25 XP   0   0   10

Itau Unibanco Banco Holding SA
Buy, Hold or Sell?

Let's analyse Itau together

PenkeI guess you are interested in Itau Unibanco Banco Holding SA. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Itau Unibanco Banco Holding SA. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

Get notifications about Itau Unibanco Banco Holding SA

I send you an email if I find something interesting about Itau Unibanco Banco Holding SA.

Quick analysis of Itau (30 sec.)










What can you expect buying and holding a share of Itau? (30 sec.)

How much money do you get?

How much money do you get?
$0.84
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$20.17
Expected worth in 1 year
$86.41
How sure are you?
100.0%

+ What do you gain per year?

Total Gains per Share
$67.08
Return On Investment
966.5%

For what price can you sell your share?

Current Price per Share
$6.94
Expected price per share
$5.8296446488294 - $7.04
How sure are you?
50%

1. Valuation of Itau (5 min.)




Live pricePrice per Share (EOD)

$6.94

Intrinsic Value Per Share

$12.86 - $32.44

Total Value Per Share

$33.04 - $52.62

2. Growth of Itau (5 min.)




Is Itau growing?

Current yearPrevious yearGrowGrow %
How rich?$199b$35.6b$163.4b82.1%

How much money is Itau making?

Current yearPrevious yearGrowGrow %
Making money$6.6b$5.9b$684m10.3%
Net Profit Margin9.6%21.4%--

How much money comes from the company's main activities?

3. Financial Health of Itau (5 min.)




4. Comparing to competitors in the Banks - Regional industry (5 min.)




  Industry Rankings (Banks - Regional)  

What can you expect buying and holding a share of Itau? (5 min.)

Welcome investor! Itau's management wants to use your money to grow the business. In return you get a share of Itau.

What can you expect buying and holding a share of Itau?

First you should know what it really means to hold a share of Itau. And how you can make/lose money.

Speculation

The Price per Share of Itau is $6.94. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Itau.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Itau, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $20.17. Based on the TTM, the Book Value Change Per Share is $16.56 per quarter. Based on the YOY, the Book Value Change Per Share is $0.25 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.21 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Itau.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.679.7%0.679.7%0.618.7%0.558.0%0.497.0%
Usd Book Value Change Per Share16.56238.6%16.56238.6%0.253.6%3.4249.2%1.8526.6%
Usd Dividend Per Share0.213.0%0.213.0%0.142.0%0.253.6%0.233.3%
Usd Total Gains Per Share16.77241.6%16.77241.6%0.395.6%3.6752.8%2.0829.9%
Usd Price Per Share6.95-6.95-4.71-6.13-8.14-
Price to Earnings Ratio10.31-10.31-7.78-11.41-21.03-
Price-to-Total Gains Ratio0.41-0.41-12.09-12.05-16.44-
Price to Book Ratio0.34-0.34-1.30-1.53-2.73-
Price-to-Total Gains Ratio0.41-0.41-12.09-12.05-16.44-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share6.94
Number of shares144
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.210.25
Usd Book Value Change Per Share16.563.42
Usd Total Gains Per Share16.773.67
Gains per Quarter (144 shares)2,414.78527.78
Gains per Year (144 shares)9,659.132,111.11
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
11219538964914319682101
2243190751930828739354212
3364286132896743059036323
4486381513862657478718434
56074768948285717983910545
672957226579448601180612656
7850667646760310041377414767
8971763027726211471574216878
91093858398692112911770918989
101214953779658014341967721100

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%24.00.00.0100.0%
Book Value Change Per Share1.00.00.0100.0%3.00.00.0100.0%4.01.00.080.0%9.01.00.090.0%22.01.01.091.7%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%23.00.01.095.8%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%24.00.00.0100.0%

Fundamentals of Itau

About Itau Unibanco Banco Holding SA

Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market + Corporation. It offers current account; loans; credit and debit cards; investment and commercial banking services; real estate lending services; financing and investment services; economic, financial and brokerage advisory; and leasing and foreign exchange services. The company also provides property and casualty insurance products covering loss, damage, or liabilities for assets or persons, as well as life insurance products covering death and personal accident. It serves retail customers, account and non-account holders, individuals and legal entities, high income clients, microenterprises, and small companies, as well as middle-market companies and high net worth clients. The company was formerly known as Itaú Unibanco Banco Múltiplo S.A. and changed its name to Itaú Unibanco Holding S.A. in April 2009. The company was incorporated in 1924 and is headquartered in São Paulo, Brazil. Itaú Unibanco Holding S.A. operates as a subsidiary of IUPAR - Itaú Unibanco Participações S.A.

Fundamental data was last updated by Penke on 2024-03-14 01:17:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating inefficient.
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is unable to pay all its short-term debts.
The company is unable to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Itau Unibanco Banco Holding SA.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Itau earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • A Net Profit Margin of 9.6% means that $0.10 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 9.6%. The company is making a profit. +1
  • The TTM is 9.6%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ9.6%TTM9.6%0.0%
TTM9.6%YOY21.4%-11.8%
TTM9.6%5Y18.6%-9.0%
5Y18.6%10Y21.4%-2.8%
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
MRQ9.6%18.4%-8.8%
TTM9.6%28.0%-18.4%
YOY21.4%25.2%-3.8%
5Y18.6%22.8%-4.2%
10Y21.4%19.8%+1.6%
1.1.2. Return on Assets

Shows how efficient Itau is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • 0.3% Return on Assets means that Itau generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 0.3%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.3%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.3%TTM0.3%0.0%
TTM0.3%YOY1.3%-1.0%
TTM0.3%5Y1.0%-0.8%
5Y1.0%10Y1.4%-0.4%
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
MRQ0.3%0.1%+0.2%
TTM0.3%0.2%+0.1%
YOY1.3%0.2%+1.1%
5Y1.0%0.2%+0.8%
10Y1.4%0.2%+1.2%
1.1.3. Return on Equity

Shows how efficient Itau is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • 3.5% Return on Equity means Itau generated $0.03 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 3.5%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 3.5%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ3.5%TTM3.5%0.0%
TTM3.5%YOY17.7%-14.2%
TTM3.5%5Y13.8%-10.3%
5Y13.8%10Y16.9%-3.1%
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
MRQ3.5%1.4%+2.1%
TTM3.5%2.5%+1.0%
YOY17.7%2.7%+15.0%
5Y13.8%2.5%+11.3%
10Y16.9%2.8%+14.1%

1.2. Operating Efficiency of Itau Unibanco Banco Holding SA.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Itau is operating .

