Added to YB: 2026-08-25
Pitch date: 2026-08-20
NU [neutral]
Nu Holdings Ltd.
+2.86%
current return
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
$70.4B
Pitch Price
$14.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
19.86
EV/Sales
N/A
Sector
Banks
Category
growth
Show full summary:
NU’s Customers Are Getting More Valuable, Again
NU (overview): Cohort ARPAC rising—mature cohort $30.80/mo (vs $27.30 YoY), overall $17.10 (+40% YoY). 139M customers (+16M YoY), cost to serve ~$1. Aging existing base alone could yield $47B annual rev by 2031, 3x 2025's $15.8B, no new customers needed. Risk: elevated 90+ NPLs, macro/FX/credit volatility.
Read full article (5 min)