Nu Holdings Stock Performance
| NU Stock | USD 12.53 1.00 7.39% |
The company owns a Beta (Systematic Risk) of 1.17, 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. At this point, Nu Holdings has a negative expected return of -0.23%. Please make sure to verify Nu Holdings' treynor ratio, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Nu Holdings performance from the past will be repeated at future time.
Risk-Adjusted Performance
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Over the last 90 days Nu Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in December 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return (7.39) | Five Day Return (10.24) | Year To Date Return 54.12 | Ten Year Return 21.3 | All Time Return 21.3 |
1 | Nu Holdings Ltd. Q3 2024 Earnings Call Transcript | 11/15/2024 |
2 | This Hot Buffett Growth Stock Is Up 64 percent This Year, and It Can Supercharge Your Portfolio | 11/20/2024 |
3 | Nu Holdings Stock Surges 5 percent Amid Strong Financial Performance | 11/22/2024 |
4 | US Mortgage Corporation Welcomes Paul Laprade as SVP, Divisional Manager to Lead Expansion in the Northeast | 11/25/2024 |
5 | Northeast University Eyes Quantitative Analyst | 11/26/2024 |
6 | What Makes the Eastern U.S. Drought Different from the Wests | 11/27/2024 |
| Begin Period Cash Flow | 4.2 B |
Nu Holdings |
Nu Holdings Relative Risk vs. Return Landscape
If you would invest 1,484 in Nu Holdings on September 1, 2024 and sell it today you would lose (231.00) from holding Nu Holdings or give up 15.57% of portfolio value over 90 days. Nu Holdings is generating negative expected returns and assumes 2.7018% 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 99% 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 = -0.0858
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| Negative Returns | NU |
Estimated Market Risk
| 2.7 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nu Holdings is not performing at its full potential. However, 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 Nu Holdings 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 | 0.26 | ||||
| Return On Asset | 0.0422 | ||||
| Profit Margin | 0.34 % | ||||
| Operating Margin | 0.51 % | ||||
| Current Valuation | 59.11 B | ||||
| Shares Outstanding | 3.76 B | ||||
| Price To Earning | 22.70 X | ||||
| Price To Book | 8.51 X | ||||
| Price To Sales | 12.33 X | ||||
| Revenue | 7.01 B | ||||
| Gross Profit | 1.84 B | ||||
| EBITDA | 1.6 B | ||||
| Net Income | 1.03 B | ||||
| Cash And Equivalents | 1.18 M | ||||
| Cash Per Share | 1.00 X | ||||
| Total Debt | 1.17 B | ||||
| Debt To Equity | 0.13 % | ||||
| Current Ratio | 0.76 X | ||||
| Book Value Per Share | 1.59 X | ||||
| Cash Flow From Operations | 1.27 B | ||||
| Earnings Per Share | 0.36 X | ||||
| Market Capitalization | 65.03 B | ||||
| Total Asset | 43.35 B | ||||
| Retained Earnings | 329.47 M | ||||
| 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 | 0.02 | 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 generated a negative expected return over the last 90 days | |
| Nu Holdings 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. Note however, debt could still be an excellent tool for Nu Holdings to invest in growth at high rates of return. | |
| Nu Holdings has a strong financial position based on the latest SEC filings | |
| Over 84.0% of Nu Holdings shares are owned by institutional investors | |
| Latest headline from scientificamerican.com: What Makes the Eastern U.S. Drought Different from the Wests |
- 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.