Added to YB: 2026-08-03
Pitch date: 2026-07-31
NU [bullish]
Nu Holdings Ltd.
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.
Market Cap
$69.2B
Pitch Price
N/A
Price Target
22.00 (+52%)
Dividend
N/A
EV/EBITDA
N/A
P/E
22.11
EV/Sales
N/A
Sector
Banks
Category
growth
New Position: Our Favorite LATAM Bank - $NU
NU (new position): World's largest neobank, 135M+ customers, ~60% Brazil adult penetration. Industry-leading ~30% ROE, 20%+ rev growth to $5.98B in 2026, 15.8x P/E. Bull case: LATAM digital banking runway, fee growth 24% vs peers 11%, Tyme stake upside. PT $22 YE2026 (20x P/E). Risks: asset quality, Brazil elections, regulatory.
Read full article (9 min)