11.89 and 137.9% above the Conglomerates industry median of 3.70. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Itausa Investimentos ITAU (BSP:ITSA4), the current 5-Year Yield-on-Cost % is 8.79 as of Jul. 17, 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: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:
5-Year Yield-on-Cost %: 8.79 (26% below median its 10-year median of 11.89)
GF Value™: R$10.30 vs. price of R$13.79 (33.9% above fair value)
Industry Position: 137.9% above the Conglomerates median (#65 of 368)
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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