Added to YB: 2026-04-08
Pitch date: 2026-04-05
NU [bullish]
Nu Holdings Ltd.
+5.24%
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
$68.7B
Pitch Price
$14.13
Price Target
33.74 (+133%)
Dividend
N/A
EV/EBITDA
N/A
P/E
24.20
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Nu Holdings (NYSE: NU)
NU: Digital banking leader w/ 131M customers across Brazil, Mexico, Colombia. 57% YoY loan growth to $32.7B, NIM 15.7%, efficiency ratio <20% vs legacy banks' 45-50%. Jan 2026 OCC approval for US entry targeting 50M+ underbanked. Trades 16.94x P/E (21% discount to 21.4x peers). Risks: NPL at 4.1%, US CAC/regulatory hurdles, LatAm macro. PT $33.74.
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