Added to YB: 2024-12-17
Pitch date: 2024-12-15
NU [bullish]
Nu Holdings Ltd.
+36.36%
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
$80.8B
Pitch Price
$11.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
32.34
EV/Sales
N/A
Sector
Banks
Category
growth
NuBank: Exceptional Growth, Giant Moat, Fair Price!
NU: Disruptive digital bank w/ 110M users, 16x revenue growth since 2019. Wide moat: tech superiority + scale. $9 CAC vs $500 for US banks. 18.4% NIM, 4.2% ROA. Active in 3 markets, room to expand. Conservative 5yr projection: 12.3% annual return. Strong financials, ample growth potential.
Read full article (15 min)