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ITUB Itaú Unibanco Holding S.A.

Financial Services

10.16

Close 10/9

Open
9.97
High
10.18
Low
9.87
Prev close
9.83
Volume
45.5M
52W 6.74 10.20
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Is Itaú Unibanco Holding S.A. a buy? Fundamentals and valuation first

As of 2026-10-09

Quality: Good, Growth: Good, Momentum: Strong, Risk / liquidity: Good.

Quality Good FCF margin, TTM is Top; Operating margin, TTM is Good.
ROE, TTM (%) 21.65 83th percentile Top
Operating margin, TTM (%) 14.23 64th percentile Good
FCF margin, TTM (%) 48.11 92th percentile Top
Growth Good Revenue growth, TTM YoY is Good.
Revenue growth, TTM YoY (%) 8.24 57th percentile Good
Momentum Strong All 2 indicators are Top.
60-day return (%) 22.56 90th percentile Top
240-day return (%) 45.24 86th percentile Top
Risk / liquidity Good 20-day dollar volume is Top, but 60-day annualized volatility is Average.
20-day dollar volume 309,645,493 95th percentile Top
60-day annualized volatility (%) 45.65 51th percentile Average

Itaú Unibanco Holding S.A. (ITUB) today

1 quant signals active · As of 2026-10-09

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

Itaú Unibanco Holding S.A. (ITUB) peers and tracking

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Itaú Unibanco Holding S.A. (ITUB) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

16 historical occurrences (since 2017-01-23)
Average forward return after 52-week adjusted-price high。20-day: Win 53.3%, Sample 15, Median +2.03%, Excess -0.93%, Beat mkt rate 46.7%；60-day: Win 60%, Sample 15, Median +1.34%, Excess -2.56%, Beat mkt rate 40%；120-day: Win 60%, Sample 15, Median +1.32%, Excess -7.56%, Beat mkt rate 33.3%

120 days after: historical avg +0.89%

20-day +1.27%
60-day +0.72%
120-day +0.89%
20-day
60-day
120-day
Win
53.3%
60%
60%
Sample
15
15
15
Median
+2.03%
+1.34%
+1.32%
Excess
-0.93%
-2.56%
-7.56%
Beat mkt rate
46.7%
40%
33.3%

Over 15 occurrences, 120-day forward avg gained 0.89%, lagged the market by 7.56 pts; win rate 60%.

More history: Market-wide momentum baseline, Signals not active now

Market-wide momentum baseline

Across 98,394 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.23%, a 57.8% positive-return rate, and +2.88 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

23 times historically; 60-day forward avg +2.05%, win rate 52.2%, beating the market by -0.28 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

10 times historically; 60-day forward avg +5.16%, win rate 60%, beating the market by +4.41 pts on average.

Continue researching Itaú Unibanco Holding S.A. with the evidence above.

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Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.
  • This is an American depositary receipt (ADR). The data does not say how many ordinary shares each ADR represents, so per-share and market-value metrics (P/E, price/book, free-cash-flow yield, EPS growth and earnings surprises) are not computed.
  • ADRs listed on NYSE or NASDAQ are covered as a separate group selected by dollar volume, in addition to the common-stock universe; the 6-month momentum signal ranks each ADR against the liquid US common stocks.
  • Financial statements are reported in BRL. Operating margin, ROE and revenue growth are computed within BRL; no figure divides the USD share price by BRL amounts.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.