Added to YB: 2026-03-12
Pitch date: 2026-03-08
NU [neutral]
Nu Holdings Ltd.
-3.05%
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
$72.3B
Pitch Price
$14.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
25.45
EV/Sales
N/A
Sector
Banks
Category
growth
Nu: Brazil's radical upstart bank
NU (overview): Latin American neobank disrupting Brazilian banking oligopoly w/ 127M customers. Cost to service $0.90/customer vs $12-$15 incumbents. 31% ROE vs ~12% sector avg. NPS in 90s. Expanding to Mexico (13M customers in 2yrs) & Colombia. Received US bank charter approval for remittance corridor. 7x P/B vs JPMorgan 1.2-2.5x, but operates more like high-margin software biz.
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