Added to YB: 2026-10-14
Pitch date: 2026-10-12
NU [bullish]
Nu Holdings Ltd.
-7.07%
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
$77.3B
Pitch Price
$15.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
21.81
EV/Sales
N/A
Sector
Banks
Category
growth
Nu Holdings (NU): A 22% Annual Return Opportunity?
NU: Nubank’s low-cost digital model can compound earnings through greater monetization of 139M customers, expansion led by Mexico and potential technology-driven efficiency. At $16.12 and 16.6x forward earnings, the base case of ~$6B 2028 net income at 20x implies a greater than 20% annualized return. The key risk is credit quality: loans more than 90 days overdue rose to 6.9%.
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