  • Measures how much profit Itau makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • An Operating Margin of 0.0% means the company generated $0.00  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 0.0%. The company is operating inefficient. -1
  • The TTM is 0.0%. The company is operating inefficient. -1
Trends
Current periodCompared to+/- 
MRQ0.0%TTM0.0%0.0%
TTM0.0%YOY126.3%-126.2%
TTM0.0%5Y39.3%-39.2%
5Y39.3%10Y73.7%-34.4%
1.2.2. Operating Ratio

Measures how efficient Itau is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Banks - Regional industry mean).
  • An Operation Ratio of 0.19 means that the operating costs are $0.19 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 0.188. The company is very efficient in keeping operating costs low. +2
  • The TTM is 0.188. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.188TTM0.1880.000
TTM0.188YOY1.487-1.299
TTM0.1885Y0.363-0.175
5Y0.36310Y0.374-0.010

1.3. Liquidity of Itau Unibanco Banco Holding SA.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Itau is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Banks - Regional industry mean).
  • A Current Ratio of 0.73 means the company has $0.73 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 0.729. The company is unable to pay all its short-term debts. -2
  • The TTM is 0.729. The company is unable to pay all its short-term debts. -2
Trends
Current periodCompared to+/- 
MRQ0.729TTM0.7290.000
TTM0.729YOY0.048+0.681
TTM0.7295Y1.988-1.259
5Y1.98810Y6.116-4.128
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
TTM0.7290.124+0.605
YOY0.0480.225-0.177
5Y1.9880.219+1.769
10Y6.1160.131+5.985
1.3.2. Quick Ratio

Measures if Itau is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • A Quick Ratio of -0.21 means the company can pay off $-0.21 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Itau Unibanco Banco Holding SA:

  • The MRQ is -0.211. The company is unable to pay all its short-term debts with the most liquid assets. -2
  • The TTM is -0.211. The company is unable to pay all its short-term debts with the most liquid assets. -2
Trends
Current periodCompared to+/- 
MRQ-0.211TTM-0.2110.000
TTM-0.211YOY3.582-3.793
TTM-0.2115Y3.045-3.256
5Y3.04510Y3.154-0.109

1.4. Solvency of Itau Unibanco Banco Holding SA.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Itau assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Itau to Banks - Regional industry mean.
  • A Debt to Asset Ratio of 0.92 means that Itau assets are financed with 92.2% credit (debt) and the remaining percentage (100% - 92.2%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 0.922. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.922. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.922TTM0.9220.000
TTM0.922YOY0.924-0.002
TTM0.9225Y0.920+0.002
5Y0.92010Y0.912+0.008
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9220.915+0.007
TTM0.9220.917+0.005
YOY0.9240.919+0.005
5Y0.9200.919+0.001
10Y0.9120.927-0.015
1.4.2. Debt to Equity Ratio

Measures if Itau is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Itau to the Banks - Regional industry mean.
  • A Debt to Equity ratio of 1,236.8% means that company has $12.37 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Itau Unibanco Banco Holding SA:

  • The MRQ is 12.368. The company is unable to pay all its debts with equity. -1
  • The TTM is 12.368. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ12.368TTM12.3680.000
TTM12.368YOY12.778-0.410
TTM12.3685Y12.303+0.065
5Y12.30310Y11.195+1.108
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
MRQ12.36810.829+1.539
TTM12.36811.013+1.355
YOY12.77811.363+1.415
5Y12.30311.437+0.866
10Y11.19513.038-1.843

2. Market Valuation of Itau Unibanco Banco Holding SA

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Itau generates.

  • Above 15 is considered overpriced but always compare Itau to the Banks - Regional industry mean.
  • A PE ratio of 10.31 means the investor is paying $10.31 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Itau Unibanco Banco Holding SA:

  • The EOD is 10.290. Based on the earnings, the company is underpriced. +1
  • The MRQ is 10.305. Based on the earnings, the company is underpriced. +1
  • The TTM is 10.305. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD10.290MRQ10.305-0.015
MRQ10.305TTM10.3050.000
TTM10.305YOY7.778+2.527
TTM10.3055Y11.412-1.107
5Y11.41210Y21.028-9.616
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
EOD10.2907.398+2.892
MRQ10.3056.680+3.625
TTM10.3055.295+5.010
YOY7.7786.943+0.835
5Y11.4129.770+1.642
10Y21.0289.943+11.085
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Itau Unibanco Banco Holding SA:

  • The EOD is 3.162. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 3.167. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 3.167. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD3.162MRQ3.167-0.005
MRQ3.167TTM3.1670.000
TTM3.167YOY1.902+1.265
TTM3.1675Y5.708-2.541
5Y5.70810Y19.273-13.565
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
EOD3.162-2.069+5.231
MRQ3.167-1.868+5.035
TTM3.167-0.342+3.509
YOY1.9026.448-4.546
5Y5.7080.429+5.279
10Y19.2730.091+19.182
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Itau is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Banks - Regional industry mean).
  • A PB ratio of 0.34 means the investor is paying $0.34 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Itau Unibanco Banco Holding SA:

  • The EOD is 0.344. Based on the equity, the company is cheap. +2
  • The MRQ is 0.344. Based on the equity, the company is cheap. +2
  • The TTM is 0.344. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.344MRQ0.3440.000
MRQ0.344TTM0.3440.000
TTM0.344YOY1.303-0.958
TTM0.3445Y1.532-1.188
5Y1.53210Y2.728-1.196
Compared to industry (Banks - Regional)
PeriodCompanyIndustry (mean)+/- 
EOD0.3440.427-0.083
MRQ0.3440.386-0.042
TTM0.3440.470-0.126
YOY1.3030.642+0.661
5Y1.5320.795+0.737
10Y2.7281.025+1.703
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Itau Unibanco Banco Holding SA.

