Professional
Added to YB: 2025-10-02
Pitch date: 2025-06-30
XP [bullish]
XP Inc.
-11.72%
current return
Author Info
No bio for this author
Company Info
XP Inc. provides financial products and services in Brazil. The company operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds; derivatives and synthetic instruments; credit cards; loan operations/collateralized credit products; pension and social security funds, and life and travel insurance products; and other investment products comprising real estate funds, and equity and debt capital markets solutions, as well as wealth management services.
Market Cap
$51.9B
Pitch Price
$19.92
Price Target
N/A
Dividend
7.40%
EV/EBITDA
N/A
P/E
10.82
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Baron International Growth Fund New Position: XP Inc.
XP (new position): Brazilian fintech disrupting concentrated financial services oligopoly through tech-driven platform offering brokerage, asset mgmt, investment banking. Positioned for structural shift as households move from low-yield savings to equities/funds. Near-term catalyst: earnings recovery on stable macro, lower rates, capital markets inflection.
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