NU:NYE-Nu Holdings Ltd (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 11.05

Change

0.00 (0.00)%

Market Cap

USD 49.95B

Volume

0.01B

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: 2024-04-27 )

Largest Industry Peers for Banks - Regional

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

+0.17 (+0.31%)

USD 149.53B
IBN ICICI Bank Limited

+0.04 (+0.15%)

USD 95.29B
USB-PH U.S. Bancorp

+0.16 (+0.79%)

USD 81.92B
USB-PP U.S. Bancorp

+0.06 (+0.25%)

USD 73.73B
DBSDY DBS Group Holdings Ltd ADR

-0.83 (-0.79%)

USD 69.03B
USB U.S. Bancorp

+0.31 (+0.75%)

USD 64.82B
PNC PNC Financial Services Group I..

+0.46 (+0.29%)

USD 62.52B
ITUB Itau Unibanco Banco Holding SA

+0.05 (+0.79%)

USD 59.30B
MFG Mizuho Financial Group Inc.

+0.06 (+1.52%)

USD 49.43B
TFC Truist Financial Corp

+0.37 (+0.95%)

USD 49.11B

ETFs Containing NU

FMQP:LSE 7.88 % 0.00 %

N/A

N/A
FMQQ FMQQ The Next Frontier In.. 7.38 % 0.00 %

+0.07 (+0%)

USD 0.02B
BKCN:LSE WisdomTree Blockchain UCI.. 6.17 % 0.00 %

-54.75 (0%)

USD 4.68M
XMQQ:XETRA 5.86 % 0.00 %

N/A

N/A
FMQQ:PA 5.86 % 0.00 %

N/A

N/A
WBKN:XETRA WisdomTree Blockchain UCI.. 5.21 % 0.00 %

-0.95 (0%)

USD 4.66M
AOTG AOT Growth and Innovation.. 4.69 % 0.00 %

+0.02 (+0%)

USD 0.03B
PBI-B:CA Purpose Fund Corp. - Purp.. 3.72 % 0.00 %

N/A

CAD 8.27M
EMFQ Amplify ETF Trust - Ampli.. 3.64 % 0.00 %

-0.15 (0%)

USD 1.98M
PMNT:LSE Rize Digital Payments Eco.. 2.84 % 0.00 %

-0.02 (0%)

USD 0.01B
PAYG:LSE Rize Digital Payments Eco.. 2.80 % 0.00 %

-1.23 (0%)

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

-0.01 (0%)

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

N/A

USD 0.01B
ARKD 2.60 % 0.00 %

N/A

N/A
FXO First Trust Financials Al.. 1.71 % 0.63 %

+0.05 (+0%)

USD 0.88B
EEMO Invesco S&P Emerging Mark.. 0.00 % 0.27 %

-0.09 (0%)

USD 6.24M
FLN First Trust Latin America.. 0.00 % 0.80 %

-0.14 (0%)

USD 0.06B
ILF iShares Latin America 40 .. 0.00 % 0.48 %

-0.11 (0%)

USD 1.62B
IPO Renaissance IPO ETF 0.00 % 0.60 %

-0.32 (0%)

USD 0.17B
PBI:CA Purpose Best Ideas 0.00 % 0.79 %

N/A

CAD 0.01B
FPXI First Trust International.. 0.00 % 0.70 %

+0.05 (+0%)

USD 0.15B
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 32.65% 96% N/A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.65% 96% N/A 97% N/A
Trailing 12 Months  
Capital Gain 114.15% 96% N/A 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 114.15% 96% N/A 98% 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 1,031.44% 100% F 99% N/A
Dividend Return 1,084.59% 100% F 99% N/A
Total Return 53.15% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 1,842.84% 1% F 1% F
Risk Adjusted Return 58.85% 98% N/A 82% B
Market Capitalization 49.95B 93% A 95% 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 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.