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ITUB vs MMC

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and Marsh & McLennan Cos. Inc (MMC, Company).

Both ITUB and MMC are from the Financial Services sector.

5-Year PerformanceITUB has outperformed MMC, delivering a return of +27.5% compared to +11.6%

ITUB vs MMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ITUB
$88B
MMC
$88B
Max Drawdown
ITUB
74.70%
Winner
MMC
73.70%
Sharpe Ratio
Winner
ITUB
0.92
MMC
-0.64
5Y Beta
ITUB
0.69
Winner
MMC
0.33
Industry
ITUB
Banks - Regional
MMC
Insurance Brokers
P/E Ratio
Winner
ITUB
10.53
MMC
19.94
Forward P/E
Winner
ITUB
7.97
MMC
17.32
PEG Ratio
Winner
ITUB
1.39
MMC
1.56
Dividend Yield
Winner
ITUB
42.60%
MMC
1.88%
5Y Dividends CAGR
Winner
ITUB
50.79%
MMC
18.33%
5Y EPS CAGR
ITUB
13.60%
Winner
MMC
20.11%
Debt to Equity
Winner
ITUB
0.00%
MMC
132.06%
Free Cash Flow Yield
Winner
ITUB
26.45%
MMC
5.60%

ITUB vs MMC - Historical Returns

Returns include dividend reinvestment.

1M
ITUB
-11.90%
Winner
MMC
-1.88%
3M
ITUB
-14.99%
Winner
MMC
-11.03%
6M
Winner
ITUB
+19.48%
MMC
-13.70%
1Y
Winner
ITUB
+35.49%
MMC
-12.24%
5Y(CAGR)
Winner
ITUB
+27.46%
MMC
+11.63%
10Y(CAGR)
Winner
ITUB
+17.73%
MMC
+15.27%
Max(CAGR)
Winner
ITUB
+14.91%
MMC
+8.50%

ITUB vs MMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearITUBMMC
2026+11.91%+0.13%
2025+86.05%-10.82%
2024-21.94%+13.32%
2023+67.63%+15.80%
2022+29.71%+0.36%
2021-2.56%+55.45%
2020-32.18%+6.23%
2019+1.95%+43.61%
2018+8.21%+1.10%
2017+25.69%+22.21%
2016+111.60%+27.11%
2015-41.39%-0.59%
2014+11.81%+22.56%
2013-0.15%+39.55%
2012-10.71%+11.34%
2011-22.22%+18.61%
2010+3.44%+29.45%
2009+84.25%-7.96%
2008-39.27%-7.32%
2007+44.83%-13.10%
2006+47.32%-1.53%
2005+62.42%-1.20%
2004+58.50%-29.98%
2003+107.90%+3.15%
2002-40.98%-11.41%
2001N/A-3.28%
2000N/A+26.01%
1999N/A+24.06%

ITUB vs MMC Drawdown Comparison

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

The maximum drawdown for MMC was -67.50%, occurring on Mar 2, 2009. Recovery took 3298 trading sessions.

The current ITUB drawdown is -15.53%. The current MMC drawdown is -24.54%.

RankITUBMMC
#1-69.35%
May 30, 2008 - Dec 2, 2009
-67.50%
Oct 5, 2000 - Nov 15, 2013
#2-66.01%
Sep 2, 2014 - Feb 8, 2017
-35.80%
Feb 18, 2020 - Aug 5, 2020
#3-65.93%
Apr 10, 2002 - Oct 28, 2003
-29.74%
Jan 14, 2000 - Mar 31, 2000
#4-61.98%
Feb 4, 2019 - Jun 15, 2023
-27.07%
Apr 3, 2025 - Nov 6, 2025
#5-47.93%
Nov 4, 2010 - Aug 27, 2014
-19.23%
Apr 21, 2022 - Apr 20, 2023
#6-39.32%
Feb 26, 2018 - Feb 4, 2019
-16.41%
Mar 31, 2000 - May 30, 2000
#7-37.02%
May 9, 2006 - Dec 27, 2006
-15.24%
Dec 3, 2018 - Feb 1, 2019
#8-34.31%
Jan 13, 2004 - Sep 16, 2004
-14.99%
Dec 27, 2021 - Apr 7, 2022
#9-28.93%
Jul 23, 2007 - Oct 1, 2007
-13.40%
Jun 18, 2015 - Mar 14, 2016
#10-28.22%
Dec 7, 2007 - Apr 30, 2008
-13.07%
Sep 2, 2020 - Dec 17, 2020
#11-28.20%
Feb 27, 2024 - Apr 23, 2025
-11.58%
Jul 18, 2018 - Nov 8, 2018
#12-27.12%
Jan 5, 2010 - Sep 29, 2010
-10.62%
Nov 27, 2024 - Feb 24, 2025
#13-23.21%
Feb 15, 2017 - Sep 6, 2017
-9.87%
May 31, 2000 - Jul 20, 2000
#14-21.00%
Oct 31, 2007 - Dec 7, 2007
-9.34%
Dec 17, 2020 - Feb 22, 2021
#15-18.96%
Feb 11, 2026 - May 19, 2026
-8.95%
Dec 23, 1999 - Jan 11, 2000

Correlation

Correlation between ITUB and MMC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2000 - 2026)

ITUB vs MMC dividend yield comparison.

YearITUBMMC
20261.10%0.00%
202511.26%1.85%
20249.19%1.44%
20233.62%1.37%
20224.20%1.36%
202129.80%1.15%
20204.80%1.57%
20198.21%1.56%
20186.93%1.98%
20173.35%1.76%
201615.62%1.92%
20153.89%2.13%
201413.85%1.85%
201314.60%1.99%
20123.08%2.61%
20113.50%2.72%
20101.86%2.96%
20091.21%3.62%
20086.06%3.30%
20071.99%2.87%
20061.80%2.22%
20052.05%2.14%
20042.17%3.01%
20031.74%3.11%
20025.27%2.36%
20010.00%1.92%
20000.00%1.62%

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