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ITUB vs CSX

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and CSX Corp (CSX, Company).

ITUB is from the Financial Services sector, while CSX is from the Industrials sector.

5-Year PerformanceITUB has outperformed CSX, delivering a return of +24.0% compared to +8.3%

ITUB vs CSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ITUB
$88B
CSX
$88B
Max Drawdown
ITUB
74.70%
Winner
CSX
69.74%
Sharpe Ratio
ITUB
1.00
Winner
CSX
1.71
5Y Beta
Winner
ITUB
0.69
CSX
0.71
Industry
ITUB
Banks - Regional
CSX
Railroads
P/E Ratio
Winner
ITUB
10.55
CSX
29.61
Forward P/E
Winner
ITUB
9.24
CSX
23.92
PEG Ratio
Winner
ITUB
1.40
CSX
2.13
Dividend Yield
Winner
ITUB
42.60%
CSX
1.17%
5Y Dividends CAGR
Winner
ITUB
50.88%
CSX
13.23%
5Y EPS CAGR
Winner
ITUB
13.60%
CSX
2.74%
Debt to Equity
ITUB
0.00%
CSX
0.00%
Free Cash Flow Yield
Winner
ITUB
26.40%
CSX
2.17%
P/S Ratio
Winner
ITUB
0.64
CSX
6.19
P/B Ratio
Winner
ITUB
2.10
CSX
6.38

ITUB vs CSX - Historical Returns

Returns include dividend reinvestment.

1M
ITUB
-8.78%
Winner
CSX
+2.65%
3M
ITUB
-10.44%
Winner
CSX
+7.21%
6M
ITUB
+9.69%
Winner
CSX
+32.78%
1Y
ITUB
+35.27%
Winner
CSX
+49.78%
5Y(CAGR)
Winner
ITUB
+23.99%
CSX
+8.26%
10Y(CAGR)
ITUB
+17.84%
Winner
CSX
+19.68%
Max(CAGR)
Winner
ITUB
+14.80%
CSX
+14.06%

ITUB vs CSX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearITUBCSX
2026+9.88%+28.02%
2025+86.05%+14.52%
2024-21.94%-5.52%
2023+67.63%+13.87%
2022+29.71%-15.42%
2021-2.56%+29.65%
2020-32.18%+25.67%
2019+1.95%+18.38%
2018+8.21%+11.77%
2017+25.69%+55.60%
2016+111.60%+42.96%
2015-41.39%-25.98%
2014+11.81%+30.88%
2013-0.15%+46.08%
2012-10.71%-8.19%
2011-22.22%-2.15%
2010+3.44%+34.75%
2009+84.25%+43.72%
2008-39.27%-24.15%
2007+44.83%+28.26%
2006+47.32%+39.29%
2005+62.42%+28.76%
2004+58.50%+13.11%
2003+107.90%+23.82%
2002-40.98%-19.37%
2001N/A+39.56%
2000N/A-11.79%
1999N/A-21.68%

ITUB vs CSX Drawdown Comparison

The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.

The maximum drawdown for CSX was -69.19%, occurring on Mar 9, 2009. Recovery took 654 trading sessions.

The current ITUB drawdown is -17.06%. The current CSX drawdown is -1.82%.

RankITUBCSX
#1-69.35%
May 30, 2008 - Dec 2, 2009
-69.19%
May 30, 2008 - Jan 3, 2011
#2-66.01%
Sep 2, 2014 - Feb 8, 2017
-50.74%
Nov 15, 1999 - May 16, 2001
#3-65.93%
Apr 10, 2002 - Oct 28, 2003
-40.73%
Nov 26, 2014 - Dec 1, 2016
#4-61.98%
Feb 4, 2019 - Jun 15, 2023
-40.54%
Feb 20, 2020 - Sep 15, 2020
#5-47.93%
Nov 4, 2010 - Aug 27, 2014
-37.43%
Mar 7, 2002 - Dec 21, 2004
#6-39.32%
Feb 26, 2018 - Feb 4, 2019
-33.92%
Aug 3, 2001 - Mar 4, 2002
#7-37.02%
May 9, 2006 - Dec 27, 2006
-31.54%
Jul 7, 2011 - May 15, 2013
#8-34.31%
Jan 13, 2004 - Sep 16, 2004
-29.45%
Mar 4, 2024 - Dec 12, 2025
#9-28.93%
Jul 23, 2007 - Oct 1, 2007
-29.43%
Mar 30, 2022 - Feb 6, 2024
#10-28.22%
Dec 7, 2007 - Apr 30, 2008
-25.38%
Jul 19, 2007 - Feb 25, 2008
#11-28.20%
Feb 27, 2024 - Apr 23, 2025
-21.70%
Aug 27, 2018 - Mar 29, 2019
#12-27.12%
Jan 5, 2010 - Sep 29, 2010
-20.89%
May 5, 2006 - Oct 25, 2006
#13-23.21%
Feb 15, 2017 - Sep 6, 2017
-19.75%
May 3, 2019 - Feb 13, 2020
#14-21.00%
Oct 31, 2007 - Dec 7, 2007
-17.64%
May 17, 2001 - Jul 26, 2001
#15-18.96%
Feb 11, 2026 - May 19, 2026
-15.45%
Feb 14, 2007 - Apr 12, 2007

Correlation

Correlation between ITUB and CSX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

ITUB vs CSX dividend yield comparison.

YearITUBCSX
20261.12%0.61%
202511.26%1.43%
20249.19%1.49%
20233.62%1.27%
20224.20%1.29%
202129.80%0.99%
20204.80%1.15%
20198.21%1.33%
20186.93%1.42%
20173.35%1.42%
201615.62%2.00%
20153.89%2.70%
201413.85%1.74%
201314.60%2.05%
20123.08%2.74%
20113.50%1.74%
20101.86%1.52%
20091.21%1.81%
20086.06%2.37%
20071.99%1.23%
20061.80%0.96%
20052.05%0.85%
20042.17%1.01%
20031.74%1.12%
20025.27%1.42%
20010.00%2.29%
20000.00%4.64%
19990.00%0.96%

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