Added to YB: 2026-07-17
Pitch date: 2026-07-16
NU [neutral]
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
$68.0B
Pitch Price
N/A
Price Target
19.00 (+38%)
Dividend
N/A
EV/EBITDA
N/A
P/E
21.58
EV/Sales
N/A
Sector
Banks
Category
growth
Nubank: 42% Growth, $871M Record Profit and the Stock Is Down 28%. Is the Dip the Entry?
NU (holding update): Neobank at $13.76, 28% below Jan high. Rev +42% to $16.3B, record $871M quarterly NI, 29% ROE, 17.6% efficiency ratio. Brazil 115M users but only ~7% of profit pool; Mexico/Colombia/US next. Trades 15.5x fwd P/E, 0.53 PEG. DCF fair value ~$19 (+37%). Risk: untested 40%-growing credit book, rising NPLs, US competition (SoFi/Chime/Robinhood).
Read full article (10 min)