Added to YB: 2024-06-28
Pitch date: 2024-06-27
NU [bullish]
Nu Holdings Ltd.
+30%
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
$13.00
Price Target
17.19 (+2%)
Dividend
N/A
EV/EBITDA
N/A
P/E
32.34
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Nu Holdings Investment Thesis
NU: 100M customers, 83% active. Pix early adopter, 13.6M users. $11.40 monthly ARPAC, $45 for core users. 27% revenue CAGR, 32% EBIT margin by 2028. $17.19 price target (36% upside). Risks: credit, emerging markets. Moat: efficient scale, network effects, AI acquisition. Opportunity: unbanked, low credit card penetration.
Read full article (33 min)