All analyses

Itaú Unibanco Holding S.A. (ITUB4.SA) Stock Analysis

Score B

Financial · Grade B · Bullish

Financial Services · Banks - Regional

$40.45

Fair Value

$58.16

+43.8%

Conviction

4/10

Quality

B

Classification

Financial

Investment Thesis

Otima empresa, NAO otimo preco. Qualidade justifica manter mas assimetria nao e atrativa para novas posicoes.

No strong signal in either direction.

For New Investors

Preco acima do intervalo de valor modelado

For Current Holders

Pontuacao quantitativa: neutra

Buy if

  • Preco cai 15-20% (melhora a assimetria)
  • Catalisadores do cenario otimista se materializam
  • Correcao geral do mercado cria oportunidade

Sell if

  • Gatilhos do cenario pessimista ocorrem
  • Metricas de qualidade se deterioram (ROIC em declinio)
  • Melhores alternativas surgem

Valuation

Fair Value estimate: $58.16 (+43.8%). Significantly undervalued.

PEG-Based EPS

$51.02

FCF DCF Model

$65.92

Blended Fair Value

$58.16

Confidence

High

Methods

P/B Relative, P/E Relative, Dividend Discount

Quality Analysis

B

78/120 points

Investable

ROE (3Y Avg)

21.8%

ROIC-WACC Spread

-5.3%

D/E Ratio

1.5x

Current Ratio

0.9x

Interest Coverage

3x

FCF Positive Years

3/3

Quality Flags

  • Setor financeiro: avaliacao de qualidade alternativa aplicada
  • Strong ROE: 21.8%
  • Earnings declining

Market Sentiment

Wall Street Consensus

$48.38

+19.6% Upside

13 analysts

Rating: Strong Buy

Our model is more cautious than Wall Street.

Trend & Technical

Bullish

Price ($40.40) is 1.8% above SMA 200 ($39.68). Bullish trend confirmed.

Technical Score90/100

Tech Score 90/100 — MOMENTUM ALIGNMENT. Healthy uptrend confirmed by RSI and MACD. Technical tailwind.

Risk & Reward

Asymmetry Ratio

6.55:1

Expected Return

+34.5%

Bull Upside

+65.5%

Bear Downside

-10.0%

Excelente assimetria: razao 6.55:1. Potencial de alta supera amplamente o risco de baixa.

Verdict: Very Favorable

Scenario Analysis

Bear

Base

Bull

Buy Zone & Action Plan

See exact entry zones, stop-loss levels, and a personalized action plan.

Access free

AI Executive Summary

Get a detailed AI-written breakdown of the investment thesis, risks, and catalysts.

Access free

Technical Analysis

RSI, MACD, moving averages, trend signals, and momentum indicators.

Access free

Ask AI about this stock

Chat with our AI analyst to ask questions about valuation, risks, or comparisons.

Access free

Frequently Asked Questions

What is the fair value of ITUB4.SA?

Based on our multi-method conviction analysis, the estimated fair value of Itaú Unibanco Holding S.A. (ITUB4.SA) is $58.16. This is calculated by blending P/B Relative, P/E Relative, Dividend Discount and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is high.

Is ITUB4.SA a buy, sell, or hold?

ITUB4.SA currently has a HOLD rating with a conviction score of 4/10. Otima empresa, NAO otimo preco. Qualidade justifica manter mas assimetria nao e atrativa para novas posicoes. Preco acima do intervalo de valor modelado.

Is ITUB4.SA a high-quality stock?

Itaú Unibanco Holding S.A. has a quality grade of B (78/120 points), rated as Investable. Key metrics include ROE of 21.8%, ROIC-WACC spread of -5.3%, and D/E ratio of 1.5x.

What type of stock is ITUB4.SA?

ITUB4.SA is classified as a "financial" in our framework. Override setor financeiro: Financial Services

What do Wall Street analysts say about ITUB4.SA?

13 Wall Street analysts have a consensus price target of $48.38 for ITUB4.SA, representing +19.6% upside. Targets range from — to —. The consensus recommendation is "Strong Buy". Our model is more cautious than Wall Street.

What are the risks of investing in ITUB4.SA?

The risk/reward asymmetry ratio for ITUB4.SA is 6.55:1, rated as Very Favorable. Excelente assimetria: razao 6.55:1. Potencial de alta supera amplamente o risco de baixa. The expected return is +34.5%, with bull case upside of +65.5% and bear case downside of -10.0%.

What is the current trend for ITUB4.SA?

ITUB4.SA is in a bullish trend. Price ($40.40) is 1.8% above SMA 200 ($39.68). Bullish trend confirmed. The technical score is 90/100.

Related Stock Analyses

Best Stocks to Buy

Get the complete analysis

Scenario targets, buy zones, action plan, executive summary, technical analysis, and AI chat. All free.

Last updated: June 17, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.