ITUB vs. JEF
Compare and contrast key facts about Itaú Unibanco Holding S.A. (ITUB) and Jefferies Financial Group Inc. (JEF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITUB or JEF.
Correlation
The correlation between ITUB and JEF is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ITUB vs. JEF - Performance Comparison
Key characteristics
ITUB:
-0.20
JEF:
2.85
ITUB:
-0.10
JEF:
3.38
ITUB:
0.99
JEF:
1.49
ITUB:
-0.20
JEF:
6.13
ITUB:
-0.43
JEF:
18.13
ITUB:
12.88%
JEF:
4.54%
ITUB:
27.25%
JEF:
29.00%
ITUB:
-69.31%
JEF:
-80.74%
ITUB:
-10.82%
JEF:
-11.51%
Fundamentals
ITUB:
$56.53B
JEF:
$14.73B
ITUB:
$0.73
JEF:
$2.96
ITUB:
8.27
JEF:
24.15
ITUB:
$156.29B
JEF:
$10.68B
ITUB:
$204.34B
JEF:
$8.04B
ITUB:
$10.50B
JEF:
$4.64B
Returns By Period
In the year-to-date period, ITUB achieves a 21.91% return, which is significantly higher than JEF's -7.73% return. Over the past 10 years, ITUB has underperformed JEF with an annualized return of 5.90%, while JEF has yielded a comparatively higher 16.88% annualized return.
ITUB
21.91%
13.59%
-9.77%
-6.73%
3.81%
5.90%
JEF
-7.73%
-4.50%
27.26%
78.97%
32.51%
16.88%
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Risk-Adjusted Performance
ITUB vs. JEF — Risk-Adjusted Performance Rank
ITUB
JEF
ITUB vs. JEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) and Jefferies Financial Group Inc. (JEF). 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.
Dividends
ITUB vs. JEF - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 7.66%, more than JEF's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 7.66% | 9.29% | 3.63% | 4.10% | 3.96% | 4.85% | 8.05% | 6.84% | 3.68% | 4.67% | 8.23% | 3.51% |
JEF Jefferies Financial Group Inc. | 1.95% | 1.66% | 7.42% | 3.67% | 2.43% | 1.80% | 2.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ITUB vs. JEF - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.31%, smaller than the maximum JEF drawdown of -80.74%. Use the drawdown chart below to compare losses from any high point for ITUB and JEF. For additional features, visit the drawdowns tool.
Volatility
ITUB vs. JEF - Volatility Comparison
The current volatility for Itaú Unibanco Holding S.A. (ITUB) is 7.05%, while Jefferies Financial Group Inc. (JEF) has a volatility of 7.58%. This indicates that ITUB experiences smaller price fluctuations and is considered to be less risky than JEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ITUB vs. JEF - Financials Comparison
This section allows you to compare key financial metrics between Itaú Unibanco Holding S.A. and Jefferies Financial Group Inc.. 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