Joel Greenblatt fit · Magic Formula - high ROIC + cheap EV/EBIT

Is Itau Unibanco Holding S.A. American Depositary Shares (ITUB) a Joel Greenblatt Stock?

Low Magic Formula score — expensive, low ROIC, or both.

33/100

FNot a fit

2/5 criteria passed

View ITUB stock page

Joel Greenblatt's Criteria, Applied to ITUB

EBIT/EV yield ≥ 10%

key5.7%

ROIC ≥ 25%

key2.4%

EV/EBIT ≤ 12

17.5x

Gross margin ≥ 30%

33.1%

Earnings yield ≥ 6%

9.4%

How ITUB Scores on Other Strategies

Warren Buffett

41/100

Grade D · no

Benjamin Graham

39/100

Grade D · no

Peter Lynch

32/100

Grade F · no

Joel Greenblatt

33/100

Grade F · no

Live Financial Snapshot

Market cap

$86.19B

P/E (TTM)

9.5x

ROIC (TTM)

1.47%

Gross margin

34.13%

Other Joel Greenblatt fit reports

MA SLDE HLNE KNSL SPGI EVR

Read the full Buffett-Brain analysis for ITUB

Frequently Asked Questions

What is ITUB's Joel Greenblatt fit score?

ITUB scores 33/100 on our Joel Greenblatt fit engine — grade F. Low Magic Formula score — expensive, low ROIC, or both.

Does Joel Greenblatt actually own ITUB?

Our score is computed from financial fundamentals against Joel Greenblatt's published criteria. We don't claim that Joel Greenblatt personally owns or recommends ITUB.

How often is this score updated?

ITUB's Joel Greenblatt fit score is recomputed daily from the latest TTM financials.

Educational tool, not investment advice. Scores are computed from publicly-available financial data against published investing-strategy criteria. We do not claim that Joel Greenblatt personally owns or recommends ITUB.

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score