EBKDY vs. ITUB
EBKDY (Erste Group Bank AG PK) and ITUB (Itaú Unibanco Holding S.A.) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 10 years, EBKDY returned 22.88%/yr vs 16.25%/yr for ITUB. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
EBKDY vs. ITUB - Performance Comparison
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Returns By Period
In the year-to-date period, EBKDY achieves a 8.93% return, which is significantly lower than ITUB's 20.68% return. Over the past 10 years, EBKDY has outperformed ITUB with an annualized return of 22.88%, while ITUB has yielded a comparatively lower 16.25% annualized return.
EBKDY
- 1D
- -1.41%
- 1M
- -3.38%
- 6M
- 1.64%
- YTD
- 8.93%
- 1Y
- 43.18%
- 3Y*
- 57.57%
- 5Y*
- 33.98%
- 10Y*
- 22.88%
- ALL TIME*
- 5.75%
ITUB
- 1D
- 0.24%
- 1M
- 4.19%
- 6M
- 0.55%
- YTD
- 20.68%
- 1Y
- 51.71%
- 3Y*
- 27.07%
- 5Y*
- 27.62%
- 10Y*
- 16.25%
- ALL TIME*
- 15.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.18M | $3.86M | $3.29M | |
| $145.20M | $157.33M | $184.57M |
EBKDY vs. ITUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EBKDY Erste Group Bank AG PK | 8.93% | 104.70% | 59.56% | 36.72% | -29.48% | 68.00% | -19.19% | 18.27% | -21.60% | 58.26% |
ITUB Itaú Unibanco Holding S.A. | 20.68% | 86.06% | -23.49% | 54.53% | 30.82% | -6.05% | -30.47% | 8.46% | 12.68% | 30.90% |
Correlation
The correlation between EBKDY and ITUB is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.32 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.34 |
The correlation between EBKDY and ITUB shifts across timeframes, from 0.31 (10 years) to 0.42 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
EBKDY:
$101.74B
ITUB:
$93.24B
EBKDY:
€2.23
ITUB:
R$3.93
EBKDY:
25.31
ITUB:
10.89
EBKDY:
6.74
ITUB:
1.08
EBKDY:
4.70
ITUB:
1.30
EBKDY:
3.95
ITUB:
2.19
EBKDY:
€19.70B
ITUB:
R$384.43B
EBKDY:
€12.66B
ITUB:
R$131.20B
EBKDY:
€5.91B
ITUB:
R$54.38B
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Return for Risk
EBKDY vs. ITUB — Risk / Return Rank
EBKDY
ITUB
EBKDY vs. ITUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Erste Group Bank AG PK (EBKDY) and Itaú Unibanco Holding S.A. (ITUB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EBKDY | ITUB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.44 | -0.50 |
| Martin ratioReturn relative to average drawdown | 5.12 | 5.80 | -0.68 |
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Drawdowns
EBKDY vs. ITUB - Drawdown Comparison
The maximum EBKDY drawdown since its inception was -89.42%, which is greater than ITUB's maximum drawdown of -69.35%. Use the drawdown chart below to compare losses from any high point for EBKDY and ITUB.
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Drawdown Indicators
| EBKDY | ITUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.42% | -69.35% | -20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -22.06% | -21.53% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -28.17% | +6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -55.78% | -31.59% | -24.19% |
Max Drawdown (10Y)Largest decline over 10 years | -64.08% | -61.96% | -2.12% |
Current DrawdownCurrent decline from peak | -4.15% | -9.78% | +5.63% |
Average DrawdownAverage peak-to-trough decline | -43.81% | -20.97% | -22.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.30% | 9.02% | -0.72% |
Volatility
EBKDY vs. ITUB - Volatility Comparison
Erste Group Bank AG PK (EBKDY) has a higher volatility of 8.50% compared to Itaú Unibanco Holding S.A. (ITUB) at 7.80%. This indicates that EBKDY's price experiences larger fluctuations and is considered to be riskier than ITUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EBKDY | ITUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.50% | 7.80% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 24.14% | 24.04% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.41% | 30.96% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.76% | 33.68% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.11% | 38.21% | -2.10% |
Dividends
EBKDY vs. ITUB - Dividend Comparison
EBKDY's dividend yield for the trailing twelve months is around 0.67%, less than ITUB's 7.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBKDY Erste Group Bank AG PK | 0.67% | 2.80% | 4.77% | 5.11% | 5.28% | 5.09% | 0.00% | 4.07% | 4.26% | 4.99% | 3.83% | 0.00% |
ITUB Itaú Unibanco Holding S.A. | 7.72% | 11.26% | 9.20% | 3.61% | 4.21% | 29.81% | 4.80% | 8.21% | 6.93% | 3.35% | 15.63% | 3.89% |
Financials
EBKDY vs. ITUB - Financials Comparison
This section allows you to compare key financial metrics between Erste Group Bank AG PK and Itaú Unibanco Holding S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EBKDY vs. ITUB - Profitability Comparison
EBKDY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Erste Group Bank AG PK reported a gross profit of 3.80B and revenue of 6.37B. Therefore, the gross margin over that period was 59.7%.
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported a gross profit of 32.47B and revenue of 94.91B. Therefore, the gross margin over that period was 34.2%.
EBKDY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Erste Group Bank AG PK reported an operating income of 1.56B and revenue of 6.37B, resulting in an operating margin of 24.5%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported an operating income of 12.47B and revenue of 94.91B, resulting in an operating margin of 13.1%.
EBKDY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Erste Group Bank AG PK reported a net income of 892.44M and revenue of 6.37B, resulting in a net margin of 14.0%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Itaú Unibanco Holding S.A. reported a net income of 11.42B and revenue of 94.91B, resulting in a net margin of 12.0%.
Frequently Asked Questions
EBKDY and ITUB have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EBKDY has higher volatility (8.50%) compared to ITUB (7.80%). In terms of maximum drawdown, EBKDY dropped -89.42% vs ITUB's -69.35%.
ITUB currently has the higher Sharpe Ratio (1.69 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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