Itaú Unibanco vs Aon

Itaú Unibanco and Aon plc are compared on this page to help readers understand their business models, financial performance, and market context. The content provides a neutral overview of corporate structures, revenue streams, risk factors, and competitive position, without recommendations or advice. Educational content, not financial advice.

Itaú Unibanco and Aon plc are compared on this page to help readers understand their business models, financial performance, and market context. The content provides a neutral overview of corporate st...

Comparison Snapshot

Key Financial Metrics

ITUB

Metric

AON

$97.38B

Market Cap

$69.00B

-16.54%

Potential Profit

24.77%

Buy

Analyst Rating

Buy

Why It's Moving

ITUB Stock Warning: Why Analysts See -18% Downside Risk

UBS downgraded ITUB to Neutral from Buy, pointing to stretched valuations as the bank's growth prospects are already baked into shares.
Revenue forecasts faced four downward revisions in the past three months despite a $9B estimate, highlighting market worries over slowing top-line expansion.
Consensus analyst targets lag well behind the recent peak, with mixed EPS revisions underscoring uncertainty ahead of the upcoming 4Q25 earnings release.

Sentiment:

🐻Bearish

Aon's Steady Dividend Signals Confidence Ahead of Analyst Upside Targets

Board approved $0.745 quarterly dividend on January 9, payable February 13, highlighting consistent shareholder returns.
Eligible for Class A ordinary shares held by record date February 2, drawing buyers ahead of the ex-dividend date.
Move aligns with stable sector trends, bolstering optimism around Aon's risk management and human capital expertise.

Sentiment:

🐃Bullish

ITUB Stock Warning: Why Analysts See -18% Downside Risk

UBS downgraded ITUB to Neutral from Buy, pointing to stretched valuations as the bank's growth prospects are already baked into shares.
Revenue forecasts faced four downward revisions in the past three months despite a $9B estimate, highlighting market worries over slowing top-line expansion.
Consensus analyst targets lag well behind the recent peak, with mixed EPS revisions underscoring uncertainty ahead of the upcoming 4Q25 earnings release.

Sentiment:

🐻Bearish

Aon's Steady Dividend Signals Confidence Ahead of Analyst Upside Targets

Board approved $0.745 quarterly dividend on January 9, payable February 13, highlighting consistent shareholder returns.
Eligible for Class A ordinary shares held by record date February 2, drawing buyers ahead of the ex-dividend date.
Move aligns with stable sector trends, bolstering optimism around Aon's risk management and human capital expertise.

Sentiment:

🐃Bullish

Investment Analysis

Itaú Unibanco

ITUB

Pros

Itaú Unibanco has a large market capitalization of around $69 billion, reflecting its status as a leading financial institution in Brazil.
The bank showed strong profitability in early 2025, with a 22.5% return on equity and solid portfolio growth of 13.2% year-over-year.
It benefits from Brazil’s moderate economic growth and potential central bank rate cuts that could increase credit demand and lending opportunities.

Considerations

Despite growth, Itaú Unibanco's stock price appreciation has been moderate with only a 6.75% increase in market cap over the past year, suggesting limited momentum.
Non-performing loans, while reduced, remain a risk factor as they were at 2.3%, which could impact asset quality if economic conditions worsen.
The bank’s valuation faces headwinds from cautious market sentiment and mixed analyst ratings, including some holding moderate buy or hold positions.

Aon

AON

Pros

Aon plc is a global leader in professional services, particularly in risk management, insurance brokerage, and consulting.
The company has demonstrated consistent revenue growth driven by diversified services and strong client retention across markets.
Aon benefits from increasing regulatory complexity worldwide, which drives demand for its advisory and risk management solutions.

Considerations

Aon faces considerable execution risks in integrating large acquisitions, which could impact costs and distract management.
The company’s performance is sensitive to economic cycles affecting insurance and consulting spending, leading to potential revenue volatility.
High competition in the professional services sector pressures pricing power and margin expansion possibilities for Aon.

Related Market Insights

Brazil Digital Banking: Could Infrastructure Stocks Win?

Explore Brazil's digital banking revolution. Discover how infrastructure companies power fintech growth across Latin America's largest economy. Invest in this Neme via Nemo.