3.1. Institutions holding Itau Unibanco Banco Holding SA

Institutions are holding 19.225% of the shares of Itau Unibanco Banco Holding SA.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Schroder Investment Management Group0.90320.795688302063-7690801-8.0118
2023-09-30Goldman Sachs Group Inc0.66130.0698646550851063104319.6784
2023-12-31Westwood Global Investments LLC0.644819.416563043856-429227-0.6762
2023-09-30JPMorgan Chase & Co0.46650.02745604774-2264195-4.73
2023-09-30Perpetual Ltd0.43592.364442617658-4184868-8.9415
2023-09-30Fisher Asset Management, LLC0.37250.1109364139541699784087.545
2023-09-30Robeco Institutional Asset Management BV0.29960.420329287970-120479-0.4097
2023-12-31Franklin Resources Inc0.28240.089727611252-1216798-4.2209
2023-09-30Vanguard Group Inc0.27640.003627021707-488972-1.7774
2023-09-30Itau Unibanco Holding SA0.23755.508323221327765410.3307
2023-09-30BlackRock Inc0.23740.003623211077305517715.1577
2023-09-30Bank of America Corp0.22530.01322027897451427025.7758
2023-12-31Antipodes Partners Limited0.18063.832217655220-3160879-15.1848
2023-12-31Dodge & Cox0.16270.070315910905-2317300-12.7127
2023-12-31Baillie Gifford & Co Limited.0.15380.0828150340664404863.0184
2023-09-30Ameriprise Financial Inc0.11760.020311499005-2119996-15.5665
2023-12-31William Blair Investment Management, LLC0.11580.228911320342172709618.0032
2023-09-30State Street Corporation0.11270.003311021095-279706-2.4751
2023-12-31Seafarer Capital Partners, LLC0.104119.1046101740003000003.0383
2023-09-30Ariel Investments, LLC0.10390.577510161278-2998704-22.7865
Total 6.09452.7426595794531+10470528+1.8%

3.2. Funds holding Itau Unibanco Banco Holding SA

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31JOHCM International Select Institutional0.19772.42171933173200
2024-02-29iShares Latin America 40 ETF0.17896.7951749491400
2024-01-31JPMorgan Emerging Markets Equity L0.17351.547416958137-371912-2.1461
2023-12-31JPMEmerging Markets Equity - Canada Fund0.15841.509515487150429450138.3689
2023-12-31JPM GEM Focused-Composite0.15841.509515487150429450138.3689
2024-01-31JPM Emerging Markets Equity A (dist) USD0.15551.532415200892-286258-1.8484
2024-01-31Vanguard Emerging Mkts Stock Idx Inv0.14170.09091385780400
2024-01-31Hartford Schroders Emerging Mkts Eq I0.13881.68911357412700
2023-12-31Schroder ISF Em Mkts A Dis USD AV0.13071.80541277437600
2023-12-31Dodge & Cox Worldwide Global Stk USD Acc0.11671.4499114129053540003.201
2023-12-31Carmignac Patrimoine A EUR Acc0.11171.047810924141109241410
2023-12-31Fisher All Foreign Equity FocusedExChina0.1073.698104580005980006.0649
2023-12-31Seafarer Overseas Gr and Income Instl0.09972.113697500003000003.1746
2024-01-31Robeco Emerging Stars Equities D €0.09923.5698970137100
2024-01-31DWS Invest Latin American Eqs FC0.08793.723785963004445005.4528
2024-01-31Templeton Emerging Mkts Invmt Tr TEMIT0.08322.3652813456100
2024-01-31Schroder ISF Latin American A Dis AV0.07996.66947810232-937651-10.7186
2023-12-31American Funds New World A0.07260.0923710010400
2023-06-30Orbis SICAV Intl Eq Inv0.06491.73236343732-1455897-18.6662
2024-02-29SPDR® Portfolio Emerging Markets ETF0.06180.4821603996100
Total 2.418245.845236437589+18157925+7.7%

