ITUB vs. BSBR
Compare and contrast key facts about Itaú Unibanco Holding S.A. (ITUB) and Banco Santander (Brasil) S.A. (BSBR).
Performance
ITUB vs. BSBR - Performance Comparison
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ITUB vs. BSBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 18.24% | 86.06% | -23.49% | 54.53% | 30.82% | -6.05% | -30.47% | 8.46% | 12.68% | 30.90% |
BSBR Banco Santander (Brasil) S.A. | -0.97% | 67.32% | -36.75% | 29.04% | 7.57% | -30.10% | -23.66% | 13.87% | 23.24% | 11.80% |
Fundamentals
ITUB:
$3.90
BSBR:
$2.55
ITUB:
2.15
BSBR:
2.33
ITUB:
0.21
BSBR:
0.18
ITUB:
0.29
BSBR:
0.19
ITUB:
$333.12B
BSBR:
$157.86B
ITUB:
$98.22B
BSBR:
$43.47B
ITUB:
$52.41B
BSBR:
$18.48B
Returns By Period
In the year-to-date period, ITUB achieves a 18.24% return, which is significantly higher than BSBR's -0.97% return. Over the past 10 years, ITUB has outperformed BSBR with an annualized return of 17.98%, while BSBR has yielded a comparatively lower 8.55% annualized return.
ITUB
- 1D
- 6.48%
- 1M
- -6.56%
- YTD
- 18.24%
- 6M
- 25.99%
- 1Y
- 71.86%
- 3Y*
- 35.41%
- 5Y*
- 32.17%
- 10Y*
- 17.98%
BSBR
- 1D
- 5.14%
- 1M
- -8.91%
- YTD
- -0.97%
- 6M
- 10.26%
- 1Y
- 35.43%
- 3Y*
- 10.57%
- 5Y*
- 5.20%
- 10Y*
- 8.55%
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Return for Risk
ITUB vs. BSBR — Risk / Return Rank
ITUB
BSBR
ITUB vs. BSBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) and Banco Santander (Brasil) S.A. (BSBR). 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.
| ITUB | BSBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 1.06 | +1.28 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.56 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.19 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.95 | 1.48 | +2.48 |
Martin ratioReturn relative to average drawdown | 12.57 | 4.42 | +8.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ITUB | BSBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 1.06 | +1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.15 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.21 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.06 | +0.29 |
Correlation
The correlation between ITUB and BSBR is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ITUB vs. BSBR - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 7.59%, more than BSBR's 6.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 7.59% | 11.26% | 9.20% | 3.61% | 4.21% | 29.81% | 4.80% | 8.21% | 6.93% | 3.35% | 15.63% | 3.89% |
BSBR Banco Santander (Brasil) S.A. | 6.62% | 5.38% | 7.86% | 5.09% | 8.09% | 9.57% | 7.56% | 4.41% | 6.07% | 2.52% | 2.27% | 6.91% |
Drawdowns
ITUB vs. BSBR - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.35%, roughly equal to the maximum BSBR drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for ITUB and BSBR.
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Drawdown Indicators
| ITUB | BSBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.35% | -69.38% | +0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -18.02% | -23.06% | +5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -31.59% | -45.26% | +13.67% |
Max Drawdown (10Y)Largest decline over 10 years | -61.96% | -69.38% | +7.42% |
Current DrawdownCurrent decline from peak | -11.61% | -30.05% | +18.44% |
Average DrawdownAverage peak-to-trough decline | -21.09% | -36.24% | +15.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 7.69% | -2.02% |
Volatility
ITUB vs. BSBR - Volatility Comparison
Itaú Unibanco Holding S.A. (ITUB) and Banco Santander (Brasil) S.A. (BSBR) have volatilities of 13.74% and 13.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITUB | BSBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.74% | 13.34% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 23.77% | 25.88% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.87% | 33.72% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.99% | 34.61% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.85% | 41.29% | -2.44% |
Financials
ITUB vs. BSBR - Financials Comparison
This section allows you to compare key financial metrics between Itaú Unibanco Holding S.A. and Banco Santander (Brasil) 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
ITUB vs. BSBR - Profitability Comparison
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported a gross profit of 0.00 and revenue of 100.37B. Therefore, the gross margin over that period was 0.0%.
BSBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Banco Santander (Brasil) S.A. reported a gross profit of 12.23B and revenue of 42.47B. Therefore, the gross margin over that period was 28.8%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported an operating income of 10.61B and revenue of 100.37B, resulting in an operating margin of 10.6%.
BSBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Banco Santander (Brasil) S.A. reported an operating income of 5.04B and revenue of 42.47B, resulting in an operating margin of 11.9%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported a net income of 12.09B and revenue of 100.37B, resulting in a net margin of 12.0%.
BSBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Banco Santander (Brasil) S.A. reported a net income of 3.90B and revenue of 42.47B, resulting in a net margin of 9.2%.