Scotiabank vs Itaú Unibanco
This page compares Scotiabank and Itaú Unibanco, outlining their business models, financial performance, and market context in accessible terms. The aim is to present neutral, clear information to help readers understand each organisation's approach and position within the banking sector. Educational content, not financial advice.
This page compares Scotiabank and Itaú Unibanco, outlining their business models, financial performance, and market context in accessible terms. The aim is to present neutral, clear information to hel...
Why It's Moving
Bank of Nova Scotia surges to 52-week high on momentum and analyst upgrades.
- BNS stock climbed to $74.98 intraday with solid volume, reflecting 13% gains over 90 days amid restructuring and KeyCorp exposure gains.
- Analysts lifted price targets to around C$101, citing stronger revenue growth, higher margins, and refocus on core markets.
- Upcoming $1.10 quarterly dividend yields 5.9%, bolstering appeal as Scotia projects strong Q1 2026 net income from KeyCorp investment.
ITUB Hits New Highs as Investors Gear Up for 4Q25 Earnings Reveal
- Upcoming earnings conference on February 5 features CEO Milton Maluhy and CFO Gabriel Amado de Moura, spotlighting strategy and outlook in a live Q&A.
- Recent bonus shares initiative allows fractional share transfers through February 2, boosting shareholder flexibility and liquidity.
- JPMorgan's upgrade to overweight with a $7.77 target underscores analyst confidence, aligning with ITUB's attractive P/E of 10.51 and resilient loan portfolio.
Bank of Nova Scotia surges to 52-week high on momentum and analyst upgrades.
- BNS stock climbed to $74.98 intraday with solid volume, reflecting 13% gains over 90 days amid restructuring and KeyCorp exposure gains.
- Analysts lifted price targets to around C$101, citing stronger revenue growth, higher margins, and refocus on core markets.
- Upcoming $1.10 quarterly dividend yields 5.9%, bolstering appeal as Scotia projects strong Q1 2026 net income from KeyCorp investment.
ITUB Hits New Highs as Investors Gear Up for 4Q25 Earnings Reveal
- Upcoming earnings conference on February 5 features CEO Milton Maluhy and CFO Gabriel Amado de Moura, spotlighting strategy and outlook in a live Q&A.
- Recent bonus shares initiative allows fractional share transfers through February 2, boosting shareholder flexibility and liquidity.
- JPMorgan's upgrade to overweight with a $7.77 target underscores analyst confidence, aligning with ITUB's attractive P/E of 10.51 and resilient loan portfolio.
Investment Analysis
Scotiabank
BNS
Pros
- Scotiabank has a diversified international presence including strong footprints in Latin America and the Caribbean, supporting revenue resilience.
- The bank offers a robust dividend yield around 4.7%, which is attractive for income-focused investors.
- Recent portfolio optimization is expected to drive loan growth and improve the domestic return profile.
Considerations
- Its valuation is relatively high with a price-to-earnings ratio around 17, indicating possible overvaluation.
- High dividend payout ratio near 82% raises questions about sustainability under adverse conditions.
- International banking segment exposes it to global economic and currency risks which may increase earnings volatility.
Itaú Unibanco
ITUB
Pros
- Itaú Unibanco is the largest private-sector bank in Brazil, benefiting from strong market share in the region.
- The bank has shown strong revenue growth and improving credit quality supported by economic recovery in Brazil.
- Robust digital transformation initiatives are expected to lower operating costs and enhance customer experience.
Considerations
- Significant exposure to Brazil's macroeconomic volatility and regulatory risks could impact profitability.
- High concentration in a single emerging market increases susceptibility to political and currency fluctuations.
- The Brazilian banking sector faces increasing competition from fintech firms, pressuring margins.
Related Market Insights
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Related Market Insights
Canada's Domestic Champions: Your Shield Against Trade War Chaos
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Scotiabank (BNS) Next Earnings Date
Bank of Nova Scotia's next earnings date is February 24, 2026, as confirmed by the company's official schedule and multiple analyst estimates. This release will cover Q1 2026 results, following the prior Q4 2025 report on December 2, 2025. Investors should monitor for the official announcement, typically issued before market open.
Itaú Unibanco (ITUB) Next Earnings Date
Itaú Unibanco is scheduled to release its 4Q25 earnings report on February 4, 2026, after market hours, with an earnings presentation following on February 5, 2026 at 8:00 a.m. EST. The fourth quarter results will cover the final period of 2025 and represent the company's year-end financial performance. The earnings presentation will feature remarks from CEO Milton Maluhy, CFO Gabriel Amado de Moura, and other senior executives, followed by an interactive Q&A session for investor engagement.
Scotiabank (BNS) Next Earnings Date
Bank of Nova Scotia's next earnings date is February 24, 2026, as confirmed by the company's official schedule and multiple analyst estimates. This release will cover Q1 2026 results, following the prior Q4 2025 report on December 2, 2025. Investors should monitor for the official announcement, typically issued before market open.
Itaú Unibanco (ITUB) Next Earnings Date
Itaú Unibanco is scheduled to release its 4Q25 earnings report on February 4, 2026, after market hours, with an earnings presentation following on February 5, 2026 at 8:00 a.m. EST. The fourth quarter results will cover the final period of 2025 and represent the company's year-end financial performance. The earnings presentation will feature remarks from CEO Milton Maluhy, CFO Gabriel Amado de Moura, and other senior executives, followed by an interactive Q&A session for investor engagement.
Which Baskets Do They Appear In?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketWhich Baskets Do They Appear In?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
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