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Itau Unibanco Banco Holding SA compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--16.55916.5590%0.253+6445%3.416+385%1.847+796%
Book Value Per Share--20.17420.1740%3.616+458%6.678+202%4.660+333%
Current Ratio--0.7290.7290%0.048+1433%1.988-63%6.116-88%
Debt To Asset Ratio--0.9220.9220%0.9240%0.920+0%0.912+1%
Debt To Equity Ratio--12.36812.3680%12.778-3%12.303+1%11.195+10%
Dividend Per Share--0.2110.2110%0.137+54%0.249-15%0.230-8%
Eps--0.6740.6740%0.606+11%0.554+22%0.488+38%
Free Cash Flow Per Share--2.1952.1950%2.477-11%1.492+47%0.950+131%
Free Cash Flow To Equity Per Share--4.7974.7970%1.830+162%1.611+198%0.804+497%
Gross Profit Margin--1.0001.0000%0.933+7%0.952+5%0.974+3%
Intrinsic Value_10Y_max--32.444--------
Intrinsic Value_10Y_min--12.864--------
Intrinsic Value_1Y_max--2.200--------
Intrinsic Value_1Y_min--1.046--------
Intrinsic Value_3Y_max--7.411--------
Intrinsic Value_3Y_min--3.372--------
Intrinsic Value_5Y_max--13.588--------
Intrinsic Value_5Y_min--5.932--------
Market Cap67850300887.040-1%68572687354.00068572687354.0000%46434757993.890+48%60198451665.385+14%80147256823.900-14%
Net Profit Margin--0.0960.0960%0.214-55%0.186-48%0.214-55%
Operating Margin--0.0000.0000%1.263-100%0.393-100%0.737-100%
Operating Ratio--0.1880.1880%1.487-87%0.363-48%0.374-50%
Pb Ratio0.3440%0.3440.3440%1.303-74%1.532-78%2.728-87%
Pe Ratio10.2900%10.30510.3050%7.778+32%11.412-10%21.028-51%
Price Per Share6.9400%6.9506.9500%4.710+48%6.128+13%8.136-15%
Price To Free Cash Flow Ratio3.1620%3.1673.1670%1.902+67%5.708-45%19.273-84%
Price To Total Gains Ratio0.4140%0.4140.4140%12.086-97%12.049-97%16.438-97%
Quick Ratio---0.211-0.2110%3.582-106%3.045-107%3.154-107%
Return On Assets--0.0030.0030%0.013-80%0.010-75%0.014-82%
Return On Equity--0.0350.0350%0.177-80%0.138-75%0.169-79%
Total Gains Per Share--16.76916.7690%0.390+4203%3.665+358%2.077+707%
Usd Book Value--199050000000.000199050000000.0000%35645943000.000+458%65771521800.000+203%45909797100.000+334%
Usd Book Value Change Per Share--16.55916.5590%0.253+6445%3.416+385%1.847+796%
Usd Book Value Per Share--20.17420.1740%3.616+458%6.678+202%4.660+333%
Usd Dividend Per Share--0.2110.2110%0.137+54%0.249-15%0.230-8%
Usd Eps--0.6740.6740%0.606+11%0.554+22%0.488+38%
Usd Free Cash Flow--21654333000.00021654333000.0000%24415671000.000-11%14686065000.000+47%9364730700.000+131%
Usd Free Cash Flow Per Share--2.1952.1950%2.477-11%1.492+47%0.950+131%
Usd Free Cash Flow To Equity Per Share--4.7974.7970%1.830+162%1.611+198%0.804+497%
Usd Market Cap67850300887.040-1%68572687354.00068572687354.0000%46434757993.890+48%60198451665.385+14%80147256823.900-14%
Usd Price Per Share6.9400%6.9506.9500%4.710+48%6.128+13%8.136-15%
Usd Profit--6654105000.0006654105000.0000%5970102000.000+11%5296108800.000+26%5047351200.000+32%
Usd Revenue--69296760000.00069296760000.0000%27858600000.000+149%32642199000.000+112%26335763700.000+163%
Usd Total Gains Per Share--16.76916.7690%0.390+4203%3.665+358%2.077+707%
 EOD+4 -4MRQTTM+0 -0YOY+24 -125Y+24 -1210Y+22 -14

4.2. Fundamental Score

Let's check the fundamental score of Itau Unibanco Banco Holding SA based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1510.290
Price to Book Ratio (EOD)Between0-10.344
Net Profit Margin (MRQ)Greater than00.096
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than1-0.211
Current Ratio (MRQ)Greater than10.729
Debt to Asset Ratio (MRQ)Less than10.922
Debt to Equity Ratio (MRQ)Less than112.368
Return on Equity (MRQ)Greater than0.150.035
Return on Assets (MRQ)Greater than0.050.003
Total5/10 (50.0%)

4.3. Technical Score

Let's check the technical score of Itau Unibanco Banco Holding SA based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5054.966
Ma 20Greater thanMa 506.879
Ma 50Greater thanMa 1006.713
Ma 100Greater thanMa 2006.467
OpenGreater thanClose6.880
Total4/5 (80.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2019-12-312020-12-312021-12-312022-12-312023-12-31
Other Current Liabilities  -5,770,911-1,142,082-6,912,993186,327-6,726,666-1,357,152-8,083,818292,452,818284,369,000
Cash And Cash Equivalents  31,395,7987,189,77038,585,5685,442,67844,028,246-1,673,32542,354,921-219,759,921-177,405,000
Other Stockholders Equity  -8,806,815-892,239-9,699,054-3,705,435-13,404,489-4,075,074-17,479,56320,088,5632,609,000
Long-term Assets Other  -9,192,534-3,193,689-12,386,2231,266,903-11,119,320-145,878,564-156,997,8841,948,632,8841,791,635,000
Cash and Short Term Investments  46,804,45813,879,45260,683,9104,574,35865,258,2681,428,10566,686,373-244,091,373-177,405,000



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets2,551,077,000
Total Liabilities2,352,027,000
Total Stockholder Equity190,177,000
 As reported
Total Liabilities 2,352,027,000
Total Stockholder Equity+ 190,177,000
Total Assets = 2,551,077,000

Assets

Total Assets2,551,077,000
Total Current Assets612,909,000
Long-term Assets1,938,168,000
Total Current Assets
Cash And Cash Equivalents -177,405,000
Other Current Assets 612,909,000
Total Current Assets  (as reported)612,909,000
Total Current Assets  (calculated)435,504,000
+/- 177,405,000
Long-term Assets
Property Plant Equipment 12,486,000
Goodwill 7,835,000
Long-term Assets Other 1,791,635,000
Long-term Assets  (as reported)1,938,168,000
Long-term Assets  (calculated)1,811,956,000
+/- 126,212,000

