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ITUB vs EMR

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and Emerson Electric Company (EMR, Company).

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

5-Year PerformanceITUB has outperformed EMR, delivering a return of +26.5% compared to +11.3%

ITUB vs EMR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ITUB
$91B
EMR
$91B
Max Drawdown
ITUB
74.70%
Winner
EMR
57.36%
Sharpe Ratio
Winner
ITUB
1.17
EMR
0.44
5Y Beta
Winner
ITUB
0.69
EMR
1.32
Industry
ITUB
Banks - Regional
EMR
Specialty Industrial Machinery
P/E Ratio
Winner
ITUB
10.86
EMR
35.32
Forward P/E
Winner
ITUB
9.78
EMR
22.17
PEG Ratio
Winner
ITUB
1.34
EMR
2.21
Dividend Yield
Winner
ITUB
41.00%
EMR
0.33%
5Y Dividends CAGR
Winner
ITUB
49.14%
EMR
6.18%
5Y EPS CAGR
Winner
ITUB
13.71%
EMR
3.17%
Debt to Equity
Winner
ITUB
0.00%
EMR
64.35%
Free Cash Flow Yield
Winner
ITUB
25.53%
EMR
3.82%
P/S Ratio
Winner
ITUB
0.63
EMR
4.86
P/B Ratio
Winner
ITUB
2.19
EMR
4.37

ITUB vs EMR - Historical Returns

Returns include dividend reinvestment.

1M
ITUB
-1.29%
Winner
EMR
+10.84%
3M
ITUB
-2.19%
Winner
EMR
+6.47%
6M
ITUB
-7.16%
Winner
EMR
+0.49%
1Y
Winner
ITUB
+38.45%
EMR
+19.08%
5Y(CAGR)
Winner
ITUB
+26.48%
EMR
+11.34%
10Y(CAGR)
Winner
ITUB
+15.01%
EMR
+14.11%
Max(CAGR)
Winner
ITUB
+14.92%
EMR
+9.35%

ITUB vs EMR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearITUBEMR
2026+15.53%+16.44%
2025+86.05%+10.49%
2024-21.94%+31.71%
2023+67.63%+3.71%
2022+29.71%+7.14%
2021-2.56%+21.75%
2020-32.18%+6.89%
2019+1.95%+31.56%
2018+8.21%-13.21%
2017+25.69%+26.32%
2016+111.60%+22.36%
2015-41.39%-19.81%
2014+11.81%-8.48%
2013-0.15%+32.05%
2012-10.71%+14.62%
2011-22.22%-16.31%
2010+3.44%+35.49%
2009+84.25%+16.48%
2008-39.27%-31.79%
2007+44.83%+32.11%
2006+47.32%+19.98%
2005+62.42%+11.45%
2004+58.50%+10.97%
2003+107.90%+27.23%
2002-40.98%-8.07%
2001N/A-23.25%
2000N/A+40.28%
1999N/A-2.04%

ITUB vs EMR Drawdown Comparison

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

The maximum drawdown for EMR was -56.11%, occurring on Mar 9, 2009. Recovery took 600 trading sessions.

The current ITUB drawdown is -12.79%. The current EMR drawdown is -3.42%.

RankITUBEMR
#1-69.35%
May 30, 2008 - Dec 2, 2009
-56.11%
Jun 5, 2008 - Oct 21, 2010
#2-66.01%
Sep 2, 2014 - Feb 8, 2017
-50.76%
Jan 16, 2020 - Nov 9, 2020
#3-65.93%
Apr 10, 2002 - Oct 28, 2003
-43.61%
Dec 8, 2000 - Sep 23, 2005
#4-61.98%
Feb 4, 2019 - Jun 15, 2023
-35.94%
Dec 30, 2013 - Feb 13, 2017
#5-47.93%
Nov 4, 2010 - Aug 27, 2014
-33.44%
Jan 7, 2000 - Jun 2, 2000
#6-39.32%
Feb 26, 2018 - Feb 4, 2019
-33.25%
Feb 14, 2011 - Feb 14, 2013
#7-37.02%
May 9, 2006 - Dec 27, 2006
-29.61%
Dec 4, 2024 - Jun 30, 2025
#8-34.31%
Jan 13, 2004 - Sep 16, 2004
-29.30%
Sep 2, 2021 - Feb 7, 2024
#9-28.93%
Jul 23, 2007 - Oct 1, 2007
-28.83%
Oct 3, 2018 - Dec 11, 2019
#10-28.22%
Dec 7, 2007 - Apr 30, 2008
-23.46%
Feb 10, 2026 - Aug 5, 2026
#11-28.20%
Feb 27, 2024 - Apr 23, 2025
-17.90%
Dec 7, 2007 - May 19, 2008
#12-27.12%
Jan 5, 2010 - Sep 29, 2010
-16.98%
Jul 16, 2024 - Nov 6, 2024
#13-23.21%
Feb 15, 2017 - Sep 6, 2017
-16.62%
Jul 25, 2025 - Jan 16, 2026
#14-21.56%
Feb 11, 2026 - Jun 8, 2026
-16.53%
Aug 14, 2000 - Oct 31, 2000
#15-21.00%
Oct 31, 2007 - Dec 7, 2007
-12.49%
May 5, 2006 - Nov 7, 2006

Correlation

Correlation between ITUB and EMR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

ITUB vs EMR dividend yield comparison.

YearITUBEMR
20262.07%0.71%
202511.26%1.61%
20249.19%1.70%
20233.62%2.14%
20224.20%2.15%
202129.81%2.18%
20204.80%2.49%
20198.21%2.58%
20186.93%3.26%
20173.35%2.76%
201615.62%3.42%
20153.89%3.94%
201413.85%2.85%
201314.60%2.37%
20123.08%3.04%
20113.50%3.08%
20101.86%2.36%
20091.21%3.11%
20086.06%3.36%
20071.99%1.92%
20061.80%2.11%
20052.05%2.26%
20042.17%2.30%
20031.74%2.44%
20025.27%3.06%
20010.00%2.69%
20000.00%1.85%
19990.00%0.62%

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