Itaú unibanco holding s.a. ITUB.US AI Analysis
BetaUS StockFinancial Services
(No presentation for ITUB)
ITUB Value Score
3
24
15
Average Growth
Analysis Conclusion
The stock holds a moderate value rating. If you have positions, consider retaining; for new ones, wait for a value score above 4.
ITUB Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of ITUB from 2007-01-01 till Now
- 58.54%
- Cumulative Return
- 2.53%
- Annual Return
- 19.63%
- Volatility
- 0.13
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to July, 2025. (Total Trades: 4)
| ITUB | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 75% | 65% | 56% |
| Avg Return | 22% | 25.6% | 60.9% |
| Avg Profit | 46.2% | 49.4% | 132.3% |
| Avg Loss | -50.6% | -19.3% | -31.9% |
| Avg Risk-Reward Ratio | 91.2% | 256.5% | 415.3% |