Liabilities & Shareholders' Equity

Total Current Liabilities841,319,000
Long-term Liabilities1,510,708,000
Total Stockholder Equity190,177,000
Total Current Liabilities
Short-term Debt 524,874,000
Accounts payable 30,760,000
Other Current Liabilities 284,369,000
Total Current Liabilities  (as reported)841,319,000
Total Current Liabilities  (calculated)840,003,000
+/- 1,316,000
Long-term Liabilities
Long-term Liabilities  (as reported)1,510,708,000
Long-term Liabilities  (calculated)0
+/- 1,510,708,000
Total Stockholder Equity
Common Stock90,729,000
Accumulated Other Comprehensive Income 96,839,000
Other Stockholders Equity 2,609,000
Total Stockholder Equity (as reported)190,177,000
Total Stockholder Equity (calculated)190,177,000
+/-0
Other
Cash and Short Term Investments -177,405,000
Common Stock Shares Outstanding 9,866,574
Current Deferred Revenue1,316,000
Liabilities and Stockholders Equity 2,551,077,000
Net Debt 998,473,000
Net Working Capital -228,410,000
Short Long Term Debt Total 821,068,000



Balance Sheet

All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-312002-12-312001-12-312000-12-31
> Total Assets 
69,548,074
72,235,142
84,162,760
103,776,680
115,643,982
139,345,198
192,274,730
192,274,730
401,375,000
608,273,230
755,112,327
818,136,000
957,154,000
1,027,297,000
1,127,203,000
1,276,415,000
1,353,241,000
1,434,969,000
1,552,797,000
1,637,481,000
2,019,251,000
2,069,206,000
2,323,440,000
2,551,077,000
2,551,077,0002,323,440,0002,069,206,0002,019,251,0001,637,481,0001,552,797,0001,434,969,0001,353,241,0001,276,415,0001,127,203,0001,027,297,000957,154,000818,136,000755,112,327608,273,230401,375,000192,274,730192,274,730139,345,198115,643,982103,776,68084,162,76072,235,14269,548,074
   > Total Current Assets 
67,213,087
68,145,571
64,725,609
75,920,363
86,889,693
107,201,726
141,681,168
141,681,168
292,660,000
436,361,000
517,875,000
593,465,000
659,551,000
705,535,000
806,187,000
908,434,000
934,542,000
984,149,000
1,026,066,000
242,904,000
358,831,000
390,965,000
7,049,000
612,909,000
612,909,0007,049,000390,965,000358,831,000242,904,0001,026,066,000984,149,000934,542,000908,434,000806,187,000705,535,000659,551,000593,465,000517,875,000436,361,000292,660,000141,681,168141,681,168107,201,72686,889,69375,920,36364,725,60968,145,57167,213,087
       Cash And Cash Equivalents 
14,628,995
9,333,324
12,162,822
15,380,841
16,010,609
21,551,958
25,824,575
25,824,575
64,399,000
28,055,487
24,891,273
136,542,000
101,494,000
119,246,000
103,714,000
115,625,000
126,934,000
146,639,000
157,727,000
156,198,000
191,968,000
219,046,000
210,721,000
-177,405,000
-177,405,000210,721,000219,046,000191,968,000156,198,000157,727,000146,639,000126,934,000115,625,000103,714,000119,246,000101,494,000136,542,00024,891,27328,055,48764,399,00025,824,57525,824,57521,551,95816,010,60915,380,84112,162,8229,333,32414,628,995
       Short-term Investments 
10,041,935
9,240,794
3,672,598
10,620,212
12,052,944
16,669,831
13,096,271
19,136,846
17,152,031
80,253,513
124,032,727
84,373,574
90,869,000
96,626,000
78,360,000
86,045,000
88,277,000
102,284,000
49,323,000
76,660,000
109,942,000
105,622,000
121,052,000
0
0121,052,000105,622,000109,942,00076,660,00049,323,000102,284,00088,277,00086,045,00078,360,00096,626,00090,869,00084,373,574124,032,72780,253,51317,152,03119,136,84613,096,27116,669,83112,052,94410,620,2123,672,5989,240,79410,041,935
       Net Receivables 
11,346,137
0
0
0
0
0
0
0
0
70,360,385
94,851,106
3,343,000
4,031,000
2,856,000
4,114,000
4,696,000
6,879,000
8,380,000
10,049,000
10,046,000
56,921,000
66,297,000
78,381,000
0
078,381,00066,297,00056,921,00010,046,00010,049,0008,380,0006,879,0004,696,0004,114,0002,856,0004,031,0003,343,00094,851,10670,360,3850000000011,346,137
       Other Current Assets 
41,237,955
58,812,248
52,562,787
60,539,522
70,879,083
85,649,768
115,856,593
115,856,593
228,261,000
313,692,000
274,099,894
453,580,000
463,157,000
486,807,000
619,999,000
702,068,000
712,452,000
690,759,000
808,967,000
740,535,000
922,990,000
863,442,000
556,080,000
612,909,000
612,909,000556,080,000863,442,000922,990,000740,535,000808,967,000690,759,000712,452,000702,068,000619,999,000486,807,000463,157,000453,580,000274,099,894313,692,000228,261,000115,856,593115,856,59385,649,76870,879,08360,539,52252,562,78758,812,24841,237,955
   > Long-term Assets 
2,334,987
4,089,570
19,437,152
27,856,316
28,754,289
32,143,472
50,593,563
50,593,563
108,715,000
162,727,000
228,705,000
224,671,000
297,603,000
321,762,000
321,016,000
367,981,000
418,699,000
450,820,000
526,731,000
595,367,000
658,247,000
645,742,000
22,387,000
1,938,168,000
