Itaúsa stock
ITSA3.SASAOItaúsa S.A., Financial ServicesISIN BRITSAACNOR0
71Score 71 out of 100, Strong
Price and trend
54 / 100
Price history
+19% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 0.6% above it.
Since May 2025 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 33).
The price is 15% below its 52-week high. Largest decline in 20 years: 55% (June 2007 to March 2009).
Chart figures for advanced users
- SMA 50$2.58
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$2.46
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)33
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$2.01
- The lowest closing price of the last twelve months.
- Resistance$2.91
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Itaúsa S.A. belongs to the Financial (Conglomerates) industry (Brazil) and, with a market value of $27.73B, is number 4 of 25 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $1.47B (up 0.2% year on year) and earnings of $2.94B (up 11.6%).
- MEQIRI Score 71 out of 100 (Strong): rank 369 of 975 in Financial Services, median 68.
Show more
- The P/E is 8.2 (Financial (Conglomerates) median 14.2, own median of recent years 7.6).
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 20.4% over the last 12 months.Profitability 81
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 95
- Earnings per share growingUp 16.5% a year since 2020.
Weaknesses
- Margin fallingOperating margin −1.2%, average of the prior years 53.5% (to 2024).
- Revenue shrinkingRevenue down 11% a year since 2020.Growth 43
Its standout strengths are valuation and fundamentals, while growth holds the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 70 to 71.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk not measured
How well MEQIRI warnsFor stocks from Japan, China, Hong Kong, Taiwan, Korea, Canada, India and Brazil we only show crash risk once a separate backtest shows that it warns as well there as in the US and Europe.
Valuation
Valuation signal
UndervaluedA fair value is not meaningful here, so the signal follows the valuation grade.
Valuation metrics
The model puts the fair value at more than four times the share price. That says more about the assumptions than about the company, so a fair value is not meaningful here and the valuation relies on the P/E and the other metrics.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 5.7% on the twelve months before. Revenue has stayed largely stable since 2013. From 2013 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2013 are not measured.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating −1%, net 200%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 100%. From 2013 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2013 are not measured.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 22 Mar 2027in 129 days
- Last reported
- 9 Nov 2026EPS reported $0.09 (expected $0.08)above expectations
Analyst estimates
Earnings estimates have barely changed since 7 Nov 2026.
- Earnings per share
- $0.300.0%
- Revenue
- $3.46B0.0%
- Earnings per share
- $0.330.0%
- Revenue
- $3.63B0.0%
MEQIRI has stored the estimates since 7 Nov 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
What happened at Itaúsa
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 71
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Conglomerates)
The next larger and next smaller companies by market value
- SK Square402340.KS $78.13B76
- Bajaj FinservBAJAJFINSV.NS $32.1B71
- Yuanta Financial Holding2885.TW $30.35B74
- ExorEXO.AS $25.81B47
- HAL TrustHAL.AS $17.47B67
- China Galaxy Securities601881.SS $12.57B55
- Aditya Birla CapitalABCAPITAL.NS $12.21B72
- SBI Holdings8473.T $11.88B75
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 12 Nov 2026 ($1 = R$5.6169)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong since 11 Nov 2026, previously Neutral
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.