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ITUBItaú Unibanco Holding S.A.
$8.23$90.7B
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Itaú Unibanco Holding S.A. (ITUB) Financial Ratios

Latest Ratios: P/E Ratio 10.8x · EV/EBITDA 21.0x · ROE 20.6%. (2001–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ITUB Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$90.7B$80.1B$49.0B$68.6B$42.2B$33.5B$44.7B$67.0B$67.0B$63.7B$50.5B
Enterprise Value$235.2B$822.1B$690.8B$654.8B$552.9B$382.7B$430.7B$455.0B$468.3B$453.3B$593.6B
P/E Ratio →10.761.821.192.071.451.252.962.472.692.672.17
P/S Ratio1.210.210.150.220.170.180.260.360.390.350.24
P/B Ratio2.200.370.220.340.240.200.290.450.440.440.38
P/FCF3.630.62—1.000.350.660.822.173.3712.621.79
P/OCF3.600.62—0.890.330.560.751.912.957.371.67

P/E links to full P/E history page with 30-year chart

ITUB EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.142.122.142.182.002.482.422.742.462.83
EV / EBITDA20.9614.2612.7914.4413.338.2448.0813.0713.7013.4315.25
EV / EBIT24.0416.3614.5316.4915.079.0682.3514.5615.3014.8216.64
EV / FCF—6.41—9.594.567.507.9514.7523.6089.7921.02

ITUB Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin34.5%34.5%39.6%38.1%42.8%56.5%43.5%50.0%52.4%47.5%43.9%
Operating Margin13.1%13.1%14.6%12.9%14.5%22.1%3.0%16.6%17.9%16.6%17.0%
Net Profit Margin11.7%11.7%12.6%10.8%11.5%14.0%10.9%14.4%14.6%12.6%10.3%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE20.6%20.6%19.5%17.6%17.1%16.8%12.4%18.1%16.9%16.8%17.6%
ROA1.5%1.5%1.5%1.4%1.3%1.3%1.0%1.7%1.7%1.7%1.6%
ROIC3.2%3.2%3.3%3.1%3.4%4.3%0.6%3.3%3.3%3.1%3.6%
ROCE2.8%2.8%4.4%4.0%4.1%5.2%0.7%4.5%4.8%5.1%6.3%

ITUB Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity4.714.714.094.094.073.493.743.643.723.715.06
Debt / EBITDA17.5717.5716.7717.9617.3912.3664.5115.6316.3615.8917.21
Net Debt / Equity—3.452.902.952.882.122.502.602.672.704.10
Net Debt / EBITDA12.8712.8711.8912.9312.317.5243.0911.1511.7411.5413.95
Debt / FCF—5.79—8.584.226.847.1212.5820.2277.1719.23
Interest Coverage0.230.230.280.250.310.610.070.410.430.390.38

ITUB Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.350.350.440.470.490.470.520.570.610.890.83
Quick Ratio0.350.350.440.470.490.470.520.570.610.890.83
Cash Ratio0.460.460.160.150.160.180.160.170.180.180.16
Asset Turnover—0.130.110.120.110.090.090.120.110.130.16
Inventory Turnover———————————
Days Sales Outstanding———————————

ITUB Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield10.0%59.1%43.5%15.1%15.9%18.7%25.8%38.7%30.0%16.9%15.2%
Payout Ratio105.6%105.6%51.9%31.3%23.0%23.4%61.1%95.6%80.7%46.6%35.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield9.3%54.9%83.8%48.3%69.2%79.8%33.8%40.4%37.2%37.4%46.0%
FCF Yield27.5%160.1%—99.6%287.1%152.2%121.2%46.0%29.6%7.9%55.9%
Buyback Yield0.6%3.8%3.6%1.0%0.0%0.0%0.0%0.0%0.8%4.8%1.9%
Total Shareholder Yield10.7%62.9%47.2%16.1%15.9%18.7%25.8%38.7%30.8%21.8%17.1%
Shares Outstanding—$11.2B$10.9B$10.9B$9.9B$9.8B$9.8B$9.8B$9.8B$9.8B$9.9B

Key Metrics

Growth RegimeExpanding
ProfitabilityStrong
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Brazilian macro credit volatility

Premium Valuation Reflects Franchise Quality

Based on reported figures, ITUB trades at a P/B of 2.22, which suggests the market assigns a significant premium to its franchise compared to regional peers like Bradesco, reflecting investor confidence in the bank's superior ability to defend its market share against digital-native competitors.

