Added to YB: 2025-05-13
Pitch date: 2025-05-13
NU [bullish]
Nu Holdings Ltd.
+19.73%
current return
Author Info
No bio for this author
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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
$73.6B
Pitch Price
$12.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
20.75
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
Why I, A Former Nubank Skeptic, Am Now Looking For Shares To Triple
NU: Ex-skeptic turns bull. LatAm digital bank, 120M customers, servicing at 1/11th incumbent cost. 60% ROE Brazil (28% blended, diluted by Mexico/Colombia), 23.5% NIM, Capital One-trained underwriting, 21% loans/deposits. Founder owns 20%. Sees $30-45 by 2030 vs $11 entry (triple). Risks: FX optics, key-man.
Read full article (26 min)