Added to YB: 2025-08-19
Pitch date: 2025-08-15
NU [neutral]
Nu Holdings Ltd.
+29.01%
current return
Author Info
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Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$80.8B
Pitch Price
$13.10
Price Target
46.20 (+173%)
Dividend
N/A
EV/EBITDA
N/A
P/E
32.34
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Nu Q1 2025 Earnings Update!
NU (earnings update): Disrupting LatAm banking w/ 122.7M customers (+17.4% YoY). Strong Q2: ARPU +8.9% YoY to $12.2, deposits +456%, net income +30.7% to $637M w/ 28% ROE. NIM squeezed to 17.7% due to deposit growth in Mexico/Colombia. Loan portfolio +44% YoY to $27.3B. 135-253% upside by 2030. P/E 27x reasonable for growth.
Read full article (13 min)