NU:NYE-Nu Holdings Ltd (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 10.37

Change

+0.13 (+1.27)%

Market Cap

USD 57.34B

Volume

0.03B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, Cayman Islands, Germany, Argentina, the United States, and Uruguay. It offers spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Ultraviolet credit and prepaid card, a premium metal credit card for affluent customers; mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones; and Nu Shopping, an integrated mall that enables customers to purchase goods and services from various ecommerce retailers. The company also provides savings solutions, such as Nu Personal Accounts, a digital account solution for personal financial activities; Nu business prepaid and credit card; and Nu business accounts for entrepreneur customers and their businesses. In addition, it offers investing solutions, including Money Boxes for goal-based investing; Nucoin, a proprietary utility token for its loyalty program; NuInvest, which provides equity, fixed-income, stock options, ETF products, and multimarket funds; and NuCrypto, a solution for buying and selling cryptocurrencies through the Nu app. Further, the company provides borrowing solutions comprising Personal unsecured and secured loans; Pix financing that enables credit card and digital account customers to make free and instant peer-to-peer transfers; Boleto financing, which enables credit card and digital account customers to make payments using their credit line; purchase financing; and NuPay to make online purchases and pay for services through Nubank app. Additionally, it offers protection solutions, such as NuInsurance protection solutions, including life, mobile, auto, home, and financial protection insurance policies. The company was founded in 2013 and is headquartered in São Paulo, Brazil.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Banks - Regional

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

-0.08 (-0.36%)

USD 92.30B
PNC PNC Financial Services Group I..

+0.96 (+0.50%)

USD 76.48B
USB-PP U.S. Bancorp

-0.17 (-0.71%)

USD 75.61B
USB U.S. Bancorp

+0.51 (+1.06%)

USD 74.76B
TFC Truist Financial Corp

+0.45 (+1.03%)

USD 62.13B
ITUB Itau Unibanco Banco Holding SA

+0.02 (+0.40%)

USD 45.50B
NWG Natwest Group PLC

+0.11 (+1.08%)

USD 42.37B
MTB M&T Bank Corporation

+1.81 (+0.96%)

USD 35.05B
BSBR Banco Santander Brasil SA ADR

+0.04 (+1.04%)

USD 33.95B
KB KB Financial Group Inc

-0.03 (-0.05%)

USD 22.19B

ETFs Containing NU

XMBR:SW Xtrackers MSCI Brazil UCI.. 10.57 % 0.00 %

N/A

USD 0.06B
IQQB:XETRA iShares MSCI Brazil UCITS.. 10.56 % 0.00 %

N/A

USD 0.34B
4BRZ:XETRA iShares MSCI Brazil UCITS.. 10.23 % 0.00 %

N/A

USD 3.05B
BRAZ Global X Funds 9.36 % 0.69 %

+0.14 (+5.10%)

USD 2.85M
4BRZ:SW iShares MSCI Brazil UCITS.. 9.34 % 0.00 %

N/A

USD 0.49B
IBZL:SW iShares MSCI Brazil UCITS.. 9.31 % 0.00 %

N/A

USD 0.23B
FMQP:LSE 7.88 % 0.00 %

N/A

N/A
IPO Renaissance IPO ETF 6.95 % 0.60 %

+0.71 (+5.10%)

USD 0.16B
FMQQ FMQQ The Next Frontier In.. 6.21 % 0.00 %

+0.02 (+5.10%)

USD 0.03B
IUSC:XETRA iShares MSCI EM Latin Ame.. 5.96 % 0.00 %

N/A

USD 0.39B
LTAM:SW iShares MSCI EM Latin Ame.. 5.96 % 0.00 %

N/A

N/A
XMQQ:XETRA 5.86 % 0.00 %

N/A

N/A
FMQQ:PA 5.86 % 0.00 %

N/A

N/A
EMQQ:SW EMQQ Emerging Markets Int.. 5.48 % 0.00 %

N/A

N/A
LMBO Direxion Shares ETF Trust 4.81 % 0.00 %

+1.24 (+5.10%)

USD 5.47M
EMQQ:XETRA HANetf ICAV - EMQQ Emergi.. 4.79 % 0.00 %

N/A

USD 0.13B
EMQQ:PA EMQQ Emerging Markets Int.. 4.79 % 0.00 %

+0.06 (+5.10%)

N/A
LOUP Innovator Loup Frontier T.. 4.53 % 0.70 %

+0.41 (+5.10%)

USD 0.07B
AOTG AOT Growth and Innovation.. 4.31 % 0.00 %

+0.54 (+5.10%)

USD 0.05B
ADPV Series Portfolios Trust -.. 4.07 % 0.00 %

+0.46 (+5.10%)

N/A
EMQQ EMQQ The Emerging Markets.. 4.06 % 0.86 %

+0.07 (+5.10%)

USD 0.36B
WBKN:XETRA WisdomTree Blockchain UCI.. 3.82 % 0.00 %

N/A

N/A
CGXU Capital Group Internation.. 2.77 % 0.00 %

+0.10 (+5.10%)

USD 3.18B
ARKD EA Series Trust - ARK 21S.. 2.55 % 0.00 %

+1.92 (+5.10%)

USD 5.37M
PMNT:LSE Rize Digital Payments Eco.. 2.24 % 0.00 %

+0.02 (+5.10%)

N/A
CGNG Capital Group New Geograp.. 1.50 % 0.00 %

+0.12 (+5.10%)

USD 0.10B
EEMO Invesco S&P Emerging Mark.. 0.00 % 0.27 %

+0.09 (+5.10%)

N/A
FBZ First Trust Brazil AlphaD.. 0.00 % 0.80 %

+0.08 (+5.10%)

USD 5.49M
FLN First Trust Latin America.. 0.00 % 0.80 %

+0.07 (+5.10%)

USD 0.01B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

+0.13 (+5.10%)

N/A
EMQQ:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

+2.11 (+5.10%)

N/A
EMQP:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

+3.20 (+5.10%)

N/A
EMQQ:F HANetf ICAV - EMQQ Emergi.. 0.00 % 0.00 %

N/A

N/A
EWEB 0.00 % 0.00 %

N/A

N/A
EMFQ 0.00 % 0.00 %

N/A

N/A

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 24.49% 75% C 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.49% 69% C- 79% B-
Trailing 12 Months  
Capital Gain 24.94% 75% C 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.94% 73% C 80% B-
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 1,043.57% 100% F 99% N/A
Dividend Return 1,096.73% 100% F 99% N/A
Total Return 53.15% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 1,835.91% 1% F 1% F
Risk Adjusted Return 59.74% 81% B- 74% C
Market Capitalization 57.34B 93% 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.