Company Analysis Nu Holdings Ltd.
1. Summary
Advantages
- The stock's return over the last year (78.09%) is higher than the sector average (-31.1%).
- Current debt level 3.11% is below 100% and has decreased over 5 years from 4.14%.
- The company's current efficiency (ROE=16.09%) is higher than the sector average (ROE=-0.194%)
Disadvantages
- Price (14.39 $) is higher than fair price (3.84 $)
- Dividends (0%) are below the sector average (1.24%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Nu Holdings Ltd. | High Tech | Index | |
|---|---|---|---|
| 7 days | -6.4% | 6.6% | 0.6% |
| 90 days | 19.7% | -49.3% | 7% |
| 1 year | 78.1% | -31.1% | 31.9% |
NU vs Sector: Nu Holdings Ltd. has outperformed the "High Tech" sector by 109.19% over the past year.
NU vs Market: Nu Holdings Ltd. has outperformed the market by 46.21% over the past year.
Stable price: NU is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: NU with weekly volatility of 1.5% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (14.39 $) is higher than the fair price (3.84 $).
Price is higher than fair: The current price (14.39 $) is 73.3% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (39.12) is lower than that of the sector as a whole (76.3).
P/E vs Market: The company's P/E (39.12) is lower than that of the market as a whole (47.41).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (6.29) is higher than that of the sector as a whole (5.47).
P/BV vs Market: The company's P/BV (6.29) is lower than that of the market as a whole (22.54).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (5.75) is higher than that of the sector as a whole (3.64).
P/S vs Market: The company's P/S indicator (5.75) is lower than that of the market as a whole (15.1).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (22.11) is higher than that of the sector as a whole (17.73).
EV/Ebitda vs Market: The company's EV/Ebitda (22.11) is higher than that of the market as a whole (22.02).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -241.62% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-241.62%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-1580.67%).
5.4. ROE
ROE vs Sector: The company's ROE (16.09%) is higher than that of the sector as a whole (-0.194%).
ROE vs Market: The company's ROE (16.09%) is lower than that of the market as a whole (16.9%).
5.5. ROA
ROA vs Sector: The company's ROA (2.38%) is higher than that of the sector as a whole (-0.8172%).
ROA vs Market: The company's ROA (2.38%) is lower than that of the market as a whole (6.57%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is higher than that of the sector as a whole (-10.19%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '1.24%.
7.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (0%) are at an uncomfortable level.
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