Added to YB: 2026-09-17
Pitch date: 2026-09-14
NU [bullish]
Nu Holdings Ltd.
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
$69.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
19.63
EV/Sales
N/A
Sector
Banks
Category
growth
Is NU a Buy After the US Expansion?
NU: Nu looks attractive at 20x TTM earnings and about 10x 2028 earnings if expected EPS growth of 25% annually through 2028 is achieved. Its Lead Bank partnership brings the US deposit, card and fee-free remittance offering to market 12-18 months early, while Nu Global reaches 30+ countries. The risk is a multibillion-dollar, potentially six-plus-year path to US profitability amid pending approvals and possible political resistance.
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