Added to YB: 2026-09-01
Pitch date: 2026-08-30
NU [bullish]
Nu Holdings Ltd.
+1.39%
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
$69.1B
Pitch Price
$14.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
19.48
EV/Sales
N/A
Sector
Banks
Category
growth
The Market Is Ignoring Nubank
NU: Nubank’s $75B valuation implies 18.4% annual EPS growth for a 13% return, modest against revenue growth that reaccelerated to 50% and a $4.24B annualized net-income run rate. Cohort assumptions put current active users at $3.25B of monthly revenue by 2031 versus $4.10B required, with net-new Mexican and Colombian users estimated to provide another $505M. The case hinges on continued monetization and international execution; managerial reporting inflates headline margins.
Read full article (12 min)