Xp Inc Stock Buy Hold or Sell Recommendation
| XP Stock | USD 21.07 0.49 2.27% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Xp Inc is 'Strong Hold'. Macroaxis provides Xp buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Xp positions. The advice algorithm takes into account all of Xp's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Xp's buy or sell advice are summarized below:
Real Value 25.04 | Target Price 27.29 | Hype Value 21.7 | Market Value 21.07 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Xp Inc given historical horizon and risk tolerance towards Xp. When Macroaxis issues a 'buy' or 'sell' recommendation for Xp Inc, the advice is generated through an automated system that utilizes algorithms and statistical models.
Xp |
Execute Xp Buy or Sell Advice
The Xp recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Xp Inc. Macroaxis does not own or have any residual interests in Xp Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Xp's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Xp Trading Alerts and Improvement Suggestions
| Xp Inc generated a negative expected return over the last 90 days | |
| Xp Inc has a strong financial position based on the latest SEC filings | |
| About 70.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Interactive Brokers Group Incs Meteoric Rise Unpacking the 27 percent Surge in Just 3 Months |
Xp Returns Distribution Density
The distribution of Xp's historical returns is an attempt to chart the uncertainty of Xp's future price movements. The chart of the probability distribution of Xp daily returns describes the distribution of returns around its average expected value. We use Xp Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Xp returns is essential to provide solid investment advice for Xp.
| Mean Return | -0.25 | Value At Risk | -3.69 | Potential Upside | 2.64 | Standard Deviation | 1.96 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Xp historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Xp Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Xp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Xp Inc backward and forwards among themselves. Xp's institutional investor refers to the entity that pools money to purchase Xp's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of New York Mellon Corp | 2023-09-30 | 5.8 M | Canada Pension Plan Investment Board | 2023-09-30 | 5.1 M | Durable Capital Partners Lp | 2023-09-30 | 5.1 M | Truxt Investimentos Ltda | 2023-09-30 | 4.9 M | T. Rowe Price Associates, Inc. | 2023-09-30 | 4.6 M | State Street Corporation | 2023-09-30 | 3.6 M | Sharp Capital Gestora De Recursos Ltda. | 2023-09-30 | 3.5 M | Seafarer Capital Partners, Llc | 2023-09-30 | 3.4 M | Ninety One Uk Limited | 2023-09-30 | 2.9 M | Dodge & Cox | 2023-09-30 | 30.3 M | General Atlantic Llc | 2023-09-30 | 29.6 M |
Xp Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 260.9M | 1.8B | 1.1B | 1.2B | 390.2M | 554.8M | |
| Depreciation | 90.7M | 143.3M | 231.7M | 205.9M | 252.4M | 265.0M | |
| Dividends Paid | 325M | 500M | 0.0 | 3.5B | 4.1B | 4.3B | |
| Capital Expenditures | 161.4M | 291.5M | 353.0M | 127.0M | 196.2M | 149.0M | |
| Net Income | 1.5B | 2.4B | 3.8B | 3.4B | 3.9B | 4.1B | |
| Change To Netincome | 144.4M | 174.2M | 733.6M | 185.1M | 212.9M | 173.9M | |
| Investments | (161.4M) | (582.0M) | (1.2B) | (371.3M) | 473.3M | 497.0M | |
| Net Borrowings | 264.9M | (617.6M) | 5.5B | 1.6B | 1.9B | 1.2B | |
| End Period Cash Flow | 887.8M | 2.7B | 3.8B | 5.0B | 3.9B | 2.3B | |
| Free Cash Flow | 1.4B | 1.2B | (4.4B) | 1.7B | 21.5B | 22.6B | |
| Other Non Cash Items | 83.7M | 55.3M | 179.2M | (265.3M) | 434.5M | 456.2M |
Xp Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Xp or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Xp's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Xp stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.33 | |
β | Beta against NYSE Composite | 1.53 | |
σ | Overall volatility | 2.00 | |
Ir | Information ratio | -0.16 |
Xp Volatility Alert
Xp Inc exhibits very low volatility with skewness of -0.19 and kurtosis of 0.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Xp's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Xp's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Xp Implied Volatility
Xp's implied volatility exposes the market's sentiment of Xp Inc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Xp's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Xp stock will not fluctuate a lot when Xp's options are near their expiration.
