Added to YB: 2025-09-22
Pitch date: 2025-09-18
NU [neutral]
Nu Holdings Ltd.
+5.16%
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
$16.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
32.34
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Nu’s Customers Get 34x More Valuable Over Time
NU (update): Cohort analysis shows 66% of 123M customers joined within 4 years, under-monetized at $10.90 monthly ARPAC vs mature customers at $27.30. Customer maturation alone could drive revenue from $11.5B (2024) to $37B by 2030 - 3x growth without adding new customers.
Read full article (3 min)