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Added to YB: 2025-08-19

Pitch date: 2025-08-15

NU [neutral]

Nu Holdings Ltd.

+29.01%

current return

Author Info

No bio for this author

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

20.00 (+18%)

Dividend

N/A

EV/EBITDA

N/A

P/E

32.34

EV/Sales

N/A

Sector

Banks

Category

growth

Show full summary:
NU | Nubank Q2 2025 Highlights

NU (earnings update): Added 4.1M customers (total 123M), 30% YoY revenue growth to $3.67B, net income +31% to $637M with 28% ROE. Unit economics shine: $12.20 MRPAC (+18%) vs $0.80 COST. Expanding beyond Brazil (107M users) into Mexico (12M) & Colombia. At 18.3x 2026E P/E with 41% growth (PEG 0.45), still undervalued.

Read full article (7 min)