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

Company Info

ISINKYG6683N1034
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$58.38B
EPS$0.21
PE Ratio58.33
Revenue (TTM)$3.71B
Gross Profit (TTM)$1.84B
Year Range$4.29 - $12.39
Target Price$11.25
Short %2.38%
Short Ratio1.82

Share Price Chart


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Nu Holdings Ltd.

Popular comparisons: NU vs. SOFI, NU vs. ALLY, NU vs. TLRY, NU vs. METC, NU vs. WPC, NU vs. VOO, NU vs. NNN, NU vs. PFE, NU vs. FAT, NU vs. CSPX.L

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.


-30.00%-20.00%-10.00%0.00%10.00%20.00%OctoberNovemberDecember2024FebruaryMarch
15.68%
12.45%
NU (Nu Holdings Ltd.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Nu Holdings Ltd. had a return of 43.46% year-to-date (YTD) and 174.08% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date43.46%10.04%
1 month11.47%3.53%
6 months68.31%22.79%
1 year174.08%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.36%28.69%
2023-13.94%5.84%13.10%-0.73%2.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
NU
Nu Holdings Ltd.
4.57
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Nu Holdings Ltd. Sharpe ratio is 4.57. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00OctoberNovemberDecember2024FebruaryMarch
4.57
2.76
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.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.45%
0
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 2.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.07%Dec 13, 2021129Jun 16, 2022440Mar 19, 2024569
-2.45%Mar 25, 20243Mar 27, 2024

Volatility

Volatility Chart

The current Nu Holdings Ltd. volatility is 8.04%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
8.04%
2.82%
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

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Income Statement


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TTM
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EBIT

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Other Non-Operating Income (Expenses)

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Non Recurring

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Minority Interest

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Values in undefined except per share items