BK vs. ITUB: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at BK and ITUB, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
BK is a standard domestic listing, while ITUB trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
| Symbol | BK | ITUB |
|---|---|---|
| Company Name | The Bank of New York Mellon Corporation | Itaú Unibanco Holding S.A. |
| Country | United States | Brazil |
| GICS Sector | Financials | Financials |
| GICS Industry | Capital Markets | Banks |
| Market Capitalization | 77.20 billion USD | 81.63 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 3, 1973 | February 25, 2002 |
| Security Type | Common Stock | ADR |
Historical Performance
This chart compares the performance of BK and ITUB by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | BK | ITUB |
|---|---|---|
| 5-Day Price Return | -0.43% | 0.40% |
| 13-Week Price Return | 9.39% | 7.52% |
| 26-Week Price Return | 25.65% | 7.12% |
| 52-Week Price Return | 42.35% | 28.68% |
| Month-to-Date Return | 2.36% | 2.94% |
| Year-to-Date Return | 43.80% | 45.31% |
| 10-Day Avg. Volume | 3.07M | 24.44M |
| 3-Month Avg. Volume | 3.50M | 20.13M |
| 3-Month Volatility | 16.24% | 18.28% |
| Beta | 1.12 | 1.25 |
Profitability
Return on Equity (TTM)
BK
12.17%
Capital Markets Industry
- Max
- 41.61%
- Q3
- 22.56%
- Median
- 13.62%
- Q1
- 9.23%
- Min
- -4.25%
BK’s Return on Equity of 12.17% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.
ITUB
20.76%
Banks Industry
- Max
- 25.75%
- Q3
- 15.51%
- Median
- 11.91%
- Q1
- 8.65%
- Min
- -1.41%
In the upper quartile for the Banks industry, ITUB’s Return on Equity of 20.76% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Net Profit Margin (TTM)
BK
21.21%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 36.88%
- Median
- 24.30%
- Q1
- 13.14%
- Min
- -6.20%
BK’s Net Profit Margin of 21.21% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.
ITUB
17.96%
Banks Industry
- Max
- 54.20%
- Q3
- 35.60%
- Median
- 28.95%
- Q1
- 22.27%
- Min
- 2.66%
Falling into the lower quartile for the Banks industry, ITUB’s Net Profit Margin of 17.96% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
BK
26.54%
Capital Markets Industry
- Max
- 83.68%
- Q3
- 47.64%
- Median
- 32.36%
- Q1
- 19.28%
- Min
- 0.30%
BK’s Operating Profit Margin of 26.54% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.
ITUB
21.93%
Banks Industry
- Max
- 63.35%
- Q3
- 44.30%
- Median
- 37.14%
- Q1
- 28.21%
- Min
- 12.28%
ITUB’s Operating Profit Margin of 21.93% is in the lower quartile for the Banks industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | BK | ITUB |
|---|---|---|
| Return on Equity (TTM) | 12.17% | 20.76% |
| Return on Assets (TTM) | 1.17% | 1.50% |
| Net Profit Margin (TTM) | 21.21% | 17.96% |
| Operating Profit Margin (TTM) | 26.54% | 21.93% |
| Gross Profit Margin (TTM) | -- | -- |
Financial Strength
Current Ratio (MRQ)
BK
--
Capital Markets Industry
- Max
- 3.43
- Q3
- 1.76
- Median
- 1.00
- Q1
- 0.60
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
ITUB
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
BK
1.17
Capital Markets Industry
- Max
- 6.12
- Q3
- 2.78
- Median
- 0.96
- Q1
- 0.31
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
ITUB
4.49
Banks Industry
- Max
- 5.78
- Q3
- 2.55
- Median
- 0.94
- Q1
- 0.39
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
Interest Coverage Ratio (TTM)
BK
--
Capital Markets Industry
- Max
- 107.59
- Q3
- 50.42
- Median
- 10.94
- Q1
- 4.37
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
ITUB
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.
Financial Strength at a Glance
| Symbol | BK | ITUB |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Quick Ratio (MRQ) | -- | -- |
| Debt-to-Equity Ratio (MRQ) | 1.17 | 4.49 |
| Interest Coverage Ratio (TTM) | -- | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
BK
2.13%
Capital Markets Industry
- Max
- 8.63%
- Q3
- 4.88%
- Median
- 2.72%
- Q1
- 1.41%
- Min
- 0.00%
BK’s Dividend Yield of 2.13% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.
ITUB
6.30%
Banks Industry
- Max
- 9.92%
- Q3
- 5.44%
- Median
- 3.78%
- Q1
- 2.38%
- Min
- 0.00%
With a Dividend Yield of 6.30%, ITUB offers a more attractive income stream than most of its peers in the Banks industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
BK
31.34%
Capital Markets Industry
- Max
- 188.84%
- Q3
- 96.52%
- Median
- 61.58%
- Q1
- 31.74%
- Min
- 0.00%
BK’s Dividend Payout Ratio of 31.34% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
ITUB
51.88%
Banks Industry
- Max
- 135.42%
- Q3
- 78.13%
- Median
- 52.54%
- Q1
- 35.48%
- Min
- 0.00%
ITUB’s Dividend Payout Ratio of 51.88% is within the typical range for the Banks industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | BK | ITUB |
|---|---|---|
| Dividend Yield (TTM) | 2.13% | 6.30% |
| Dividend Payout Ratio (TTM) | 31.34% | 51.88% |
Valuation
Price-to-Earnings Ratio (TTM)
BK
14.69
Capital Markets Industry
- Max
- 47.53
- Q3
- 28.81
- Median
- 16.62
- Q1
- 12.06
- Min
- 5.71
BK’s P/E Ratio of 14.69 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
ITUB
10.01
Banks Industry
- Max
- 21.36
- Q3
- 13.70
- Median
- 10.55
- Q1
- 8.08
- Min
- 2.84
ITUB’s P/E Ratio of 10.01 is within the middle range for the Banks industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
BK
2.13
Capital Markets Industry
- Max
- 13.23
- Q3
- 6.65
- Median
- 4.40
- Q1
- 2.22
- Min
- 0.03
In the lower quartile for the Capital Markets industry, BK’s P/S Ratio of 2.13 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
ITUB
1.38
Banks Industry
- Max
- 4.90
- Q3
- 2.97
- Median
- 2.24
- Q1
- 1.58
- Min
- 0.45
The P/S Ratio is often not a primary valuation tool in the Banks industry.
Price-to-Book Ratio (MRQ)
BK
1.73
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.27
- Median
- 2.66
- Q1
- 1.34
- Min
- 0.37
BK’s P/B Ratio of 1.73 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
ITUB
1.81
Banks Industry
- Max
- 2.14
- Q3
- 1.43
- Median
- 1.13
- Q1
- 0.87
- Min
- 0.25
ITUB’s P/B Ratio of 1.81 is in the upper tier for the Banks industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | BK | ITUB |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 14.69 | 10.01 |
| Price-to-Sales Ratio (TTM) | 2.13 | 1.38 |
| Price-to-Book Ratio (MRQ) | 1.73 | 1.81 |
| Price-to-Free Cash Flow Ratio (TTM) | 25.12 | 30.09 |
