Xp Inc Stock Buy Hold or Sell Recommendation
| XP Stock | USD 14.67 0.78 5.62% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Xp Inc is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated analysis based on historical performance and your stated risk tolerance. It serves as guidance on whether to purchase or sell Xp Inc within the specified time frame.
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. Note, we conduct extensive research on individual companies such as Xp and provide practical buy, sell, or hold advice based on investors' constraints. Xp Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
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 Buy
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Xp Trading Alerts and Improvement Suggestions
| Over 89.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from businesswire.com: Securities Fraud Investigation Into XP Inc. Announced Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz |
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 | 0.14 | Value At Risk | -2.96 | Potential Upside | 4.84 | Standard Deviation | 2.44 |
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
The Xp's institutional investors refer to entities that pool money to purchase Xp's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 6 M | Canada Pension Plan Investment Board | 2024-12-31 | 5.6 M | Norges Bank | 2024-12-31 | 5 M | Sands Capital Management, Llc | 2024-12-31 | 4.9 M | Geode Capital Management, Llc | 2024-12-31 | 4.5 M | Fisher Asset Management, Llc | 2024-12-31 | 4.4 M | Seafarer Capital Partners, Llc | 2024-12-31 | 4.1 M | Voloridge Investment Management, Llc | 2024-12-31 | 3.7 M | Wellington Management Company Llp | 2024-12-31 | 3.7 M | Blackrock Inc | 2024-12-31 | 45.2 M | Dodge & Cox | 2024-12-31 | 43.2 M |
Xp Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 1.8B | 1.1B | 1.2B | 4.2B | 3.7B | 3.9B | |
| Free Cash Flow | 1.2B | (4.4B) | 1.7B | 7.9B | 11.0B | 11.6B | |
| Other Non Cash Items | 55.3M | 179.2M | 426.7M | (21.5M) | 1.5B | 1.5B | |
| Capital Expenditures | 291.5M | 353.0M | 127.0M | 196.2M | 144.8M | 138.2M | |
| Net Income | 2.4B | 3.8B | 3.4B | 3.9B | 4.5B | 4.7B | |
| End Period Cash Flow | 2.7B | 3.8B | 5.0B | 9.2B | 12.9B | 13.6B | |
| Depreciation | 143.3M | 231.7M | 205.9M | 252.4M | 265.3M | 278.6M | |
| Dividends Paid | 325M | 500M | 0.0 | 3.5B | 2.0B | 2.1B | |
| Change To Netincome | 144.4M | 174.2M | 733.6M | 185.1M | 212.9M | 173.9M | |
| Investments | (582.0M) | (1.2B) | (371.3M) | 473.3M | 426.0M | 447.3M | |
| Net Borrowings | 264.9M | (617.6M) | 5.5B | 1.6B | 1.9B | 1.2B |
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 Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.55 | |
σ | Overall volatility | 2.53 | |
Ir | Information ratio | 0.11 |
Xp Volatility Alert
Xp Inc currently demonstrates below-average downside deviation. It has Information Ratio of 0.11 and Jensen Alpha of 0.21. 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 | 0.23 | -0.31 |
| Return On Asset | 0.0151 | -0.14 |
| Profit Margin | 0.28 % | (1.27) % |
| Operating Margin | 0.31 % | (5.51) % |
| Current Valuation | 7.2 B | 16.62 B |
| Shares Outstanding | 434.05 M | 571.82 M |
| Shares Owned By Insiders | 7.89 % | 10.09 % |
| Shares Owned By Institutions | 88.65 % | 39.21 % |
| Number Of Shares Shorted | 16.33 M | 4.71 M |
| Price To Earning | 14.35 X | 28.72 X |
| Price To Book | 2.16 X | 9.51 X |
| Price To Sales | 0.46 X | 11.42 X |
| Revenue | 16.25 B | 9.43 B |
| Gross Profit | 11.19 B | 27.38 B |
| EBITDA | 3.55 B | 3.9 B |
| Net Income | 4.51 B | 570.98 M |
| Cash And Equivalents | 98.87 B | 2.7 B |
| Cash Per Share | 178.33 X | 5.01 X |
| Total Debt | 27.3 B | 5.32 B |
| Debt To Equity | 4.36 % | 48.70 % |
| Current Ratio | 1.29 X | 2.16 X |
| Book Value Per Share | 37.30 X | 1.93 K |
| Cash Flow From Operations | 11.18 B | 971.22 M |
| Short Ratio | 2.28 X | 4.00 X |
| Earnings Per Share | 1.41 X | 3.12 X |
| Price To Earnings To Growth | 112.40 X | 4.89 X |
| Target Price | 17.48 | |
| Beta | 1.61 | -0.15 |
| Market Capitalization | 7.46 B | 19.03 B |
| Total Asset | 347.46 B | 29.47 B |
| Retained Earnings | 19.45 B | 9.33 B |
| Working Capital | (26.61 B) | 1.48 B |
| Annual Yield | 0.05 % |
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 | 1.1 M | |||
| Daily Balance Of Power | 1.114286 | |||
| Rate Of Daily Change | 1.06 | |||
| Day Median Price | 14.42 | |||
| Day Typical Price | 14.5 | |||
| Price Action Indicator | 0.64 | |||
| Period Momentum Indicator | 0.78 |
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.
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?
Run Size And Style ETFs Thematic Idea Now
Size And Style ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1205 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 Size And Style ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for Xp Stock Analysis
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.