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ITUB vs SHG
Which Stock Would AI Choose? Itaú Unibanco Holding S.A. (ITUB) vs. Shinhan Financial Group Co., Ltd. (SHG) Stock Comparison
Key Takeaways
- ITUB has delivered stronger year-to-date returns relative to its benchmark, supported by multiple capital management initiatives and analyst price target increases in recent weeks.
- SHG trades at more attractive valuation multiples, including lower forward price-to-earnings and price-to-book ratios compared with ITUB, positioning it as a potential value option.
- Both companies operate in the financial services sector but differ in geographic exposure, with ITUB focused on Brazil and SHG on South Korea.
- Recent market activity for ITUB includes share repurchases and dividend distributions, while SHG has advanced treasury share cancellations and prepares for second-quarter results.
- Relative performance has favored ITUB on momentum metrics in the recent period, whereas SHG offers lower beta and potentially greater stability.
Introduction
Investors and traders evaluating financial sector opportunities often compare banks with similar business models but different regional footprints and valuation profiles. ITUB and SHG represent two large emerging-market financial institutions whose stocks have drawn attention amid shifting interest-rate environments and regional economic developments. This comparison examines observable price behavior, recent corporate actions, and key metrics to highlight trade-offs for those assessing relative positioning within diversified portfolios.
ITUB Overview and Recent Performance
Itaú Unibanco Holding S.A. is a major Brazilian financial services company offering banking, credit, and investment products primarily in Latin America. In recent market activity, the stock has shown resilience, posting a year-to-date total return that outpaced the benchmark IBOVESPA index. Corporate developments included announcements of share repurchases, interest-on-capital distributions, and an updated price target from an analyst firm. These actions, alongside earlier first-quarter results reflecting portfolio growth and stable asset quality, contributed to positive sentiment in the recent period. The shares have traded in a range influenced by broader Brazilian market dynamics and company-specific capital management steps.
SHG Overview and Recent Performance
Shinhan Financial Group Co., Ltd. is a leading South Korean financial holding company providing banking, insurance, and asset-management services across Asia. During recent market activity, the stock has been shaped by treasury share transactions, including cancellations and the expiration of buyback-related trusts. The company has also scheduled its second-quarter earnings release, with associated blackout periods noted in filings. Valuation metrics have remained a point of focus, with the shares reflecting the group's diversified operations and exposure to the Korean economy. Performance has been influenced by regional financial sector trends and preparations for upcoming earnings disclosure.
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Head-to-Head Comparison
ITUB and SHG both operate diversified financial services businesses but differ in primary market exposure and capital allocation patterns. ITUB has emphasized share repurchases and dividend distributions in recent activity, supporting momentum, while SHG has focused on treasury share management and maintains a lower beta profile. Valuation contrasts remain notable, with SHG exhibiting lower forward price-to-earnings and price-to-book ratios in prior analyses. Sector exposure is similar, yet geographic and macroeconomic drivers create distinct risk factors, including currency and regulatory considerations unique to each region. Market sentiment has reflected these differences, with ITUB showing stronger recent relative returns and SHG offering potential value characteristics.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent corporate catalysts, and relative valuation positioning, Tickeron’s AI models currently assign a modestly higher probabilistic preference to SHG for value-oriented considerations, while acknowledging ITUB’s stronger momentum signals in the recent period. Any such assessment remains subject to ongoing data updates and market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ITUB is a Buy and SHG is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ITUB’s FA Score shows that 3 FA rating(s) are green whileSHG’s FA Score has 3 green FA rating(s).
- ITUB’s FA Score: 3 green, 2 red.
- SHG’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ITUB’s TA Score shows that 5 TA indicator(s) are bullish while SHG’s TA Score has 4 bullish TA indicator(s).
- ITUB’s TA Score: 5 bullish, 5 bearish.
- SHG’s TA Score: 4 bullish, 4 bearish.
Price Growth
ITUB (@Regional Banks) experienced а -1.77% price change this week, while SHG (@Regional Banks) price change was -5.33% for the same time period.
The average weekly price growth across all stocks in the @Regional Banks industry was +0.86%. For the same industry, the average monthly price growth was +4.29%, and the average quarterly price growth was +11.03%.
Reported Earning Dates
ITUB is expected to report earnings on Aug 04, 2026.
SHG is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Regional Banks (+0.86% weekly)Regional banks have a smaller reach than major banks, and cater mostly to one region of a country, such as a state or within a group of states. They offer services often similar – albeit with some limitations/smaller scale – compared to major banks. Taking deposits, making loans, mortgages, leases, credit cards , fund management, insurance and investment banking. SunTrust Banks, State Street Corp., M&T Bank Corp. are some examples of U.S. regional banks.
| ITUB | SHG | ITUB / SHG | |
| Capitalization | 92.3B | 31.1B | 297% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 18.799 | 28.827 | 65% |
| P/E Ratio | 10.46 | 10.39 | 101% |
| Revenue | 164B | 18.74T | 1% |
| Total Cash | N/A | N/A | - |
| Total Debt | N/A | 132.88T | - |
ITUB | SHG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 53 Fair valued | |
PROFIT vs RISK RATING 1..100 | 11 | 1 | |
SMR RATING 1..100 | 4 | 1 | |
PRICE GROWTH RATING 1..100 | 46 | 43 | |
P/E GROWTH RATING 1..100 | 35 | 24 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ITUB's Valuation (13) in the Major Banks industry is somewhat better than the same rating for SHG (53) in the Financial Conglomerates industry. This means that ITUB’s stock grew somewhat faster than SHG’s over the last 12 months.
SHG's Profit vs Risk Rating (1) in the Financial Conglomerates industry is in the same range as ITUB (11) in the Major Banks industry. This means that SHG’s stock grew similarly to ITUB’s over the last 12 months.
SHG's SMR Rating (1) in the Financial Conglomerates industry is in the same range as ITUB (4) in the Major Banks industry. This means that SHG’s stock grew similarly to ITUB’s over the last 12 months.
SHG's Price Growth Rating (43) in the Financial Conglomerates industry is in the same range as ITUB (46) in the Major Banks industry. This means that SHG’s stock grew similarly to ITUB’s over the last 12 months.
SHG's P/E Growth Rating (24) in the Financial Conglomerates industry is in the same range as ITUB (35) in the Major Banks industry. This means that SHG’s stock grew similarly to ITUB’s over the last 12 months.
| ITUB | SHG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | N/A |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 61% |
| Momentum ODDS (%) | 7 days ago 70% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 54% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 54% |
| Advances ODDS (%) | 12 days ago 71% | 6 days ago 61% |
| Declines ODDS (%) | 5 days ago 62% | 2 days ago 52% |
| BollingerBands ODDS (%) | 2 days ago 54% | 5 days ago 57% |
| Aroon ODDS (%) | 2 days ago 68% | N/A |
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ITUB and
Correlation & Price change
A.I.dvisor indicates that over the last year, ITUB has been closely correlated with BBD. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ITUB jumps, then BBD could also see price increases.
| Ticker / NAME | Correlation To ITUB | 1D Price Change % | ||
|---|---|---|---|---|
| ITUB | 100% | +1.46% | ||
| BBD - ITUB | 83% Closely correlated | +1.41% | ||
| BSBR - ITUB | 81% Closely correlated | +2.48% | ||
| BSAC - ITUB | 65% Loosely correlated | +0.58% | ||
| INTR - ITUB | 64% Loosely correlated | +4.66% | ||
| BCH - ITUB | 62% Loosely correlated | -0.07% | ||
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