Added to YB: 2026-06-22
Pitch date: 2026-06-18
NU [bullish]
Nu Holdings Ltd.
Author Info
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Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$61.8B
Pitch Price
N/A
Price Target
20.00 (+57%)
Dividend
N/A
EV/EBITDA
N/A
P/E
19.61
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Banking Without Branches: Why I'm Buying Nubank at $12
NU: Initiating BUY, $20 PT (+67%) on LatAm neobank. ~30% ROE, 25%+ growth, FY25 $15.8B rev/$2.9B NI. Branchless model: $1 cost-to-serve vs $16 ARPAC, 21% NIM, 17.6% efficiency. Growth vectors: Brazil (7% of $100B pool), Mexico breakeven, US charter, NuFormer AI. Risks: credit (NPL 5%, cost +33% QoQ), real FX. ~16x fwd, 5x book.
Read full article (15 min)