Nu Holdings Stock Performance

NU Stock  USD 10.84  0.11  1.00%   
On a scale of 0 to 100, Nu Holdings holds a performance score of 11. The company owns a Beta (Systematic Risk) of 1.3, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Nu Holdings will likely underperform. Please check Nu Holdings' potential upside, and the relationship between the jensen alpha and accumulation distribution , to make a quick decision on whether Nu Holdings' current price history will revert.

Risk-Adjusted Performance

11 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in Nu Holdings are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively fragile basic indicators, Nu Holdings unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

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All Time Return
Disposition of 2488 shares by Schweiger Werner J of Nu Holdings at 55.8 subject to Rule 16b-3
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Begin Period Cash Flow4.2 B
Free Cash Flow8.5 B

Nu Holdings Relative Risk vs. Return Landscape

If you would invest  905.00  in Nu Holdings on January 18, 2024 and sell it today you would earn a total of  179.00  from holding Nu Holdings or generate 19.78% return on investment over 90 days. Nu Holdings is generating 0.3142% of daily returns and assumes 2.1499% volatility on return distribution over the 90 days horizon. Put differently, 19% of stocks are less risky than Nu Holdings on the basis of their historical return distribution, and some 94% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Expected Return   
Allowing for the 90-day total investment horizon Nu Holdings is expected to generate 3.43 times more return on investment than the market. However, the company is 3.43 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 per unit of risk.

Nu Holdings Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Nu Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Nu Holdings, and traders can use it to determine the average amount a Nu Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1461

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Estimated Market Risk

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81% of assets are more volatile

Expected Return

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94% of assets have higher returns

Risk-Adjusted Return

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89% of assets perform better
Based on monthly moving average Nu Holdings is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nu Holdings by adding it to a well-diversified portfolio.

Nu Holdings Fundamentals Growth

Nu Holdings Stock prices reflect investors' perceptions of the future prospects and financial health of Nu Holdings, and Nu Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nu Holdings Stock performance.

About Nu Holdings Performance

To evaluate Nu Holdings Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Nu Holdings generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Nu Holdings Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Nu Holdings market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Nu Holdings's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 818.45  777.52 
Return On Tangible Assets 0.02  0.03 
Return On Capital Employed 0.04  0.04 
Return On Assets 0.02  0.03 
Return On Equity 0.16  0.17 

Things to note about Nu Holdings performance evaluation

Checking the ongoing alerts about Nu Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Nu Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Nu Holdings is unlikely to experience financial distress in the next 2 years
The company reports 1.17 B of total liabilities with total debt to equity ratio (D/E) of 0.13, which may suggest the company is not taking enough advantage from financial leverage. Nu Holdings has a current ratio of 0.74, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Nu Holdings until it has trouble settling it off, either with new capital or with free cash flow. So, Nu Holdings' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Nu Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Nu Holdings to invest in growth at high rates of return. When we think about Nu Holdings' use of debt, we should always consider it together with cash and equity.
Nu Holdings has a strong financial position based on the latest SEC filings
About 71.0% of Nu Holdings shares are owned by institutional investors
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Evaluating Nu Holdings' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nu Holdings' stock performance include:
  • Analyzing Nu Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nu Holdings' stock is overvalued or undervalued compared to its peers.
  • Examining Nu Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Nu Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nu Holdings' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Nu Holdings' stock. These opinions can provide insight into Nu Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Nu Holdings' stock performance is not an exact science, and many factors can impact Nu Holdings' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nu Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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When running Nu Holdings' price analysis, check to measure Nu Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nu Holdings is operating at the current time. Most of Nu Holdings' value examination focuses on studying past and present price action to predict the probability of Nu Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nu Holdings' price. Additionally, you may evaluate how the addition of Nu Holdings to your portfolios can decrease your overall portfolio volatility.
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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.
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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.