What investor type does Itaúsa (preferred/PN) fit best in FoxScore?

Itaúsa (preferred/PN) fits a trend/momentum-oriented investor type in FoxScore: trend is clearly the strongest sub-score. This can be useful if you follow trends — but pay close attention to stability (drawdowns/volatility) because trend signals can flip quickly.

How meaningful is the available history for Itaúsa (preferred/PN)?

Itaúsa (preferred/PN) currently has about 15 years of price history since it started trading. That’s a solid base to interpret returns, drawdowns and trend behavior since launch — earlier market crises happened before the asset existed and are therefore not part of its history.

What is FoxScore good for — and what is it not for?

FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.

Analysis for Itaúsa (preferred/PN)

ITSA4.BR · As of: 02/13/2026

Basic information

Type: Stock

Region: Emerging Markets

Sector: Financials

TER: –

History

Available history:15.0 years

Last tradingday:02/13/2026

Description & usage

Itaúsa (preferred/PN) is a financial company focused on banking and/or insurance services. It serves individuals, businesses, or institutional clients through branches, advisors, and digital channels. Revenue typically comes from net interest income, fees, commissions, and investment returns. Performance depends on loan demand, credit quality, interest rates, and regulation in its core markets. Capital requirements, risk management, and funding costs are also important drivers. Macroeconomic conditions and foreign exchange movements can influence reported earnings.

Scale: 0 = weak, 50 = average, 100 = top

Analysis summary

Itaúsa (preferred/PN) (ITSA4.BR) currently has a total score of 75 points, placing it in the strong range. The score is made up of Performance (71), Stability (74) and Trend (86). All three sub-scores are currently above average.

Performance scores 71 points (strong). Key strength: 1Y return at 54.2 %. Even the weakest return is still strong in absolute terms: 5Y return at 81.3 %. This points to a sharper upswing more recently.

Stability scores 74 points (strong). Key strength: Sharpe ratio (90d) at 2.08. Main drag: max drawdown (5Y) at -40.7 %. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.

Trend scores 86 points (very strong). Key strength: Price is about 15.8 % above SMA50. Even the weakest metric remains solid in absolute terms: relative strength (12M) at 22.5 %.

Overall, the score is shaped most by Trend; Performance trails and dampens the total. On a metric level, SMA50 distance stands out, while max drawdown (5Y) is the main weak spot.

(Historical evaluation, not investment advice.)

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Overall score

strong

Scores

Metrics

FAQ

What investor type does Itaúsa (preferred/PN) fit best in FoxScore?: Itaúsa (preferred/PN) fits a trend/momentum-oriented investor type in FoxScore: trend is clearly the strongest sub-score. This can be useful if you follow trends — but pay close attention to stability (drawdowns/volatility) because trend signals can flip quickly.
How meaningful is the available history for Itaúsa (preferred/PN)?: Itaúsa (preferred/PN) currently has about 15 years of price history since it started trading. That’s a solid base to interpret returns, drawdowns and trend behavior since launch — earlier market crises happened before the asset existed and are therefore not part of its history.
What is FoxScore good for — and what is it not for?: FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.