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ITUB vs ELV

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and Elevance Health Inc (ELV, Company).

ITUB is from the Financial Services sector, while ELV is from the Healthcare sector.

5-Year PerformanceITUB has outperformed ELV, delivering a return of +28.1% compared to +2.6%

ITUB vs ELV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ITUB
$91B
ELV
$90B
Max Drawdown
ITUB
74.70%
Winner
ELV
67.19%
Sharpe Ratio
Winner
ITUB
1.00
ELV
0.29
5Y Beta
ITUB
0.67
Winner
ELV
0.24
Industry
ITUB
Banks - Regional
ELV
Healthcare Plans
P/E Ratio
Winner
ITUB
10.76
ELV
17.56
Forward P/E
Winner
ITUB
9.91
ELV
15.55
PEG Ratio
Winner
ITUB
1.33
ELV
1.52
Dividend Yield
Winner
ITUB
41.10%
ELV
1.77%
5Y Dividends CAGR
Winner
ITUB
49.07%
ELV
15.55%
5Y EPS CAGR
Winner
ITUB
13.71%
ELV
3.82%
Debt to Equity
Winner
ITUB
0.00%
ELV
70.88%
Free Cash Flow Yield
Winner
ITUB
25.75%
ELV
7.13%
P/S Ratio
ITUB
0.65
Winner
ELV
0.45
P/B Ratio
ITUB
2.21
Winner
ELV
2.06

ITUB vs ELV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITUB
+11.19%
ELV
-1.35%
3M
ITUB
-0.47%
Winner
ELV
+35.45%
6M
Winner
ITUB
+13.74%
ELV
+11.05%
1Y
Winner
ITUB
+36.67%
ELV
+20.17%
5Y(CAGR)
Winner
ITUB
+28.07%
ELV
+2.63%
10Y(CAGR)
Winner
ITUB
+17.32%
ELV
+13.51%
Max(CAGR)
Winner
ITUB
+15.05%
ELV
+13.97%

ITUB vs ELV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearITUBELV
2026+17.25%+16.41%
2025+86.05%-2.31%
2024-21.94%-21.92%
2023+67.63%-4.90%
2022+29.71%+11.51%
2021-2.56%+47.28%
2020-32.18%+8.14%
2019+1.95%+19.80%
2018+8.21%+17.59%
2017+25.69%+59.32%
2016+111.60%+5.29%
2015-41.39%+13.06%
2014+11.81%+40.89%
2013-0.15%+54.62%
2012-10.71%-8.20%
2011-22.22%+15.99%
2010+3.44%-4.84%
2009+84.25%+32.93%
2008-39.27%-51.57%
2007+44.83%+12.20%
2006+47.32%-0.84%
2005+62.42%+41.85%
2004+58.50%+50.76%
2003+107.90%+18.39%
2002-40.98%+28.89%
2001N/A+21.03%

ITUB vs ELV Drawdown Comparison

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

The maximum drawdown for ELV was -67.19%, occurring on Nov 20, 2008. Recovery took 1400 trading sessions.

The current ITUB drawdown is -11.49%. The current ELV drawdown is -24.69%.

RankITUBELV
#1-69.35%
May 30, 2008 - Dec 2, 2009
-67.19%
Dec 24, 2007 - Jul 18, 2013
#2-66.01%
Sep 2, 2014 - Feb 8, 2017
-50.38%
Sep 3, 2024 - Aug 1, 2025
#3-65.93%
Apr 10, 2002 - Oct 28, 2003
-44.14%
Feb 26, 2019 - Oct 23, 2020
#4-61.98%
Feb 4, 2019 - Jun 15, 2023
-30.85%
Jun 22, 2015 - Mar 1, 2017
#5-47.93%
Nov 4, 2010 - Aug 27, 2014
-27.33%
Jun 12, 2002 - May 20, 2003
#6-39.32%
Feb 26, 2018 - Feb 4, 2019
-23.59%
Oct 31, 2022 - Apr 25, 2024
#7-37.02%
May 9, 2006 - Dec 27, 2006
-23.04%
Apr 12, 2004 - Nov 15, 2004
#8-34.31%
Jan 13, 2004 - Sep 16, 2004
-20.50%
Jun 18, 2003 - Feb 2, 2004
#9-28.93%
Jul 23, 2007 - Oct 1, 2007
-16.21%
Jan 26, 2018 - Aug 2, 2018
#10-28.22%
Dec 7, 2007 - Apr 30, 2008
-15.93%
Dec 3, 2018 - Jan 30, 2019
#11-28.20%
Feb 27, 2024 - Apr 23, 2025
-15.92%
Apr 20, 2022 - Oct 26, 2022
#12-27.12%
Jan 5, 2010 - Sep 29, 2010
-15.63%
Dec 29, 2005 - Feb 6, 2007
#13-23.21%
Feb 15, 2017 - Sep 6, 2017
-15.08%
Jan 11, 2021 - Mar 8, 2021
#14-21.56%
Feb 11, 2026 - Jun 8, 2026
-12.48%
May 18, 2007 - Dec 6, 2007
#15-21.00%
Oct 31, 2007 - Dec 7, 2007
-12.22%
Oct 23, 2020 - Nov 4, 2020

Correlation

Correlation between ITUB and ELV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2002 - 2026)

ITUB vs ELV dividend yield comparison.

YearITUBELV
20262.00%0.84%
202511.26%1.95%
20249.19%1.77%
20233.62%1.26%
20224.20%1.00%
202129.81%0.98%
20204.80%1.18%
20198.21%1.06%
20186.93%1.14%
20173.35%1.20%
201615.62%1.81%
20153.89%1.79%
201413.85%1.39%
201314.60%1.62%
20123.08%1.89%
20113.50%1.51%
20101.86%0.00%
20091.21%0.00%
20086.06%0.00%
20071.99%0.00%
20061.80%0.00%
20052.05%0.00%
20042.17%0.00%
20031.74%0.00%
20025.27%0.00%

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