Added to YB: 2026-06-02
Pitch date: 2026-05-30
NU [bullish]
Nu Holdings Ltd.
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
$63.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
20.26
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Portfolio Review - May 2026 - Added On: Nubank
NU (added to position): Added post-Q1 2026 selloff. Rev $5B (+53% YoY), re-accelerating from 19% earlier; purchase vol $40B (+30%). G&A down to 10% of rev (from 47% in 2021), powerful operating leverage. 135M users, $15.9 rev/customer in underbanked LatAm. Bear case: gross margin 38% (from mid-40s) on rising credit provisioning.
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