Xp Fundamentals Vs Peers
Comparing Xp's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Xp's direct or indirect competition across all of the common fundamentals between Xp and the related equities. This way, we can detect undervalued stocks with similar characteristics as Xp or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Xp's fundamental indicators could also be used in its relative valuation, which is a method of valuing Xp by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Xp to competition |
| Fundamentals | Xp | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.0177 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.27 % | (5.51) % |
| Current Valuation | (26.74 B) | 16.62 B |
| Shares Outstanding | 436.78 M | 571.82 M |
| Shares Owned By Insiders | 7.89 % | 10.09 % |
| Shares Owned By Institutions | 69.75 % | 39.21 % |
| Number Of Shares Shorted | 18.11 M | 4.71 M |
| Price To Earning | 14.35 X | 28.72 X |
| Price To Book | 3.34 X | 9.51 X |
| Price To Sales | 0.90 X | 11.42 X |
| Revenue | 15.06 B | 9.43 B |
| Gross Profit | 9.07 B | 27.38 B |
| EBITDA | 4.9 B | 3.9 B |
| Net Income | 3.9 B | 570.98 M |
| Cash And Equivalents | 98.87 B | 2.7 B |
| Cash Per Share | 178.33 X | 5.01 X |
| Total Debt | 61.76 B | 5.32 B |
| Debt To Equity | 4.36 % | 48.70 % |
| Current Ratio | 1.29 X | 2.16 X |
| Book Value Per Share | 35.46 X | 1.93 K |
| Cash Flow From Operations | 21.75 B | 971.22 M |
| Short Ratio | 3.01 X | 4.00 X |
| Earnings Per Share | 1.40 X | 3.12 X |
| Price To Earnings To Growth | 112.40 X | 4.89 X |
| Target Price | 28.96 | |
| Beta | 1.67 | -0.15 |
| Market Capitalization | 11.9 B | 19.03 B |
| Total Asset | 249.04 B | 29.47 B |
| Working Capital | (30.69 B) | 1.48 B |
| Annual Yield | 0.06 % | |
| Net Asset | 249.04 B |
Xp Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Xp . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 159286.0 | |||
| Daily Balance Of Power | (0.68) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 21.35 | |||
| Day Typical Price | 21.26 | |||
| Price Action Indicator | (0.52) | |||
| Period Momentum Indicator | (0.49) | |||
| Relative Strength Index | 26.55 |
About Xp Buy or Sell Advice
When is the right time to buy or sell Xp Inc? Buying financial instruments such as Xp Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 14.4B | 17.0B | 19.4B | 20.4B | Total Current Liabilities | 75.4B | 98.5B | 56.7B | 36.6B |
Use Investing Ideas to Build Portfolios
In addition to having Xp in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Marijuana
Small and mid-cap equities that are involved in production and delivery of Marijuana products. This theme is designed for investors that are willing to accept higher levels of market risk inherited by Marijuana production in the United States. The Marijuana theme has 49 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Marijuana Theme or any other thematic opportunities.
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Check out Xp Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
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When running Xp's price analysis, check to measure Xp's 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 Xp is operating at the current time. Most of Xp's value examination focuses on studying past and present price action to predict the probability of Xp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Xp's price. Additionally, you may evaluate how the addition of Xp to your portfolios can decrease your overall portfolio volatility.
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Is Xp's 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 Xp. If investors know Xp 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 Xp 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 0.355 | Dividend Share 6.357 | Earnings Share 1.4 | Revenue Per Share 26.383 | Quarterly Revenue Growth 0.281 |
The market value of Xp Inc is measured differently than its book value, which is the value of Xp that is recorded on the company's balance sheet. Investors also form their own opinion of Xp's value that differs from its market value or its book value, called intrinsic value, which is Xp's 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 Xp's market value can be influenced by many factors that don't directly affect Xp's 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 Xp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Xp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xp's 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.