Added to YB: 2026-08-18
Pitch date: 2026-08-14
NU [neutral]
Nu Holdings Ltd.
-4.29%
current return
Author Info
No bio for this author
Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$73.6B
Pitch Price
$15.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
20.75
EV/Sales
N/A
Sector
Banks
Category
growth
Nu Q2 2026: Profits, ARPU and Strong Customer Growth.
NU (earnings): Q2 2026 rev $5.5B (+50%), net income $1.06B (+66%), EPS $0.22 beat $0.20 est. ARPU $17.1 (+40%), 138.9M customers (+13%). ROE 33%, risk-adj NIM 12.4%, efficiency ratio 20%. Mexico at breakeven, Colombia scaling fast. Upsell cohort math implies doubling rev in 5yrs. Trades ~16-21x FWD P/E—cheap amid AI-FOMO selloff. Risks: rate cuts compress spreads, US expansion costs.
Read full article (17 min)