ITUB3

Source:

B3 (payouts) + price

Reference:

30/06/2026

Calculation:

= R$ 3,88 (12-month payouts · B3 · 18 payouts in 12 months) ÷ R$ 44,78 (price 06/11/2026 · B3 close)

Limitation:

Last 12 months of payouts ÷ price; moves with price and payouts may not repeat.

Where it came from, when we collected it and what the number doesn't say. It's the data's origin, never a judgment on the asset.

Source:

official CVM statements

Collected:

08/11/2026 · 07:33

Calculation:

ROE = Lucro líquido atribuível aos controladores (do exercício anual) ÷ Patrimônio Líquido (do MESMO exercício anual) Os dois números vêm sempre do mesmo Demonstrativo Financeiro Padronizado (DFP) anual da CVM — nunca um lucro anual dividido por um patrimônio de um trimestre mais recente. Por isso o patrimônio líquido usado aqui pode ser de uma data um pouco diferente da usada no P/VP (que pega sempre o balanço trimestral MAIS RECENTE disponível, não necessariamente do mesmo exercício do lucro).

Limitation:

Return on book equity; leverage can inflate it and the metric doesn't isolate that effect.

Where it came from, when we collected it and what the number doesn't say. It's the data's origin, never a judgment on the asset.

Source:

official CVM statements

Collected:

08/11/2026 · 07:33

Calculation:

Margem líquida = Lucro líquido atribuível aos controladores ÷ Receita líquida de vendas (conta 3.01 da DRE) Os dois números vêm do mesmo Demonstrativo Financeiro Padronizado (DFP) anual da CVM — mesmo exercício, calculado a partir do balanço oficial, nunca de uma métrica "ajustada" ou recorrente divulgada pela própria empresa em release de resultados.

Limitation:

Profit as a percentage of revenue; affected by non-recurring items.

Where it came from, when we collected it and what the number doesn't say. It's the data's origin, never a judgment on the asset.

Source:

B3

Reference:

06/11/2026

Calculation:

ln(close ÷ previous close) for each trading day in the last 365 days; sample standard deviation of the returns × √252; minimum of 200 trading days. A return that crosses the record date of a recorded split, reverse split or stock bonus is discarded, because an unadjusted price around the event is not market movement. Returns discarded because of a corporate event: 2.

Limitation:

Describes how much daily closes already moved; it does not indicate price direction nor guarantee it will repeat. It changes with the window and the annualization factor.

Where it came from, when we collected it and what the number doesn't say. It's the data's origin, never a judgment on the asset.