Nu Holdings Stock Fundamentals

NU Stock  USD 11.67  0.01  0.09%   
Nu Holdings fundamentals help investors to digest information that contributes to Nu Holdings' financial success or failures. It also enables traders to predict the movement of Nu Holdings Stock. The fundamental analysis module provides a way to measure Nu Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nu Holdings stock.
At this time, Nu Holdings' Operating Income is comparatively stable compared to the past year. Net Income From Continuing Ops is likely to gain to about 390.6 M in 2024, whereas Total Operating Expenses is likely to drop slightly above 2.1 B in 2024.
  
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Nu Holdings Company Return On Equity Analysis

Nu Holdings' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

 = 

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Nu Holdings Return On Equity

    
  0.21  
Most of Nu Holdings' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nu Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition

Nu Holdings Total Stockholder Equity

Total Stockholder Equity

6.73 Billion

At this time, Nu Holdings' Total Stockholder Equity is comparatively stable compared to the past year.
Based on the latest financial disclosure, Nu Holdings has a Return On Equity of 0.2111. This is 85.44% lower than that of the Banks sector and significantly higher than that of the Financials industry. The return on equity for all United States stocks is 168.1% lower than that of the firm.

Nu Holdings Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Nu Holdings's current stock value. Our valuation model uses many indicators to compare Nu Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nu Holdings competition to find correlations between indicators driving Nu Holdings's intrinsic value. More Info.
Nu Holdings is regarded second in return on equity category among related companies. It is considered to be number one stock in return on asset category among related companies reporting about  0.16  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Nu Holdings is roughly  6.10 . At this time, Nu Holdings' Return On Equity is comparatively stable compared to the past year.Comparative valuation analysis is a catch-all model that can be used if you cannot value Nu Holdings by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Nu Holdings' Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nu Holdings' earnings, one of the primary drivers of an investment's value.

Nu Holdings Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nu Holdings' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Nu Holdings could also be used in its relative valuation, which is a method of valuing Nu Holdings by comparing valuation metrics of similar companies.
Nu Holdings is currently under evaluation in return on equity category among related companies.

Nu Holdings ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Nu Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Nu Holdings' managers, analysts, and investors.
Environmental
Governance
Social

Nu Holdings Fundamentals

About Nu Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Nu Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nu Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nu Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue-9.8 B-9.3 B
Total RevenueB7.4 B
Cost Of Revenue2.3 B2.4 B
Stock Based Compensation To Revenue 0.03  0.03 
Sales General And Administrative To Revenue 0.14  0.13 
Research And Ddevelopement To Revenue 0.00  0.00 
Capex To Revenue(0.03)(0.03)
Revenue Per Share 1.48  0.79 
Ebit Per Revenue 0.22  0.23 

Pair Trading with Nu Holdings

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Nu Holdings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Nu Holdings will appreciate offsetting losses from the drop in the long position's value.

Moving together with Nu Holdings Stock

  0.62KB KB Financial GroupPairCorr
The ability to find closely correlated positions to Nu Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nu Holdings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Nu Holdings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Nu Holdings to buy it.
The correlation of Nu Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Nu Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nu Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Nu Holdings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Nu Holdings is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Nu Holdings Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Nu Holdings Stock. Highlighted below are key reports to facilitate an investment decision about Nu Holdings Stock:
Check out Nu Holdings Piotroski F Score and Nu Holdings Altman Z Score analysis.
For more information on how to buy Nu Holdings Stock please use our How to Invest in Nu Holdings guide.
You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

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Is Nu Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Nu Holdings. If investors know Nu Holdings will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Nu Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.636
Earnings Share
0.26
Revenue Per Share
0.899
Quarterly Revenue Growth
0.797
Return On Assets
0.0346
The market value of Nu Holdings is measured differently than its book value, which is the value of Nu Holdings that is recorded on the company's balance sheet. Investors also form their own opinion of Nu Holdings' value that differs from its market value or its book value, called intrinsic value, which is Nu Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nu Holdings' market value can be influenced by many factors that don't directly affect Nu Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nu Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Nu Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nu Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.