(EWZ) iShares MSCI Brazil - Ratings and Ratios
Mining, Banks, Energy, Consumer
Dividends
| Dividend Yield | 5.40% |
| Yield on Cost 5y | 6.67% |
| Yield CAGR 5y | -12.18% |
| Payout Consistency | 87.5% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 22.4% |
| Value at Risk 5%th | 36.9% |
| Relative Tail Risk | 0.21% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.67 |
| Alpha | 34.27 |
| CAGR/Max DD | 0.36 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.499 |
| Beta | 0.623 |
| Beta Downside | 0.577 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.36% |
| Mean DD | 11.24% |
| Median DD | 10.33% |
Description: EWZ iShares MSCI Brazil January 08, 2026
The iShares MSCI Brazil ETF (EWZ) seeks to track a free-float-adjusted, market-cap weighted index that represents Brazil’s large- and mid-cap equities. By law, at least 80 % of its assets must be held in the index’s component securities or in assets that are economically equivalent, making the fund effectively non-diversified and highly concentrated in Brazil’s equity market.
Key metrics as of early 2024: the fund’s expense ratio is 0.48 %, its top holdings include Petrobras (energy), Vale (materials) and Itaú Unibanco (financials), together accounting for roughly 30 % of assets. Brazil’s GDP growth slowed to about 2.3 % YoY in 2023, while commodity prices-especially iron ore and oil-remain primary drivers of corporate earnings, giving EWZ a pronounced exposure to global demand cycles.
For a deeper quantitative breakdown, you might explore ValueRay’s analytics platform.
What is the price of EWZ shares?
Over the past week, the price has changed by +0.33%, over one month by +5.32%, over three months by +17.42% and over the past year by +49.65%.
Is EWZ a buy, sell or hold?
What are the forecasts/targets for the EWZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 39.2 | 18.2% |
EWZ Fundamental Data Overview January 17, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 7.06b USD (7.06b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 7.06b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 7.06b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.25% (E(7.06b)/V(7.06b) * Re(8.25%) + (debt-free company))
Discount Rate = 8.25% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for EWZ ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle