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ITUB vs UPS

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and United Parcel Service Inc - Class B (UPS, Company).

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

5-Year PerformanceITUB has outperformed UPS, delivering a return of +24.0% compared to -8.4%

ITUB vs UPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ITUB
$88B
Winner
UPS
$89B
Max Drawdown
ITUB
74.70%
Winner
UPS
64.42%
Sharpe Ratio
Winner
ITUB
1.00
UPS
0.63
5Y Beta
Winner
ITUB
0.69
UPS
0.72
Industry
ITUB
Banks - Regional
UPS
Integrated Freight & Logistics
P/E Ratio
Winner
ITUB
10.55
UPS
19.09
Forward P/E
Winner
ITUB
9.24
UPS
15.22
PEG Ratio
Winner
ITUB
1.40
UPS
1.65
Dividend Yield
Winner
ITUB
42.60%
UPS
6.15%
5Y Dividends CAGR
Winner
ITUB
50.88%
UPS
15.15%
5Y EPS CAGR
Winner
ITUB
13.60%
UPS
-3.93%
Debt to Equity
Winner
ITUB
0.00%
UPS
4.04%
Free Cash Flow Yield
Winner
ITUB
26.40%
UPS
5.09%
P/S Ratio
Winner
ITUB
0.64
UPS
1.01
P/B Ratio
Winner
ITUB
2.10
UPS
5.63

ITUB vs UPS - Historical Returns

Returns include dividend reinvestment.

1M
ITUB
-8.78%
Winner
UPS
+3.00%
3M
ITUB
-10.44%
Winner
UPS
-3.16%
6M
ITUB
+9.69%
Winner
UPS
+17.57%
1Y
Winner
ITUB
+35.27%
UPS
+19.66%
5Y(CAGR)
Winner
ITUB
+23.99%
UPS
-8.43%
10Y(CAGR)
Winner
ITUB
+17.84%
UPS
+4.45%
Max(CAGR)
Winner
ITUB
+14.80%
UPS
+4.74%

ITUB vs UPS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearITUBUPS
2026+9.88%+11.24%
2025+86.05%-14.41%
2024-21.94%-16.57%
2023+67.63%-6.72%
2022+29.71%-15.94%
2021-2.56%+33.67%
2020-32.18%+49.04%
2019+1.95%+24.62%
2018+8.21%-18.57%
2017+25.69%+6.73%
2016+111.60%+24.51%
2015-41.39%-10.29%
2014+11.81%+10.52%
2013-0.15%+41.58%
2012-10.71%+2.48%
2011-22.22%+3.36%
2010+3.44%+28.47%
2009+84.25%+5.93%
2008-39.27%-17.99%
2007+44.83%-3.48%
2006+47.32%+1.22%
2005+62.42%-10.03%
2004+58.50%+17.82%
2003+107.90%+18.18%
2002-40.98%+17.27%
2001N/A-2.04%
2000N/A-11.35%
1999N/A+1.55%

ITUB vs UPS Drawdown Comparison

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

The maximum drawdown for UPS was -57.96%, occurring on Sep 25, 2025. This drawdown has not yet recovered.

The current ITUB drawdown is -17.06%. The current UPS drawdown is -41.80%.

RankITUBUPS
#1-69.35%
May 30, 2008 - Dec 2, 2009
-57.96%
Feb 2, 2022 - Sep 25, 2025
#2-66.01%
Sep 2, 2014 - Feb 8, 2017
-51.72%
Dec 9, 2004 - Feb 10, 2011
#3-65.93%
Apr 10, 2002 - Oct 28, 2003
-34.37%
Nov 11, 1999 - Oct 30, 2003
#4-61.98%
Feb 4, 2019 - Jun 15, 2023
-30.78%
Jan 12, 2018 - Jul 29, 2020
#5-47.93%
Nov 4, 2010 - Aug 27, 2014
-20.11%
Jan 22, 2015 - Jul 8, 2016
#6-39.32%
Feb 26, 2018 - Feb 4, 2019
-18.37%
Feb 18, 2011 - Jan 18, 2012
#7-37.02%
May 9, 2006 - Dec 27, 2006
-17.14%
May 7, 2021 - Oct 26, 2021
#8-34.31%
Jan 13, 2004 - Sep 16, 2004
-13.04%
Dec 13, 2016 - Sep 15, 2017
#9-28.93%
Jul 23, 2007 - Oct 1, 2007
-12.03%
Mar 19, 2012 - Jan 15, 2013
#10-28.22%
Dec 7, 2007 - Apr 30, 2008
-11.76%
Oct 12, 2020 - Apr 9, 2021
#11-28.20%
Feb 27, 2024 - Apr 23, 2025
-10.91%
Dec 31, 2013 - May 29, 2014
#12-27.12%
Jan 5, 2010 - Sep 29, 2010
-10.69%
Jan 7, 2022 - Feb 1, 2022
#13-23.21%
Feb 15, 2017 - Sep 6, 2017
-10.53%
Oct 26, 2021 - Jan 4, 2022
#14-21.00%
Oct 31, 2007 - Dec 7, 2007
-9.06%
Jul 16, 2014 - Oct 31, 2014
#15-18.96%
Feb 11, 2026 - May 19, 2026
-8.77%
Dec 29, 2003 - Jun 23, 2004

Correlation

Correlation between ITUB and UPS is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (1999 - 2026)

ITUB vs UPS dividend yield comparison.

YearITUBUPS
20261.12%3.01%
202511.26%6.61%
20249.19%5.17%
20233.62%4.12%
20224.20%3.50%
202129.80%1.90%
20204.80%2.40%
20198.21%3.28%
20186.93%3.73%
20173.35%2.79%
201615.62%2.72%
20153.89%3.03%
201413.85%2.41%
201314.60%2.36%
20123.08%3.09%
20113.50%2.84%
20101.86%2.59%
20091.21%3.14%
20086.06%3.26%
20071.99%2.38%
20061.80%2.03%
20052.05%1.76%
20042.17%1.31%
20031.74%1.23%
20025.27%1.20%
20010.00%1.39%
20000.00%1.16%
19990.00%0.43%

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