Itausa Investimentos ITAU SA ITSA4
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if ITSA4 is a good fit for your portfolio.
News
Trading Information
- Previous Close Price
- BRL 10.32
- Day Range
- BRL 10.21–10.31
- 52-Week Range
- BRL 8.18–10.94
- Bid/Ask
- BRL 0.00 / BRL 0.00
- Market Cap
- BRL 105.95 Bil
- Volume/Avg
- 25.9 Mil / 19.0 Mil
Key Statistics
- Price/Earnings (Normalized)
- 7.30
- Price/Sales
- 13.82
- Dividend Yield (Trailing)
- 5.41%
- Dividend Yield (Forward)
- 0.91%
- Total Yield
- 5.44%
Company Profile
Itausa Investimentos ITAU SA is a Brazilian investment holding company. It has equity interests in the companies engaged in the financial, consumer goods, construction materials, sanitation, energy and infrastructure sectors. Its portfolio, consists of brands such as: Itau Unibanco, Dexco, Alpargatas, CCR, Aegea Saneamento, Copa Energia and Nova Transportadora do Sudeste (NTS). Majority of the revenue for the company is generated from Itau Unibanco which is a banking institution that offers, directly or by means of its subsidiaries, a broad range of credit products and other financial services to a diversified individual and corporate client base in Brazil and abroad.
- Sector
- Industrials
- Industry
- Conglomerates
- Stock Style Box
- Large Value
- Total Number of Employees
- 129,000
- Website
- https://www.itausa.com.br
Comparables
Valuation
|
Metric
|
ITSA4
|
BPAR3
|
KNSC11
|
|---|---|---|---|
Price/Earnings (Normalized) | 7.30 | 5.21 | 8.75 |
Price/Book Value | 1.32 | 1.35 | 1.01 |
Price/Sales | 13.82 | 1.12 | 7.57 |
Price/Cash Flow | — | 3.85 | 9.77 |
Price/Earnings
ITSA4
BPAR3
KNSC11
Financial Strength
|
Metric
|
ITSA4
|
BPAR3
|
KNSC11
|
|---|---|---|---|
Quick Ratio | 1.34 | — | 10.00 |
Current Ratio | 1.54 | — | 10.00 |
Interest Coverage | 10.69 | — | — |
Quick Ratio
ITSA4
BPAR3
KNSC11
Profitability
|
Metric
|
ITSA4
|
BPAR3
|
KNSC11
|
|---|---|---|---|
Return on Assets (Normalized) | 14.75% | 2.09% | 10.61% |
Return on Equity (Normalized) | 19.10% | 18.51% | 11.76% |
Return on Invested Capital (Normalized) | 16.65% | — | 11.55% |
Return on Assets
ITSA4
BPAR3
KNSC11
Conglomerates Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
HON
| Honeywell International Inc | Fzqtqcjzh | Cbsy | $134.1 Bil | |
MSBHF
| Mitsubishi Corp | — | Zhp | $88.9 Bil | |
MTSUY
| Mitsubishi Corp ADR (Unsponsored) | — | Xhwk | $88.9 Bil | |
HTHIF
| Hitachi Ltd | — | Mjblx | $86.1 Bil | |
HTHIY
| Hitachi Ltd ADR | — | Gswvhnf | $86.1 Bil | |
MITSF
| Mitsui & Co Ltd | — | Bcg | $76.8 Bil | |
MITSY
| Mitsui & Co Ltd ADR | — | Bmb | $76.8 Bil | |
ITOCF
| ITOCHU Corp | — | Lxblgq | $67.2 Bil | |
MMM
| 3M Co | Qkythbxly | Qfvrddp | $58.2 Bil | |
KYOCY
| Kyocera Corp ADR | Cqndkxkkt | Gxqvm | $16.9 Bil |