1,938,168,00022,387,000645,742,000658,247,000595,367,000526,731,000450,820,000418,699,000367,981,000321,016,000321,762,000297,603,000224,671,000228,705,000162,727,000108,715,00050,593,56350,593,56332,143,47228,754,28927,856,31619,437,1524,089,5702,334,987
       Property Plant Equipment 
2,334,859
2,786,760
2,782,299
2,686,093
2,573,703
2,484,429
2,861,815
2,861,815
2,965,000
4,359,599
5,024,756
5,358,000
5,628,000
6,564,000
8,711,000
8,541,000
8,042,000
7,359,000
7,302,000
10,974,000
11,845,000
12,009,000
11,630,000
12,486,000
12,486,00011,630,00012,009,00011,845,00010,974,0007,302,0007,359,0008,042,0008,541,0008,711,0006,564,0005,628,0005,358,0005,024,7564,359,5992,965,0002,861,8152,861,8152,484,4292,573,7032,686,0932,782,2992,786,7602,334,859
       Goodwill 
0
0
92,655
0
0
0
0
0
423,000
14,711,000
14,664,000
51,372
49,533
1,905,000
1,961,000
2,057,000
9,675,000
10,716,000
11,438,000
11,158,000
8,187,000
7,822,000
7,550,000
7,835,000
7,835,0007,550,0007,822,0008,187,00011,158,00011,438,00010,716,0009,675,0002,057,0001,961,0001,905,00049,53351,37214,664,00014,711,000423,0000000092,65500
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
89,314,000
93,229,000
1,848,020
393,601,000
424,078,000
500,100,000
542,187,000
629,072,000
612,623,000
709,468,000
0
0709,468,000612,623,000629,072,000542,187,000500,100,000424,078,000393,601,0001,848,02093,229,00089,314,0000000000000000
       Intangible Assets 
314,002
563,548
366,949
0
0
0
0
0
6,676,000
3,748,220
3,284,573
3,825,000
4,671,000
5,797,000
6,134,000
6,295,000
7,381,000
8,667,000
7,891,000
8,561,000
9,143,000
13,288,000
15,564,000
0
015,564,00013,288,0009,143,0008,561,0007,891,0008,667,0007,381,0006,295,0006,134,0005,797,0004,671,0003,825,0003,284,5733,748,2206,676,00000000366,949563,548314,002
       Earning Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
658,373,000
1,161,133,000
770,432,000
828,010,000
860,471,000
0
0
0
0
0000860,471,000828,010,000770,432,0001,161,133,000658,373,000000000000000000
       Long-term Assets Other 
129
1,302,810
1,299,114
1,650,317
2,685,256
3,399,745
13,097,815
6,548,908
-98,651,000
32,243,517
29,408,356
-215,488,000
-287,304,000
-307,496,000
-304,210,000
-351,088,000
-393,601,000
-51,372,000
23,466,000
-45,734,000
-61,623,000
-55,320,000
-781,084,000
1,791,635,000
1,791,635,000-781,084,000-55,320,000-61,623,000-45,734,00023,466,000-51,372,000-393,601,000-351,088,000-304,210,000-307,496,000-287,304,000-215,488,00029,408,35632,243,517-98,651,0006,548,90813,097,8153,399,7452,685,2561,650,3171,299,1141,302,810129
> Total Liabilities 
62,360,891
63,461,492
72,736,221
89,385,452
97,891,010
119,623,873
163,496,643
163,496,643
365,743,000
554,049,806
690,502,558
742,800,000
881,156,000
943,105,000
1,026,586,000
1,162,356,000
1,218,427,000
1,286,963,000
1,402,331,000
1,488,016,000
1,864,726,000
1,904,730,000
2,146,097,000
2,352,027,000
2,352,027,0002,146,097,0001,904,730,0001,864,726,0001,488,016,0001,402,331,0001,286,963,0001,218,427,0001,162,356,0001,026,586,000943,105,000881,156,000742,800,000690,502,558554,049,806365,743,000163,496,643163,496,643119,623,87397,891,01089,385,45272,736,22163,461,49262,360,891
   > Total Current Liabilities 
5,573,470
7,814,540
9,355,744
12,388,920
12,358,554
17,421,360
30,910,588
30,910,588
54,277,000
83,996,114
127,096,215
67,166,000
66,722,000
68,372,000
77,258,000
98,315,000
96,380,000
101,766,000
84,230,000
126,538,000
102,135,000
104,809,000
148,308,000
841,319,000
841,319,000148,308,000104,809,000102,135,000126,538,00084,230,000101,766,00096,380,00098,315,00077,258,00068,372,00066,722,00067,166,000127,096,21583,996,11454,277,00030,910,58830,910,58817,421,36012,358,55412,388,9209,355,7447,814,5405,573,470
       Short-term Debt 
5,573,470
7,814,540
9,355,744
12,388,920
12,358,554
17,421,360
30,910,588
30,910,588
54,277,000
60,867,468
86,486,351
67,166,000
65,612,000
67,273,000
75,872,000
96,406,000
94,405,000
99,440,000
81,700,000
123,852,000
102,135,000
104,809,000
148,308,000
524,874,000
524,874,000148,308,000104,809,000102,135,000123,852,00081,700,00099,440,00094,405,00096,406,00075,872,00067,273,00065,612,00067,166,00086,486,35160,867,46854,277,00030,910,58830,910,58817,421,36012,358,55412,388,9209,355,7447,814,5405,573,470
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
461,856,000
152,215,000
2,596,868
94,405,000
99,440,000
81,700,000
123,852,000
102,135,000
104,809,000
148,308,000
0
0148,308,000104,809,000102,135,000123,852,00081,700,00099,440,00094,405,0002,596,868152,215,000461,856,0000000000000000
       Accounts payable 
13,180,935
11,229,430
8,617,232
12,641,250
15,830,444
21,645,132
28,663,140
45,864,068
65,001,451
3,077,380
4,055,215
130,260,601
4,470,000
3,671,000
4,490,000
4,840,000
5,193,000
7,723,000
5,313,000
28,711,000
31,192,000
