Professional
Added to YB: 2025-08-29
Pitch date: 2025-08-27
STNE [neutral]
StoneCo Ltd.
-4.44%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
StoneCo Ltd. provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.
Market Cap
$22.0B
Pitch Price
$16.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.46
P/E
-19.98
EV/Sales
2.31
Sector
Financial Services
Category
growth
Pernas Research Passes On: StoneCo Ltd.
STNE pass: Brazilian payments/business mgmt platform ('Shopify of Brazil'), 60% 7yr rev CAGR, 14% TPV CAGR to R$670B by 2027. Strong growth/positioning but Brazil-centric, no dividends, volatile EM backdrop. Worth look for EM investors but pass for DM-focused mandate.
Read full article (1 min)