PortfoliosLab logo
Nu Holdings Ltd. (NU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

KYG6683N1034

IPO Date

Dec 9, 2021

Highlights

Market Cap

$56.62B

EPS (TTM)

$0.40

PE Ratio

29.38

Total Revenue (TTM)

$11.77B

Gross Profit (TTM)

$5.43B

EBITDA (TTM)

$3.06B

Year Range

$9.01 - $16.15

Target Price

$14.16

Short %

3.30%

Short Ratio

1.94

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Nu Holdings Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%NovemberDecember2025FebruaryMarchApril
16.26%
18.38%
NU (Nu Holdings Ltd.)
Benchmark (^GSPC)

Returns By Period

Nu Holdings Ltd. had a return of 15.93% year-to-date (YTD) and 10.49% in the last 12 months.


NU

YTD

15.93%

1M

9.98%

6M

-19.61%

1Y

10.49%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of NU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202527.80%-18.81%-4.74%17.29%15.93%
20243.36%28.69%7.67%-8.97%9.39%8.50%-5.90%23.41%-8.82%10.55%-16.96%-17.32%24.37%
202314.25%8.39%-5.56%8.40%30.62%17.06%0.89%-13.94%5.84%13.10%-0.73%2.33%104.67%
2022-20.90%3.10%0.92%-22.15%-36.61%-1.84%12.57%16.39%-10.20%13.64%-11.00%-8.54%-56.61%
2021-9.20%-9.20%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NU is 58, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NU is 5858
Overall Rank
The Sharpe Ratio Rank of NU is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 5555
Sortino Ratio Rank
The Omega Ratio Rank of NU is 5555
Omega Ratio Rank
The Calmar Ratio Rank of NU is 6464
Calmar Ratio Rank
The Martin Ratio Rank of NU is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NU, currently valued at 0.21, compared to the broader market-2.00-1.000.001.002.003.00
NU: 0.21
^GSPC: 0.46
The chart of Sortino ratio for NU, currently valued at 0.60, compared to the broader market-6.00-4.00-2.000.002.004.00
NU: 0.60
^GSPC: 0.77
The chart of Omega ratio for NU, currently valued at 1.08, compared to the broader market0.501.001.502.00
NU: 1.08
^GSPC: 1.11
The chart of Calmar ratio for NU, currently valued at 0.25, compared to the broader market0.001.002.003.004.005.00
NU: 0.25
^GSPC: 0.47
The chart of Martin ratio for NU, currently valued at 0.53, compared to the broader market-5.000.005.0010.0015.0020.00
NU: 0.53
^GSPC: 1.94

The current Nu Holdings Ltd. Sharpe ratio is 0.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Nu Holdings Ltd. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
0.46
NU (Nu Holdings Ltd.)
Benchmark (^GSPC)

Dividends

Dividend History


Nu Holdings Ltd. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.42%
-10.07%
NU (Nu Holdings Ltd.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Nu Holdings Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nu Holdings Ltd. was 72.07%, occurring on Jun 16, 2022. Recovery took 440 trading sessions.

The current Nu Holdings Ltd. drawdown is 24.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.07%Dec 13, 2021129Jun 16, 2022440Mar 19, 2024569
-39.58%Nov 12, 202498Apr 4, 2025
-21.13%Jul 17, 202414Aug 5, 20248Aug 15, 202422
-14.45%Mar 25, 202419Apr 19, 202443Jun 21, 202462
-13.47%Sep 18, 202412Oct 3, 202417Oct 28, 202429

Volatility

Volatility Chart

The current Nu Holdings Ltd. volatility is 17.67%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.67%
14.23%
NU (Nu Holdings Ltd.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Nu Holdings Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items