NU:NYE-Nu Holdings Ltd (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 13.73

Change

0.00 (0.00)%

Market Cap

USD 63.64B

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: 2025-02-09 )

Largest Industry Peers for Banks - Regional

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

+0.03 (+0.13%)

USD 92.63B
PNC PNC Financial Services Group I..

-3.44 (-1.71%)

USD 79.47B
USB-PP U.S. Bancorp

+0.14 (+0.59%)

USD 73.95B
USB U.S. Bancorp

-0.35 (-0.74%)

USD 73.68B
TFC Truist Financial Corp

-0.53 (-1.11%)

USD 63.19B
ITUB Itau Unibanco Banco Holding SA

+0.08 (+1.37%)

USD 48.86B
NWG Natwest Group PLC

-0.11 (-0.99%)

USD 43.44B
BSBR Banco Santander Brasil SA ADR

-0.03 (-0.65%)

USD 33.95B
MTB M&T Bank Corporation

-2.85 (-1.42%)

USD 32.65B
KB KB Financial Group Inc

+0.13 (+0.22%)

USD 22.94B

ETFs Containing NU

4BRZ:XETRA iShares MSCI Brazil UCITS.. 11.24 % 0.00 %

+0.18 (+2.23%)

USD 3.05B
IBZL:SW iShares MSCI Brazil UCITS.. 10.11 % 0.00 %

+0.26 (+2.23%)

USD 0.24B
4BRZ:SW iShares MSCI Brazil UCITS.. 10.04 % 0.00 %

-0.25 (2.23%)

USD 0.49B
XMBR:SW Xtrackers MSCI Brazil UCI.. 9.61 % 0.00 %

-0.51 (2.23%)

USD 0.07B
FMQP:LSE 7.88 % 0.00 %

N/A

N/A
FMQQ FMQQ The Next Frontier In.. 7.39 % 0.00 %

+0.14 (+2.23%)

USD 0.03B
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 %

+0.13 (+2.23%)

N/A
LTAM:SW iShares MSCI EM Latin Ame.. 5.27 % 0.00 %

-0.10 (2.23%)

N/A
LMBO Direxion Shares ETF Trust 4.66 % 0.00 %

+0.59 (+2.23%)

USD 4.62M
AOTG AOT Growth and Innovation.. 4.57 % 0.00 %

+0.35 (+2.23%)

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

+0.35 (+2.23%)

N/A
EMQQ:XETRA HANetf ICAV - EMQQ Emergi.. 3.91 % 0.00 %

+0.19 (+2.23%)

USD 0.13B
EMQQ:PA EMQQ Emerging Markets Int.. 3.91 % 0.00 %

+0.19 (+2.23%)

N/A
WBKN:XETRA WisdomTree Blockchain UCI.. 3.82 % 0.00 %

+0.47 (+2.23%)

N/A
LOUP Innovator Loup Frontier T.. 3.45 % 0.70 %

+0.86 (+2.23%)

USD 0.08B
BLOK Amplify Transformational .. 3.15 % 0.70 %

+0.82 (+2.23%)

USD 0.93B
CGXU Capital Group Internation.. 2.41 % 0.00 %

+0.22 (+2.23%)

USD 3.36B
PMNT:LSE Rize Digital Payments Eco.. 2.24 % 0.00 %

+0.01 (+2.23%)

N/A
ARKD EA Series Trust - ARK 21S.. 2.11 % 0.00 %

+0.92 (+2.23%)

USD 5.21M
PAYG:LSE Rize Digital Payments Eco.. 2.10 % 0.00 %

+1.28 (+2.23%)

USD 5.38M
BRAZ Global X Funds 0.00 % 0.69 %

+0.19 (+2.23%)

USD 2.86M
EEMO Invesco S&P Emerging Mark.. 0.00 % 0.27 %

-0.02 (2.23%)

N/A
EMQQ EMQQ The Emerging Markets.. 0.00 % 0.86 %

+0.86 (+2.23%)

USD 0.34B
FLN First Trust Latin America.. 0.00 % 0.80 %

+0.11 (+2.23%)

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

+0.21 (+2.23%)

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

-1.92 (2.23%)

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

+14.65 (+2.23%)

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

+0.37 (+2.23%)

N/A
IQQB:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.16 (+2.23%)

USD 0.34B
IUSC:XETRA iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+0.09 (+2.23%)

USD 0.39B
EWEB 0.00 % 0.00 %

N/A

N/A
EMFQ 0.00 % 0.00 %

N/A

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

+0.11 (+2.23%)

USD 0.14B

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 32.53% 100% F 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.53% 99% N/A 98% N/A
Trailing 12 Months  
Capital Gain 38.83% 74% C 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.83% 69% C- 88% 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 1,044.58% 100% F 99% N/A
Dividend Return 1,097.74% 100% F 99% N/A
Total Return 53.15% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 1,835.31% 1% F 1% F
Risk Adjusted Return 59.81% 75% C 73% C
Market Capitalization 63.64B 94% 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:
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.