Nu Holdings Stock Analysis
| NU Stock | USD 13.53 0.41 2.94% |
Nu Holdings is overvalued with Real Value of 11.59 and Target Price of 9.16. The main objective of Nu Holdings stock analysis is to determine its intrinsic value, which is an estimate of what Nu Holdings is worth, separate from its market price. There are two main types of Nu Holdings' stock analysis: fundamental analysis and technical analysis.
The Nu Holdings stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Nu Holdings is usually not traded on Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day. Nu Holdings Stock trading window is adjusted to America/New York timezone.
Nu Holdings |
Nu Holdings Stock Analysis Notes
About 84.0% of the company shares are owned by institutional investors. The company last dividend was issued on the December 11, 2014. Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. The company was founded in 2013 and is headquartered in Sao Paulo, Brazil. Nu Holdings is traded on New York Stock Exchange in the United States. To find out more about Nu Holdings contact the company at 800-592-2000 or learn more at https://www.nubank.com.br.Nu Holdings Quarterly Total Revenue |
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Nu Holdings Investment Alerts
| 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 Upcoming and Recent Events
| 13th of February 2024 Upcoming Quarterly Report | View | |
| 20th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Nu Holdings Largest EPS Surprises
Earnings surprises can significantly impact Nu Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-08-15 | 2022-06-30 | 0.0005 | 0.0036 | 0.0031 | 620 | ||
2022-05-16 | 2022-03-31 | -0.0032 | -0.0097 | -0.0065 | 203 | ||
2023-02-14 | 2022-12-31 | 0.01 | 0.02 | 0.01 | 100 |
Nu Holdings Environmental, Social, and Governance (ESG) Scores
Nu Holdings' ESG score is a quantitative measure that evaluates Nu Holdings' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Nu Holdings' operations that may have significant financial implications and affect Nu Holdings' stock price as well as guide investors towards more socially responsible investments.
Nu Holdings Thematic Classifications
In addition to having Nu Holdings stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | BankingUSA Equities from Banking industry as classified by Fama & French | |
 | Hedge FavoritesInvestment assets that are popular or favored by hedge funds | |
 | Warren Buffett HoldingsEquities that Berkshire Hathaway invests in via either BRK-A or BRK-B common stocks |
Nu Holdings Stock Institutional Investors
Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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 Market Capitalization
The company currently falls under 'Large-Cap' category with a market capitalization of 67 B.Nu Holdings Profitablity
The company has Net Profit Margin (PM) of 0.34 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.51 %, which signifies that for every $100 of sales, it has a net operating income of $0.51.| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.16 | 0.17 |
Management Efficiency
Nu Holdings has Return on Asset (ROA) of 0.0422 % which means that for every $100 of assets, it generated a profit of $0.0422. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.2631 %, which means that it produced $0.2631 on every 100 dollars invested by current stockholders. Nu Holdings' management efficiency ratios could be used to measure how well Nu Holdings manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.03 in 2024. Return On Capital Employed is likely to gain to 0.04 in 2024. At this time, Nu Holdings' Liabilities And Stockholders Equity is comparatively stable compared to the past year. Non Current Liabilities Total is likely to gain to about 38.9 B in 2024, whereas Total Current Liabilities is likely to drop slightly above 158.5 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.35 | 0.90 | |
| Tangible Book Value Per Share | 1.21 | 1.17 | |
| Enterprise Value Over EBITDA | 21.68 | 22.76 | |
| Price Book Value Ratio | 6.16 | 5.85 | |
| Enterprise Value Multiple | 21.68 | 22.76 | |
| Price Fair Value | 6.16 | 5.85 | |
| Enterprise Value | 46.8 B | 49 B |
Nu Holdings benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Operating Margin 0.514 | Profit Margin 0.3376 | Beta 1.135 | Return On Assets 0.0422 | Return On Equity 0.2631 |
Technical Drivers
As of the 28th of November, Nu Holdings owns the Information Ratio of (0.07), mean deviation of 1.88, and Market Risk Adjusted Performance of (0.03). In relation to fundamental indicators, the technical analysis model lets you check practical technical drivers of Nu Holdings, as well as the relationship between them.Nu Holdings Price Movement Analysis
The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Nu Holdings middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Nu Holdings. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Nu Holdings Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Nu Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Nu Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Nu Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Nolan Joseph R Jr over six months ago Disposition of 5942 shares by Nolan Joseph R Jr of Nu Holdings at 44.6248 subject to Rule 16b-3 | ||
Schweiger Werner J over six months ago Disposition of 2488 shares by Schweiger Werner J of Nu Holdings at 55.8 subject to Rule 16b-3 |
Nu Holdings Outstanding Bonds
Nu Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Nu Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Nu Holdings bonds can be classified according to their maturity, which is the date when Nu Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Nu Holdings Predictive Daily Indicators
Nu Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Nu Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Nu Holdings Corporate Filings
6K | 25th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
6K | 13th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 8th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
| 4th of November 2024 Other Reports | ViewVerify | |
13A | 22nd of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 18th of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
6K | 13th of August 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
Nu Holdings Forecast Models
Nu Holdings' time-series forecasting models are one of many Nu Holdings' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Nu Holdings' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Nu Holdings Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Nu Holdings prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Nu Holdings shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Nu Holdings. By using and applying Nu Holdings Stock analysis, traders can create a robust methodology for identifying Nu Holdings entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.22 | 0.23 | |
| Operating Profit Margin | 0.22 | 0.23 | |
| Net Profit Margin | 0.15 | 0.15 | |
| Gross Profit Margin | 0.35 | 0.57 |
Current Nu Holdings Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Nu Holdings analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Nu Holdings analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
| Target Price | Advice | # of Analysts | |
| 9.16 | Buy | 19 | Odds |
Most Nu Holdings analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Nu Holdings stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Nu Holdings, talking to its executives and customers, or listening to Nu Holdings conference calls.
Nu Holdings Stock Analysis Indicators
Nu Holdings stock analysis indicators help investors evaluate how Nu Holdings stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Nu Holdings shares will generate the highest return on investment. By understating and applying Nu Holdings stock analysis, traders can identify Nu Holdings position entry and exit signals to maximize returns.
| Begin Period Cash Flow | 4.2 B | |
| Long Term Debt | 1 B | |
| Common Stock Shares Outstanding | 4.9 B | |
| Total Stockholder Equity | 6.4 B | |
| Tax Provision | 385.4 M | |
| Quarterly Earnings Growth Y O Y | 0.827 | |
| Property Plant And Equipment Net | 69.8 M | |
| Cash And Short Term Investments | 5.9 B | |
| Cash | 5.9 B | |
| Accounts Payable | 9.8 B | |
| Net Debt | -4.9 B | |
| 50 Day M A | 14.3976 | |
| Total Current Liabilities | 166.9 M | |
| Other Operating Expenses | 1.7 B | |
| Non Current Assets Total | 46.8 B | |
| Forward Price Earnings | 23.5849 | |
| Non Currrent Assets Other | -10.2 B | |
| Stock Based Compensation | 212.6 M |
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.