Added to YB: 2025-08-25
Pitch date: 2025-08-20
NU [neutral]
Nu Holdings Ltd.
+25%
current return
Author Info
No bio for this author
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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
$13.52
Price Target
62.00 (+267%)
Dividend
N/A
EV/EBITDA
N/A
P/E
32.34
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
NU Holdings Q2’25 — Trust, Priced In: What Mexico Just Proved
NU (earnings update): Mexico deposit beta test validates model as yields cut 15%→11.5% retained >90% customers despite higher rates elsewhere. Low-40s LDR preserves optionality. Hiring (Campos Neto, Young, Eismann) accelerates global expansion timeline. Probability-weighted 2028 PT: $62 (4.7x, 22% IRR from $13.30). Risk: rate sensitivity, credit quality.
Read full article (6 min)