30,188,000
37,481,000
30,760,000
30,760,00037,481,00030,188,00031,192,00028,711,0005,313,0007,723,0005,193,0004,840,0004,490,0003,671,0004,470,000130,260,6014,055,2153,077,38065,001,45145,864,06828,663,14021,645,13215,830,44412,641,2508,617,23211,229,43013,180,935
       Other Current Liabilities 
0
0
0
0
0
0
0
0
0
19,857,532
36,554,649
-3,089,000
-4,470,000
-3,671,000
-4,490,000
-4,840,000
-5,193,000
-7,723,000
-5,313,000
-28,711,000
-34,393,000
-33,466,000
-40,218,000
284,369,000
284,369,000-40,218,000-33,466,000-34,393,000-28,711,000-5,313,000-7,723,000-5,193,000-4,840,000-4,490,000-3,671,000-4,470,000-3,089,00036,554,64919,857,532000000000
   > Long-term Liabilities 
4,264,573
8,039,803
12,194,680
15,054,817
14,743,678
14,794,497
17,976,975
17,976,975
37,672,000
58,976,000
85,366,894
82,458,000
107,637,000
117,585,000
121,543,000
156,677,000
139,935,000
131,429,000
150,113,000
283,051,000
201,042,000
219,968,000
148,308,000
1,510,708,000
1,510,708,000148,308,000219,968,000201,042,000283,051,000150,113,000131,429,000139,935,000156,677,000121,543,000117,585,000107,637,00082,458,00085,366,89458,976,00037,672,00017,976,97517,976,97514,794,49714,743,67815,054,81712,194,6808,039,8034,264,573
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
154,424,000
225,887,000
123,662,000
146,944,000
155,254,000
0
0
0
0
0000155,254,000146,944,000123,662,000225,887,000154,424,000000000000000000
       Long term Debt 
3,142,580
3,477,733
3,444,633
5,999,274
6,471,984
9,308,806
16,483,801
26,472,653
24,256,344
53,142,029
88,201,029
99,293,868
104,110,923
97,098,067
73,722,095
154,398,000
137,317,000
128,658,000
146,944,000
155,254,000
192,351,000
211,086,000
275,725,000
0
0275,725,000211,086,000192,351,000155,254,000146,944,000128,658,000137,317,000154,398,00073,722,09597,098,067104,110,92399,293,86888,201,02953,142,02924,256,34426,472,65316,483,8019,308,8066,471,9845,999,2743,444,6333,477,7333,142,580
       Other Liabilities 
5,531,860
5,728,895
4,886,158
9,806,860
14,437,527
20,660,636
28,905,227
45,483,311
53,887,764
90,268,635
108,997,161
106,971,912
116,565,723
117,621,983
93,100,177
2,400,736
284,009,000
203,428,000
221,847,000
241,825,000
244,015,000
255,768,000
275,843,000
0
0275,843,000255,768,000244,015,000241,825,000221,847,000203,428,000284,009,0002,400,73693,100,177117,621,983116,565,723106,971,912108,997,16190,268,63553,887,76445,483,31128,905,22720,660,63614,437,5279,806,8604,886,1585,728,8955,531,860
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
76,000
0
0
0
0
0
0
0
0
0
00000000076,00000000000000000
> Total Stockholder Equity
6,641,436
8,357,958
11,051,318
13,892,094
16,714,460
18,308,657
27,351,445
27,351,445
34,387,000
50,683,423
60,878,545
73,941,000
75,902,000
83,223,000
99,260,000
112,252,000
122,582,000
134,840,000
136,782,000
136,925,000
142,993,000
152,864,000
167,953,000
190,177,000
190,177,000167,953,000152,864,000142,993,000136,925,000136,782,000134,840,000122,582,000112,252,00099,260,00083,223,00075,902,00073,941,00060,878,54550,683,42334,387,00027,351,44527,351,44518,308,65716,714,46013,892,09411,051,3188,357,9586,641,436
   Common Stock
2,999,711
3,903,786
4,513,271
5,014,425
8,355,902
0
0
0
0
45,000,000
45,000,000
0
45,888,000
60,984,000
76,508,000
86,881,000
98,933,000
99,078,000
99,268,000
99,323,000
99,667,000
90,729,000
90,729,000
90,729,000
90,729,00090,729,00090,729,00099,667,00099,323,00099,268,00099,078,00098,933,00086,881,00076,508,00060,984,00045,888,000045,000,00045,000,00000008,355,9025,014,4254,513,2713,903,7862,999,711
   Retained Earnings 
3,750,871
3,868,952
5,136,279
7,163,877
6,661,348
9,687,874
13,343,053
13,343,053
16,014,000
5,953,960
15,895,260
0
0
25,321,000
24,226,000
31,014,000
26,898,000
38,244,000
42,861,000
42,541,000
47,347,000
66,161,000
86,892,000
0
086,892,00066,161,00047,347,00042,541,00042,861,00038,244,00026,898,00031,014,00024,226,00025,321,0000015,895,2605,953,96016,014,00013,343,05313,343,0539,687,8746,661,3487,163,8775,136,2793,868,9523,750,871
   Accumulated Other Comprehensive Income 
202,198
671,145
1,500,884
1,759,954
1,667,993
828,921
1,426,643
1,426,643
2,583,000
937,000
-239,000
29,866,000
31,537,000
24,093,000
24,080,000
29,724,000
25,531,000
38,505,000
39,334,000
38,876,000
44,233,000
62,663,000
77,295,000
96,839,000
96,839,00077,295,00062,663,00044,233,00038,876,00039,334,00038,505,00025,531,00029,724,00024,080,00024,093,00031,537,00029,866,000-239,000937,0002,583,0001,426,6431,426,643828,9211,667,9931,759,9541,500,884671,145202,198
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2,175,000
0
0
0
0
00002,175,0000000000000000000000
   Treasury Stock0000-1,274,000-1,820,000-2,743,000-1,882,000-2,620,000000000000000000



