Nu Holdings Stock Performance
| NU Stock | USD 13.02 0.97 6.93% |
On a scale of 0 to 100, Nu Holdings holds a performance score of 10. The company owns a Beta (Systematic Risk) of 0.057, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Nu Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Nu Holdings is expected to be smaller as well. 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
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Nu Holdings are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Nu Holdings unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (6.93) | Five Day Return 1.01 | Year To Date Return 22.48 | Ten Year Return 26.04 | All Time Return 26.04 |
1 | Disposition of 1289 shares by Nolan Joseph R Jr of Nu Holdings at 55.8 subject to Rule 16b-3 | 04/29/2025 |
2 | Acquisition by Mchale David R of 9800 shares of Nu Holdings subject to Rule 16b-3 | 06/06/2025 |
3 | JP Morgan Raises Price Target for NU to 16, Maintains Overweight Rating NU Stock News | 06/30/2025 |
4 | Hochuls Balanced Energy Approach Can Be Blueprint for Democrats Opinion | 07/03/2025 |
5 | Shipbuilding rivalry set to intensify in Northeast Asia | 07/08/2025 |
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7 | Wireless Partners and Aspire Hardware Solutions Join Forces to Upgrade Legacy DSL for EarthLinks Subscribers with 70 Million in Next-Gen Networks Featuring Tara... | 07/11/2025 |
8 | Northeast Pension Switches Large-Cap Growth Mgrs. | 07/14/2025 |
9 | Heavy rains and flash flooding sweep across Northeast | 07/15/2025 |
10 | Northeast Foundation Eyes Director For Marketable Investments Portfolio | 07/16/2025 |
11 | Nu Holdings Ltd. Beats Stock Market Upswing What Investors Need to Know | 07/17/2025 |
| Begin Period Cash Flow | 5.9 B |
Nu Holdings | Build AI portfolio with Nu Holdings Stock |
Nu Holdings Relative Risk vs. Return Landscape
If you would invest 1,071 in Nu Holdings on April 20, 2025 and sell it today you would earn a total of 231.00 from holding Nu Holdings or generate 21.57% return on investment over 90 days. Nu Holdings is generating 0.3508% of daily returns and assumes 2.6799% volatility on return distribution over the 90 days horizon. Put differently, 24% of stocks are less risky than Nu Holdings on the basis of their historical return distribution, and some 93% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| 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 = 0.1309
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Estimated Market Risk
| 2.68 actual daily | 24 76% of assets are more volatile |
Expected Return
| 0.35 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Nu Holdings is performing at about 10% 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.
| Return On Equity | 0.28 | ||||
| Return On Asset | 0.0439 | ||||
| Profit Margin | 0.38 % | ||||
| Operating Margin | 0.58 % | ||||
| Current Valuation | 57.48 B | ||||
| Shares Outstanding | 3.77 B | ||||
| Price To Earning | 22.70 X | ||||
| Price To Book | 7.33 X | ||||
| Price To Sales | 11.96 X | ||||
| Revenue | 11.1 B | ||||
| Gross Profit | 5.65 B | ||||
| EBITDA | 2.87 B | ||||
| Net Income | 1.97 B | ||||
| Cash And Equivalents | 1.18 M | ||||
| Cash Per Share | 1.00 X | ||||
| Total Debt | 886.53 M | ||||
| Debt To Equity | 0.13 % | ||||
| Current Ratio | 0.76 X | ||||
| Book Value Per Share | 1.78 X | ||||
| Cash Flow From Operations | 2.4 B | ||||
| Earnings Per Share | 0.44 X | ||||
| Market Capitalization | 67.49 B | ||||
| Total Asset | 49.93 B | ||||
| Retained Earnings | 3.42 B | ||||
| Working Capital | (828.13 M) | ||||
| Current Asset | 2.1 B | ||||
| Current Liabilities | 2.93 B | ||||
About Nu Holdings Performance
Assessing Nu Holdings' fundamental ratios provides investors with valuable insights into Nu Holdings' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nu Holdings is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.25 | 0.27 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.26 | 0.27 |
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 | |
| Nu Holdings reports 886.53 M 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. Note however, debt could still be an excellent tool for Nu Holdings to invest in growth at high rates of return. | |
| Over 80.0% of Nu Holdings shares are owned by institutional investors | |
| Latest headline from zacks.com: Nu Holdings Ltd. Beats Stock Market Upswing What Investors Need to Know |
- 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.
Additional Tools for Nu Holdings Stock Analysis
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.