WEGZY vs. ITUB
WEGZY (WEG SA ADR) and ITUB (Itaú Unibanco Holding S.A.) are both stocks. WEGZY operates in Specialty Industrial Machinery (Industrials), while ITUB operates in Banks - Regional (Financial Services). Over the past 10 years, WEGZY returned 21.77%/yr vs 17.67%/yr for ITUB. At a 0.16 correlation, their price movements are largely independent.
Performance
WEGZY vs. ITUB - Performance Comparison
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Returns By Period
In the year-to-date period, WEGZY achieves a -6.66% return, which is significantly lower than ITUB's 11.04% return. Over the past 10 years, WEGZY has outperformed ITUB with an annualized return of 21.77%, while ITUB has yielded a comparatively lower 17.67% annualized return.
WEGZY
- 1D
- -1.63%
- 1M
- -11.83%
- YTD
- -6.66%
- 6M
- -0.36%
- 1Y
- 18.34%
- 3Y*
- 6.28%
- 5Y*
- 6.99%
- 10Y*
- 21.77%
ITUB
- 1D
- 0.94%
- 1M
- -8.74%
- YTD
- 11.04%
- 6M
- 9.93%
- 1Y
- 35.59%
- 3Y*
- 27.95%
- 5Y*
- 24.01%
- 10Y*
- 17.67%
WEGZY vs. ITUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEGZY WEG SA ADR | -6.66% | 0.76% | 23.23% | 7.90% | 26.59% | -19.95% | 63.94% | 117.38% | -23.15% | 71.26% |
ITUB Itaú Unibanco Holding S.A. | 11.04% | 86.06% | -23.49% | 54.53% | 30.82% | -6.05% | -30.47% | 8.46% | 12.68% | 30.90% |
Correlation
The correlation between WEGZY and ITUB is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2010 | 0.16 |
Over the past year, WEGZY and ITUB have become more correlated (0.39) than their long-term average of 0.16, meaning their price movements have been converging.
Fundamentals
WEGZY:
$35.34B
ITUB:
$87.39B
WEGZY:
$1.50
ITUB:
$4.00
WEGZY:
5.60
ITUB:
1.97
WEGZY:
0.36
ITUB:
0.20
WEGZY:
0.88
ITUB:
0.23
WEGZY:
1.99
ITUB:
0.40
WEGZY:
$40.35B
ITUB:
$384.43B
WEGZY:
$12.94B
ITUB:
$131.20B
WEGZY:
$9.78B
ITUB:
$54.38B
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Return for Risk
WEGZY vs. ITUB — Risk / Return Rank
WEGZY
ITUB
WEGZY vs. ITUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEG SA ADR (WEGZY) 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.
| WEGZY | ITUB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.17 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.70 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.83 | -1.02 |
Martin ratioReturn relative to average drawdown | 1.69 | 4.68 | -2.99 |
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
| WEGZY | ITUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.17 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.71 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.46 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.33 | -0.26 |
Drawdowns
WEGZY vs. ITUB - Drawdown Comparison
The maximum WEGZY drawdown since its inception was -76.45%, which is greater than ITUB's maximum drawdown of -69.35%. Use the drawdown chart below to compare losses from any high point for WEGZY and ITUB.
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Drawdown Indicators
| WEGZY | ITUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.45% | -69.35% | -7.10% |
Max Drawdown (1Y)Largest decline over 1 year | -21.78% | -18.93% | -2.85% |
Max Drawdown (3Y)Largest decline over 3 years | -35.65% | -28.17% | -7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | -31.59% | -10.95% |
Max Drawdown (10Y)Largest decline over 10 years | -63.53% | -61.96% | -1.57% |
Current DrawdownCurrent decline from peak | -21.21% | -16.99% | -4.22% |
Average DrawdownAverage peak-to-trough decline | -31.35% | -21.02% | -10.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.40% | 7.38% | +3.02% |
Volatility
WEGZY vs. ITUB - Volatility Comparison
WEG SA ADR (WEGZY) has a higher volatility of 14.24% compared to Itaú Unibanco Holding S.A. (ITUB) at 9.45%. This indicates that WEGZY'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
| WEGZY | ITUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.24% | 9.45% | +4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 32.77% | 25.52% | +7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.02% | 30.63% | +11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.37% | 33.89% | +11.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 81.08% | 38.49% | +42.59% |
Dividends
WEGZY vs. ITUB - Dividend Comparison
WEGZY's dividend yield for the trailing twelve months is around 2.93%, less than ITUB's 8.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 8.11% | 11.26% | 9.20% | 3.61% | 4.21% | 29.81% | 4.80% | 8.21% | 6.93% | 3.35% | 15.63% | 3.89% |
WEGZY WEG SA ADR | 2.93% | 3.26% | 1.54% | 1.60% | 1.37% | 1.35% | 0.55% | 0.89% | 1.28% | 1.37% | 2.89% | 1.19% |
Financials
WEGZY vs. ITUB - Financials Comparison
This section allows you to compare key financial metrics between WEG SA ADR 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
WEGZY vs. ITUB - Profitability Comparison
WEGZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, WEG SA ADR reported a gross profit of 3.00B and revenue of 9.47B. Therefore, the gross margin over that period was 31.6%.
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
WEGZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, WEG SA ADR reported an operating income of 1.75B and revenue of 9.47B, resulting in an operating margin of 18.5%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
WEGZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, WEG SA ADR reported a net income of 1.46B and revenue of 9.47B, resulting in a net margin of 15.4%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
WEGZY and ITUB have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WEGZY has higher volatility (14.24%) compared to ITUB (9.45%). In terms of maximum drawdown, WEGZY dropped -76.45% vs ITUB's -69.35%.
ITUB currently has the higher Sharpe Ratio (1.17 vs 0.44), 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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