Added to YB: 2026-09-15
Pitch date: 2026-09-12
NU [bullish]
Nu Holdings Ltd.
+0.42%
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
$70.6B
Pitch Price
$14.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
19.92
EV/Sales
N/A
Sector
Banks
Category
growth
Wall Street is Mispricing the First Digital Global Banking Giant ($NU)
NU: Nubank’s bull case is shifting from Brazilian customer acquisition to deeper monetization and international replication: 139M global customers, a ~$24B annualized revenue run rate and 33% ROE support the model. Brazil offers affluent, SME and cross-selling upside, while Mexico’s commercial-bank license unlocks payroll deposits and broader lending. The key challenge is overcoming Brazilian saturation and the cost of aggressive Mexican deposit yields while pursuing Colombia and a planned U.S. launch.
Read full article (5 min)