Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-21
NU [neutral]
Nu Holdings Ltd.
-1.95%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$81.5B
Pitch Price
$17.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
32.61
EV/Sales
N/A
Sector
Banks
Category
growth
White Falcon Capital Management Portfolio Holding: Nu Holdings Ltd.
NU (holding update): Growing 30% with 30% ROE yet trades at high teens P/E vs typical huge multiples for similar growth. Market treats it like regular Brazil bank vs high-quality tech-enabled compounder. Expansion in Mexico/Colombia + growing revenue per user in Brazil + operating leverage = likely 30%+ earnings growth for years.
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