Nu Holdings Stock Buy Hold or Sell Recommendation
| NU Stock | USD 13.53 0.41 2.94% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Nu Holdings is 'Cautious Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Nu Holdings given historical horizon and risk tolerance towards Nu Holdings. When Macroaxis issues a 'buy' or 'sell' recommendation for Nu Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Nu Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Nu Holdings Stock please use our How to Invest in Nu Holdings guide. Note, we conduct extensive research on individual companies such as Nu Holdings and provide practical buy, sell, or hold advice based on investors' constraints. Nu Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
Nu Holdings |
Execute Nu Holdings Buy or Sell Advice
The Nu Holdings recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Nu Holdings. Macroaxis does not own or have any residual interests in Nu Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Nu Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Nu Holdings Trading Alerts and Improvement Suggestions
| Nu Holdings generated a negative expected return over the last 90 days | |
| Nu Holdings reports 1.17 B of total liabilities with total debt to equity ratio (D/E) of 0.13, which may suggest the company is not taking enough advantage from financial leverage. Nu Holdings has a current ratio of 0.74, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Nu Holdings to invest in growth at high rates of return. | |
| Nu Holdings has a strong financial position based on the latest SEC filings | |
| Over 84.0% of Nu Holdings shares are owned by institutional investors | |
| Latest headline from fool.com: 2 Reasons to Buy Nu Holdings Stock Like Theres No Tomorrow |
Nu Holdings Returns Distribution Density
The distribution of Nu Holdings' historical returns is an attempt to chart the uncertainty of Nu Holdings' future price movements. The chart of the probability distribution of Nu Holdings daily returns describes the distribution of returns around its average expected value. We use Nu Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Nu Holdings returns is essential to provide solid investment advice for Nu Holdings.
| Mean Return | -0.04 | Value At Risk | -4.46 | Potential Upside | 4.01 | Standard Deviation | 2.57 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Nu Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Nu Holdings Stock Institutional Investors
The Nu Holdings' institutional investors refer to entities that pool money to purchase Nu Holdings' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Coatue Management Llc | 2024-09-30 | 62.8 M | Fmr Inc | 2024-09-30 | 61.8 M | Fidelity International Ltd | 2024-06-30 | 39.4 M | Millennium Management Llc | 2024-06-30 | 39.2 M | State Street Corp | 2024-06-30 | 38.3 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 36.3 M | Artisan Partners Limited Partnership | 2024-09-30 | 36 M | Norges Bank | 2024-06-30 | 35.5 M | Scge Management, L.p. | 2024-09-30 | 33.2 M | Sc Us (ttgp), Ltd. | 2024-06-30 | 251.3 M | Capital Research Global Investors | 2024-09-30 | 248 M |
Nu Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (166.5M) | (47.7M) | (2.1B) | (2.8B) | (2.5B) | (2.4B) | |
| Investments | (4.7M) | (16.3M) | (11.2M) | (127.2M) | (173.8M) | (165.1M) | |
| Change In Cash | 867.4M | 1.1B | 361.9M | 1.5B | 1.8B | 1.0B | |
| Net Borrowings | 209.1M | (66.7M) | (15.0M) | 405.5M | 466.3M | 489.7M | |
| Free Cash Flow | 271.5M | 969.2M | (3.0B) | 641.3M | 8.5B | 8.9B | |
| Depreciation | 5.1M | 7.4M | 17.3M | 35.6M | 62.9M | 66.0M | |
| Other Non Cash Items | 201.8M | 261.9M | 1.0B | 3.1B | (2.1B) | (2.0B) | |
| Capital Expenditures | 4.7M | 8.0M | 28.5M | 114.3M | 177.0M | 185.9M | |
| Net Income | (92.5M) | (171.5M) | (165.3M) | (364.6M) | 1.0B | 1.1B | |
| End Period Cash Flow | 1.2B | 2.3B | 2.7B | 4.2B | 5.9B | 3.1B | |
| Change To Netincome | 179.9M | 256.1M | 943.3M | 2.9B | 3.4B | 3.5B |
Nu Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Nu Holdings or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Nu Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Nu Holdings stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.2 | |
β | Beta against Dow Jones | 1.23 | |
σ | Overall volatility | 2.54 | |
Ir | Information ratio | -0.07 |
Nu Holdings Volatility Alert
Nu Holdings exhibits very low volatility with skewness of -0.27 and kurtosis of 1.19. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Nu Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Nu Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Nu Holdings Fundamentals Vs Peers
Comparing Nu Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Nu Holdings' direct or indirect competition across all of the common fundamentals between Nu Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as Nu Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Nu Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing Nu Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Nu Holdings to competition |
| Fundamentals | Nu Holdings | Peer Average |
| Return On Equity | 0.26 | -0.31 |
| Return On Asset | 0.0422 | -0.14 |
| Profit Margin | 0.34 % | (1.27) % |
| Operating Margin | 0.51 % | (5.51) % |
| Current Valuation | 61.07 B | 16.62 B |
| Shares Outstanding | 3.76 B | 571.82 M |
| Shares Owned By Insiders | 7.28 % | 10.09 % |
| Shares Owned By Institutions | 83.75 % | 39.21 % |
| Number Of Shares Shorted | 151.69 M | 4.71 M |
| Price To Earning | 22.70 X | 28.72 X |
| Price To Book | 8.77 X | 9.51 X |
| Price To Sales | 12.71 X | 11.42 X |
| Revenue | 3.71 B | 9.43 B |
| Gross Profit | 1.84 B | 27.38 B |
| EBITDA | 1.6 B | 3.9 B |
| Net Income | 1.03 B | 570.98 M |
| Cash And Equivalents | 1.18 M | 2.7 B |
| Cash Per Share | 1.00 X | 5.01 X |
| Total Debt | 1.17 B | 5.32 B |
| Debt To Equity | 0.13 % | 48.70 % |
| Current Ratio | 0.76 X | 2.16 X |
| Book Value Per Share | 1.59 X | 1.93 K |
| Cash Flow From Operations | 1.27 B | 971.22 M |
| Short Ratio | 5.31 X | 4.00 X |
| Earnings Per Share | 0.37 X | 3.12 X |
| Target Price | 15.92 | |
| Beta | 1.14 | -0.15 |
| Market Capitalization | 67 B | 19.03 B |
| Total Asset | 43.35 B | 29.47 B |
| Retained Earnings | 329.47 M | 9.33 B |
| Working Capital | (828.13 M) | 1.48 B |
| Current Asset | 2.1 B | 9.34 B |
| Current Liabilities | 2.93 B | 7.9 B |
Note: Disposition of 5942 shares by Nolan Joseph R Jr of Nu Holdings at 44.6248 subject to Rule 16b-3 [view details]
Nu Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Nu Holdings . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Nu Holdings Buy or Sell Advice
When is the right time to buy or sell Nu Holdings? Buying financial instruments such as Nu Holdings Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Nu Holdings Stock Analysis
When running Nu Holdings' price analysis, check to measure Nu Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nu Holdings is operating at the current time. Most of Nu Holdings' value examination focuses on studying past and present price action to predict the probability of Nu Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nu Holdings' price. Additionally, you may evaluate how the addition of Nu Holdings to your portfolios can decrease your overall portfolio volatility.