ITUB vs MNST

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and Monster Beverage Corp (MNST, Company).

ITUB is from the Financial Services sector, while MNST is from the Consumer Defensive sector.

5-Year PerformanceITUB has outperformed MNST, delivering a return of +28.4% compared to +14.2%

ITUB vs MNST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITUB(COMPANY)	MNST(COMPANY)
Market Cap	$94B	$94B
Max Drawdown	74.70%	69.17%
Sharpe Ratio	1.32	1.69
5Y Beta	0.69	0.31
Industry	Banks - Regional	Beverages - Non-alcoholic
P/E Ratio	11.23	46.02
Forward P/E	10.25	42.02
PEG Ratio	1.39	1.34
Dividend Yield	40.00%	N/A
5Y Dividends CAGR	49.15%	N/A
5Y EPS CAGR	13.71%	8.71%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	24.69%	2.21%
P/S Ratio	0.68	10.41
P/B Ratio	2.29	10.72

Market Cap

Winner

ITUB

$94B

MNST

$94B

Max Drawdown

ITUB

74.70%

Winner

MNST

69.17%

Sharpe Ratio

ITUB

1.32

Winner

MNST

1.69

5Y Beta

ITUB

0.69

Winner

MNST

0.31

Industry

ITUB

Banks - Regional

MNST

Beverages - Non-alcoholic

P/E Ratio

Winner

ITUB

11.23

MNST

46.02

Forward P/E

Winner

ITUB

10.25

MNST

42.02

PEG Ratio

ITUB

1.39

Winner

MNST

1.34

Dividend Yield

ITUB

40.00%

MNST

N/A

5Y Dividends CAGR

ITUB

49.15%

MNST

N/A

5Y EPS CAGR

Winner

ITUB

13.71%

MNST

8.71%

Debt to Equity

ITUB

0.00%

MNST

0.00%

Free Cash Flow Yield

Winner

ITUB

24.69%

MNST

2.21%

P/S Ratio

Winner

ITUB

0.68

MNST

10.41

P/B Ratio

Winner

ITUB

2.29

MNST

10.72

ITUB vs MNST - Historical Returns

Returns include dividend reinvestment.

Period	ITUB	MNST
1 month	+5.21%	-0.14%
3 months	-4.24%	+20.63%
6 months	+2.77%	+14.10%
1 year	+45.72%	+58.07%
5 years(CAGR)	+28.44%	+14.21%
10 years(CAGR)	+15.90%	+13.33%
Max(CAGR)	+15.04%	+33.40%

Winner

ITUB

+5.21%

MNST

-0.14%

ITUB

-4.24%

Winner

MNST

+20.63%

ITUB

+2.77%

Winner

MNST

+14.10%

ITUB

+45.72%

Winner

MNST

+58.07%

5Y(CAGR)

Winner

ITUB

+28.44%

MNST

+14.21%

10Y(CAGR)

Winner

ITUB

+15.90%

MNST

+13.33%

Max(CAGR)

ITUB

+15.04%

Winner

MNST

+33.40%

ITUB vs MNST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ITUB	MNST
2026	+17.89%	+22.85%
2025	+86.05%	+46.57%
2024	-21.94%	-10.29%
2023	+67.63%	+13.72%
2022	+29.71%	+5.17%
2021	-2.56%	+6.00%
2020	-32.18%	+45.18%
2019	+1.95%	+30.33%
2018	+8.21%	-21.51%
2017	+25.69%	+38.98%
2016	+111.60%	-7.84%
2015	-41.39%	+37.72%
2014	+11.81%	+62.25%
2013	-0.15%	+24.97%
2012	-10.71%	+14.25%
2011	-22.22%	+72.06%
2010	+3.44%	+33.10%
2009	+84.25%	+10.31%
2008	-39.27%	-22.35%
2007	+44.83%	+30.57%
2006	+47.32%	+62.47%
2005	+62.42%	+329.03%
2004	+58.50%	+340.02%
2003	+107.90%	+97.97%
2002	-40.98%	+3.04%
2001	N/A	+10.08%
2000	N/A	-10.02%
1999	N/A	+6.15%

ITUB vs MNST Drawdown Comparison

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

The maximum drawdown for MNST was -69.17%, occurring on Oct 27, 2008. Recovery took 903 trading sessions.

The current ITUB drawdown is -11.01%. The current MNST drawdown is -6.38%.

Rank	ITUB	MNST
#1	-69.35% May 30, 2008 - Dec 2, 2009	-69.17% Oct 18, 2007 - May 19, 2011
#2	-66.01% Sep 2, 2014 - Feb 8, 2017	-51.54% Jul 5, 2006 - Sep 21, 2007
#3	-65.93% Apr 10, 2002 - Oct 28, 2003	-50.41% Sep 20, 2000 - Aug 14, 2003
#4	-61.98% Feb 4, 2019 - Jun 15, 2023	-47.81% Jun 18, 2012 - Aug 15, 2014
#5	-47.93% Nov 4, 2010 - Aug 27, 2014	-33.43% Jun 18, 2004 - Sep 2, 2004
#6	-39.32% Feb 26, 2018 - Feb 4, 2019	-30.42% Jan 26, 2018 - Feb 5, 2020
#7	-37.02% May 9, 2006 - Dec 27, 2006	-27.60% Feb 20, 2020 - May 27, 2020
#8	-34.31% Jan 13, 2004 - Sep 16, 2004	-26.62% Aug 10, 2021 - Jul 28, 2022
#9	-28.93% Jul 23, 2007 - Oct 1, 2007	-26.35% Nov 29, 1999 - Aug 10, 2000
#10	-28.22% Dec 7, 2007 - Apr 30, 2008	-26.04% Mar 13, 2024 - May 5, 2025
#11	-28.20% Feb 27, 2024 - Apr 23, 2025	-25.70% Dec 1, 2015 - Jun 21, 2016
#12	-27.12% Jan 5, 2010 - Sep 29, 2010	-25.42% May 10, 2006 - Jul 5, 2006
#13	-23.21% Feb 15, 2017 - Sep 6, 2017	-24.60% Jul 19, 2005 - Nov 2, 2005
#14	-21.56% Feb 11, 2026 - Jun 8, 2026	-24.56% Aug 5, 2016 - Aug 16, 2017
#15	-21.00% Oct 31, 2007 - Dec 7, 2007	-23.49% Mar 10, 2004 - Apr 1, 2004