Seek Returns logo

BN vs. ITUB: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at BN and ITUB, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

BN is a standard domestic listing, while ITUB trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.

SymbolBNITUB
Company NameBrookfield CorporationItaú Unibanco Holding S.A.
CountryCanadaBrazil
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsBanks
Market Capitalization99.12 billion USD71.18 billion USD
ExchangeNYSENYSE
Listing DateDecember 30, 1983February 25, 2002
Security TypeCommon StockADR

Historical Performance

This chart compares the performance of BN 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.

BN vs. ITUB: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBNITUB
5-Day Price Return2.05%5.23%
13-Week Price Return12.83%2.98%
26-Week Price Return10.27%24.48%
52-Week Price Return49.98%24.32%
Month-to-Date Return-1.22%8.16%
Year-to-Date Return15.28%36.11%
10-Day Avg. Volume2.88M25.41M
3-Month Avg. Volume2.55M23.35M
3-Month Volatility24.38%18.66%
Beta1.780.47

Profitability

Return on Equity (TTM)

BN

1.34%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

BN’s Return on Equity of 1.34% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

ITUB

20.76%

Banks Industry

Max
26.37%
Q3
15.92%
Median
12.25%
Q1
8.69%
Min
0.15%

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.

BN vs. ITUB: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Banks industry benchmarks.

Net Profit Margin (TTM)

BN

0.76%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, BN’s Net Profit Margin of 0.76% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

ITUB

17.96%

Banks Industry

Max
54.20%
Q3
35.70%
Median
28.97%
Q1
22.53%
Min
6.98%

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.

BN vs. ITUB: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Banks industry benchmarks.

Operating Profit Margin (TTM)

BN

3.25%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

BN’s Operating Profit Margin of 3.25% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

ITUB

21.93%

Banks Industry

Max
63.35%
Q3
44.59%
Median
37.24%
Q1
28.25%
Min
13.37%

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.

BN vs. ITUB: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Banks industry benchmarks.

Profitability at a Glance

SymbolBNITUB
Return on Equity (TTM)1.34%20.76%
Return on Assets (TTM)0.12%1.50%
Net Profit Margin (TTM)0.76%17.96%
Operating Profit Margin (TTM)3.25%21.93%
Gross Profit Margin (TTM)35.04%--

Financial Strength

Current Ratio (MRQ)

BN

1.11

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

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.

BN vs. ITUB: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BN

5.43

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

ITUB

4.50

Banks Industry

Max
4.75
Q3
2.62
Median
1.02
Q1
0.39
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.

BN vs. ITUB: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Interest Coverage Ratio (TTM)

BN

1.21

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
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.

BN vs. ITUB: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Financial Strength at a Glance

SymbolBNITUB
Current Ratio (MRQ)1.11--
Quick Ratio (MRQ)0.96--
Debt-to-Equity Ratio (MRQ)5.434.50
Interest Coverage Ratio (TTM)1.21--

Growth

Revenue Growth

BN vs. ITUB: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BN vs. ITUB: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BN

0.62%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

BN’s Dividend Yield of 0.62% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

ITUB

6.69%

Banks Industry

Max
10.27%
Q3
5.83%
Median
3.81%
Q1
2.50%
Min
0.00%

With a Dividend Yield of 6.69%, ITUB offers a more attractive income stream than most of its peers in the Banks industry, signaling a strong commitment to shareholder returns.

BN vs. ITUB: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Banks industry benchmarks.

Dividend Payout Ratio (TTM)

BN

110.29%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

BN’s Dividend Payout Ratio of 110.29% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

ITUB

51.88%

Banks Industry

Max
147.07%
Q3
80.55%
Median
54.40%
Q1
35.71%
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.

BN vs. ITUB: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Dividend at a Glance

SymbolBNITUB
Dividend Yield (TTM)0.62%6.69%
Dividend Payout Ratio (TTM)110.29%51.88%

Valuation

Price-to-Earnings Ratio (TTM)

BN

179.00

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 179.00, BN’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

ITUB

9.41

Banks Industry

Max
20.05
Q3
12.65
Median
10.21
Q1
7.54
Min
2.74

ITUB’s P/E Ratio of 9.41 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.

BN vs. ITUB: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Price-to-Sales Ratio (TTM)

BN

1.35

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, BN’s P/S Ratio of 1.35 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
5.06
Q3
2.98
Median
2.24
Q1
1.59
Min
0.45

The P/S Ratio is often not a primary valuation tool in the Banks industry.

BN vs. ITUB: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Price-to-Book Ratio (MRQ)

BN

1.91

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

BN’s P/B Ratio of 1.91 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

1.58

Banks Industry

Max
2.18
Q3
1.36
Median
1.09
Q1
0.81
Min
0.20

ITUB’s P/B Ratio of 1.58 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.

BN vs. ITUB: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Valuation at a Glance

SymbolBNITUB
Price-to-Earnings Ratio (TTM)179.009.41
Price-to-Sales Ratio (TTM)1.351.38
Price-to-Book Ratio (MRQ)1.911.58
Price-to-Free Cash Flow Ratio (TTM)618.924.14