NU:NYE-Nu Holdings Ltd (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 13.22

Change

-0.36 (-2.65)%

Market Cap

USD 64.11B

Volume

0.03B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-17 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
USB-PH U.S. Bancorp

N/A

USD 88.96B
USB-PP U.S. Bancorp

N/A

USD 77.65B
USB U.S. Bancorp

N/A

USD 70.83B
PNC PNC Financial Services Group I..

N/A

USD 70.79B
ITUB Itau Unibanco Banco Holding SA

N/A

USD 61.10B
TFC Truist Financial Corp

N/A

USD 59.54B
BSBR Banco Santander Brasil SA ADR

N/A

USD 42.73B
NWG Natwest Group PLC

N/A

USD 38.39B
MTB M&T Bank Corporation

N/A

USD 28.39B
BBD Banco Bradesco SA ADR

N/A

USD 28.33B

ETFs Containing NU

IPO Renaissance IPO ETF 11.65 % 0.60 %

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USD 0.16B
FMQP:LSE 7.88 % 0.00 %

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FMQQ FMQQ The Next Frontier In.. 7.69 % 0.00 %

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USD 0.03B
XMQQ:XETRA 5.86 % 0.00 %

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FMQQ:PA 5.86 % 0.00 %

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AOTG AOT Growth and Innovation.. 5.69 % 0.00 %

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USD 0.04B
LOUP Innovator Loup Frontier T.. 5.50 % 0.70 %

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USD 0.05B
EMQQ:SW EMQQ Emerging Markets Int.. 5.48 % 0.00 %

N/A

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BRAZ Global X Funds 5.36 % 0.69 %

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USD 3.49M
EMQQ:XETRA HANetf ICAV - EMQQ Emergi.. 5.20 % 0.00 %

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USD 0.13B
EMQQ:PA EMQQ Emerging Markets Int.. 5.20 % 0.00 %

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BKCN:LSE WisdomTree Blockchain UCI.. 4.94 % 0.00 %

N/A

USD 7.35M
FLN First Trust Latin America.. 4.37 % 0.80 %

N/A

USD 0.02B
ADPV Series Portfolios Trust -.. 4.07 % 0.00 %

N/A

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WBKN:XETRA WisdomTree Blockchain UCI.. 3.82 % 0.00 %

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PJIO PGIM ETF Trust 3.79 % 0.00 %

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USD 0.01B
EMFQ Amplify ETF Trust - Ampli.. 3.72 % 0.00 %

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USD 2.14M
BLOK Amplify Transformational .. 3.60 % 0.70 %

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USD 0.66B
FBZ First Trust Brazil AlphaD.. 3.39 % 0.80 %

N/A

USD 6.49M
ARKD 2.71 % 0.00 %

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CGXU Capital Group Internation.. 2.52 % 0.00 %

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USD 2.97B
PAYG:LSE Rize Digital Payments Eco.. 2.43 % 0.00 %

N/A

USD 4.83M
PMNT:LSE Rize Digital Payments Eco.. 2.24 % 0.00 %

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PMNT:XETRA Rize Digital Payments Eco.. 2.08 % 0.00 %

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USD 4.79M
PMNT:SW Rize Digital Payments Eco.. 2.08 % 0.00 %

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USD 4.93M
IWP iShares Russell Mid-Cap G.. 1.45 % 0.24 %

N/A

USD 14.58B
JOET Virtus ETF Trust II 0.88 % 0.00 %

N/A

USD 0.12B
EEMO Invesco S&P Emerging Mark.. 0.00 % 0.27 %

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EMQQ EMQQ The Emerging Markets.. 0.00 % 0.86 %

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USD 0.37B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

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FPXI First Trust International.. 0.00 % 0.70 %

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USD 0.15B
EMQQ:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

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EMQP:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

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EMQQ:F HANetf ICAV - EMQQ Emergi.. 0.00 % 0.00 %

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PBI-B:CA Purpose Fund Corp. - Purp.. 0.00 % 0.00 %

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N/A
EWEB 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 58.70% 99% N/A 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 58.70% 98% N/A 98% N/A
Trailing 12 Months  
Capital Gain 73.49% 98% N/A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 73.49% 98% N/A 97% N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1,035.39% 100% F 99% N/A
Dividend Return 1,088.55% 100% F 99% N/A
Total Return 53.15% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 1,840.59% 1% F 1% F
Risk Adjusted Return 59.14% 95% A 80% B-
Market Capitalization 64.11B 96% N/A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.