Added to YB: 2026-07-13
Pitch date: 2026-07-09
STNE [neutral]
StoneCo Ltd.
+0.9%
current return
Author Info
No bio for this author
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
$13.9B
Pitch Price
$11.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.79
P/E
4.19
EV/Sales
1.49
Sector
Financial Services
Category
value
This Week in Special Situations: StoneCo Ltd.
STNE (overview): Brazilian payments fintech at ~4x P/E. Retired 7.2% of shares in Q1 (266.9M→247.8M), new R$2B (~$390M, 15% of $2.6B cap) buyback authorized Dec 2025, plus $2.53/sh special dividend from Linx sale. Quoted $22.8B EV overstated; adj EV≈mkt cap. Risks: BRL FX, Ton credit provisioning.
Read full article (1 min)