Balance Sheet

All numbers in thousands.




Cash Flow

Currency in BRL. All numbers in thousands.




Income Statement

Currency in BRL. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue344,760,000
Cost of Revenue-0
Gross Profit344,760,000344,760,000
 
Operating Income (+$)
Gross Profit344,760,000
Operating Expense-64,885,000
Operating Income148,000279,875,000
 
Operating Expense (+$)
Research Development0
Selling General Administrative72,500,000
Selling And Marketing Expenses0
Operating Expense64,885,00072,500,000
 
Net Interest Income (+$)
Interest Income225,971,000
Interest Expense-44,782,000
Other Finance Cost-136,881,000
Net Interest Income44,308,000
 
Pretax Income (+$)
Operating Income148,000
Net Interest Income44,308,000
Other Non-Operating Income Expenses0
Income Before Tax (EBT)38,780,000-38,632,000
EBIT - interestExpense = -44,634,000
38,928,000
77,887,000
Interest Expense44,782,000
Earnings Before Interest and Taxes (EBIT)148,00083,562,000
Earnings Before Interest and Taxes (EBITDA)6,677,000
 
After tax Income (+$)
Income Before Tax38,780,000
Tax Provision-5,525,000
Net Income From Continuing Ops32,989,00033,255,000
Net Income33,105,000
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses302,479,000
Total Other Income/Expenses Net38,780,000-44,308,000
 

Technical Analysis of Itau
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Itau. The general trend of Itau is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Itau's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Itau Unibanco Banco Holding SA.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 7.0364 < 7.04.

The bearish price targets are: 6.2535951219512 > 6.192346749226 > 5.8296446488294.

Tweet this
Itau Unibanco Banco Holding SA Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Itau Unibanco Banco Holding SA. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Itau Unibanco Banco Holding SA Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Itau Unibanco Banco Holding SA. The current macd is 0.03074498.

The long score for the Moving Average Convergence/Divergence (MACD) is 2/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 0/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Itau price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Itau. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Itau price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Itau Unibanco Banco Holding SA Daily Moving Average Convergence/Divergence (MACD) ChartItau Unibanco Banco Holding SA Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Itau Unibanco Banco Holding SA. The current adx is 18.49.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Itau shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
Itau Unibanco Banco Holding SA Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Itau Unibanco Banco Holding SA. The current sar is 7.04956422.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Itau Unibanco Banco Holding SA Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Itau Unibanco Banco Holding SA. The current rsi is 54.97. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Itau Unibanco Banco Holding SA Daily Relative Strength Index (RSI) ChartItau Unibanco Banco Holding SA Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Itau Unibanco Banco Holding SA. The current phase is Continuation in bull market.

The long score for the Stochastic Oscillator is 4/6.
The longshort score for the Stochastic Oscillator is 4/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Itau price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Itau Unibanco Banco Holding SA Daily Stochastic Oscillator ChartItau Unibanco Banco Holding SA Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Itau Unibanco Banco Holding SA. The current cci is 48.41.

Itau Unibanco Banco Holding SA Daily Commodity Channel Index (CCI) ChartItau Unibanco Banco Holding SA Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Itau Unibanco Banco Holding SA. The current cmo is 11.47.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Itau Unibanco Banco Holding SA Daily Chande Momentum Oscillator (CMO) ChartItau Unibanco Banco Holding SA Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Itau Unibanco Banco Holding SA. The current willr is -31.49606299.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Itau is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Itau Unibanco Banco Holding SA Daily Williams %R ChartItau Unibanco Banco Holding SA Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Itau Unibanco Banco Holding SA.

Itau Unibanco Banco Holding SA Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Itau Unibanco Banco Holding SA. The current atr is 0.12181131.

Itau Unibanco Banco Holding SA Daily Average True Range (ATR) ChartItau Unibanco Banco Holding SA Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Itau Unibanco Banco Holding SA. The current obv is 318,752,322.

Itau Unibanco Banco Holding SA Daily On-Balance Volume (OBV) ChartItau Unibanco Banco Holding SA Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Itau Unibanco Banco Holding SA. The current mfi is 55.07.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Itau Unibanco Banco Holding SA Daily Money Flow Index (MFI) ChartItau Unibanco Banco Holding SA Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Itau Unibanco Banco Holding SA.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-07ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-08STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-09STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-13RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-17STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-21RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-24RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-11-28STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-29MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-30STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-01STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-04RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-05STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-06MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-07STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-11RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-12-15MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-18MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-20RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-21MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-26ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-29RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-02MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-04SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-09SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-10SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-11STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-01-16SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-17DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-22STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-26DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-29DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-30CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-31DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-01CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-02DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-05DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-06MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-09STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-12WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-15STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-16WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-20CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-21STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-22ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-29STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-04MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-03-05CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-06STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-07STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-12STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-13CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-14STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-20WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-21STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-22SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).

6.3. Candlestick Patterns

Itau Unibanco Banco Holding SA Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Itau Unibanco Banco Holding SA based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5054.966
Ma 20Greater thanMa 506.879
Ma 50Greater thanMa 1006.713
Ma 100Greater thanMa 2006.467
OpenGreater thanClose6.880
Total4/5 (80.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Itau with someone you think should read this too:
  • Are you bullish or bearish on Itau? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Itau? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Itau Unibanco Banco Holding SA

I send you an email if I find something interesting about Itau Unibanco Banco Holding SA.


Comments

How you think about this?

Leave a comment

Stay informed about Itau Unibanco Banco Holding SA.

Receive notifications about Itau Unibanco Banco Holding SA in your mailbox!