NU:NYE-Nu Holdings Ltd (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 11.95

Change

-0.28 (-2.29)%

Market Cap

USD 55.38B

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)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
HDB HDFC Bank Limited ADR

+0.01 (+0.02%)

USD 149.53B
IBN ICICI Bank Limited

-0.07 (-0.26%)

USD 91.13B
USB-PH U.S. Bancorp

+0.04 (+0.20%)

USD 88.51B
USB-PP U.S. Bancorp

-0.01 (-0.04%)

USD 77.18B
USB U.S. Bancorp

+0.13 (+0.32%)

USD 67.05B
PNC PNC Financial Services Group I..

-0.19 (-0.12%)

USD 62.61B
ITUB Itau Unibanco Banco Holding SA

+0.19 (+3.11%)

USD 59.30B
MFG Mizuho Financial Group Inc.

-0.04 (-1.03%)

USD 49.30B
TFC Truist Financial Corp

+0.20 (+0.53%)

USD 49.11B
LYG Lloyds Banking Group PLC ADR

+0.09 (+3.57%)

USD 42.19B

ETFs Containing NU

IPO Renaissance IPO ETF 9.61 % 0.60 %

+0.81 (+0%)

USD 0.17B
FMQP:LSE 7.88 % 0.00 %

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FMQQ FMQQ The Next Frontier In.. 7.38 % 0.00 %

-0.02 (0%)

USD 0.02B
XMQQ:XETRA 5.86 % 0.00 %

N/A

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FMQQ:PA 5.86 % 0.00 %

N/A

N/A
BKCN:LSE WisdomTree Blockchain UCI.. 5.74 % 0.00 %

-0.50 (0%)

USD 3.65M
WBKN:XETRA WisdomTree Blockchain UCI.. 5.28 % 0.00 %

+0.45 (+0%)

USD 3.65M
AOTG AOT Growth and Innovation.. 4.69 % 0.00 %

+0.87 (+0%)

USD 0.03B
EMFQ Amplify ETF Trust - Ampli.. 3.64 % 0.00 %

+0.43 (+0%)

USD 1.98M
PAYG:LSE Rize Digital Payments Eco.. 2.72 % 0.00 %

+4.23 (+0%)

USD 0.01B
PMNT:LSE Rize Digital Payments Eco.. 2.72 % 0.00 %

+0.04 (+0%)

USD 0.01B
PMNT:XETRA Rize Digital Payments Eco.. 2.66 % 0.00 %

+0.05 (+0%)

USD 0.01B
ARKD 2.60 % 0.00 %

N/A

N/A
PMNT:SW Rize Digital Payments Eco.. 2.52 % 0.00 %

N/A

USD 0.01B
EEMO Invesco S&P Emerging Mark.. 1.54 % 0.27 %

+0.21 (+0%)

USD 6.24M
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.19 (0%)

USD 0.87B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

+0.51 (+0%)

USD 1.73B
PBI:CA Purpose Best Ideas 0.00 % 0.79 %

N/A

CAD 0.01B
PRFZ Invesco FTSE RAFI US 1500.. 0.00 % 0.39 %

+0.22 (+0%)

USD 2.35B
FPXI First Trust International.. 0.00 % 0.70 %

+0.40 (+0%)

USD 0.17B
BLOK Amplify Transformational .. 0.00 % 0.70 %

+0.48 (+0%)

USD 0.75B
BLCN Siren Nasdaq NexGen Econo.. 0.00 % 0.68 %

-0.05 (0%)

USD 0.08B
LOUP Innovator Loup Frontier T.. 0.00 % 0.70 %

+0.75 (+0%)

USD 0.05B
EMQQ:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

+0.20 (+0%)

USD 0.13B
EMQP:LSE EMQQ Emerging Markets Int.. 0.00 % 0.00 %

+13.70 (+0%)

USD 0.13B
PBI-B:CA Purpose Fund Corp. - Purp.. 0.00 % 0.00 %

+0.71 (+0%)

CAD 8.10M
EWEB 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 43.46% 97% N/A 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.46% 97% N/A 98% N/A
Trailing 12 Months  
Capital Gain 160.92% 98% N/A 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 160.92% 98% N/A 99% 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 1,048.00% 100% F 99% N/A
Dividend Return 1,102.19% 100% F 99% N/A
Total Return 54.19% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 1,856.43% 1% F 1% F
Risk Adjusted Return 59.37% 96% N/A 85% B
Market Capitalization 55.38B 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.

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.