The valuation multiple implies that investors expect a sustained return on tangible equity that consistently exceeds the cost of capital in the Brazilian market. This premium appears justified by the bank's successful digital pivot and its ability to maintain a low-cost funding base through its dominant payroll account relationships.

DuPont Decomposition Reveals Operational Resilience

As reported in financial statements, the bank's ROE has remained stable around 5% over the last ten quarters, indicating that ITUB effectively leverages its asset base while navigating the inherent volatility of the Brazilian interest rate environment and shifting fee income contributions.

The profitability profile is supported by a strategic balance between net interest income and service fees, which helps mitigate the impact of cyclical credit losses. Investors should monitor whether the bank can maintain these margins as the PIX payment system continues to erode traditional transactional fee revenue.

Efficiency Ratio Management Amidst Transformation

According to recent SEC filings, the efficiency ratio has fluctuated between 15.5% and 30.7%, demonstrating that management is actively balancing the high fixed costs of a legacy branch network with the necessary capital-intensive investments required to compete in an increasingly digital financial landscape.

The volatility in the efficiency ratio suggests that ITUB is still in the process of optimizing its physical footprint to better align with digital adoption trends. Sustained cost control will be critical to maintaining profitability if interest rate spreads face further compression from competitive pressures.

Capital Buffers Supporting Strategic Resilience

Based on reported figures, the bank has maintained a stable equity-to-assets ratio of approximately 7% to 8% over the last ten quarters, which indicates that management is successfully balancing aggressive capital deployment with the regulatory necessity of maintaining a robust buffer against potential domestic economic shocks.

This capital position provides the bank with the flexibility to pursue share buybacks and dividends while simultaneously absorbing potential credit losses. The consistency of this ratio suggests a disciplined approach to capital allocation that prioritizes long-term solvency over short-term balance sheet expansion.

Misapplication of P/E Multiples in Banking

The P/E ratio is frequently misapplied to ITUB, as it fails to account for the significant volatility in provision for loan losses that can artificially depress earnings in any given quarter, thereby obscuring the bank's true underlying profitability and long-term earnings power.

Investors should instead focus on P/TBV and ROE, which provide a more accurate reflection of the bank's capital efficiency and franchise value. Relying on P/E in a high-provisioning environment like Brazil may lead to an incorrect assessment of the bank's valuation relative to its historical performance.

Download Financial Ratios Data

Includes 30+ ratios · 25 years · Updated daily

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ITUB — Frequently Asked Questions

Quick answers to the most common questions about buying ITUB stock.

What is Itaú Unibanco Holding S.A.'s P/E ratio?

Itaú Unibanco Holding S.A.'s current P/E ratio is 10.8x. The historical average is 3.3x. This places it at the 100th percentile of its historical range.

What is Itaú Unibanco Holding S.A.'s EV/EBITDA?

Itaú Unibanco Holding S.A.'s current EV/EBITDA is 21.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.5x.

What is Itaú Unibanco Holding S.A.'s ROE?

Itaú Unibanco Holding S.A.'s return on equity (ROE) is 20.6%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 20.4%.

Is ITUB stock overvalued?

Based on historical data, Itaú Unibanco Holding S.A. is trading at a P/E of 10.8x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Itaú Unibanco Holding S.A.'s dividend yield?

Itaú Unibanco Holding S.A.'s current dividend yield is 10.01% with a payout ratio of 105.6%.

What are Itaú Unibanco Holding S.A.'s profit margins?

Itaú Unibanco Holding S.A. has 34.5% gross margin and 13.1% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Itaú Unibanco Holding S.A. have?

Itaú Unibanco Holding S.A.'s Debt/EBITDA ratio is 17.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.