AVDX vs. NU
AVDX (AvidXchange Holdings, Inc.) and NU (Nu Holdings Ltd.) are both stocks. AVDX operates in Software - Infrastructure (Technology), while NU operates in Banks - Diversified (Financial Services). At a 0.37 correlation, their price movements are largely independent.
Performance
AVDX vs. NU - Performance Comparison
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Returns By Period
AVDX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NU
- 1D
- -3.09%
- 1M
- -15.94%
- YTD
- -30.70%
- 6M
- -30.20%
- 1Y
- -4.53%
- 3Y*
- 15.70%
- 5Y*
- —
- 10Y*
- —
AVDX vs. NU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVDX AvidXchange Holdings, Inc. | 0.00% | -3.29% | -16.55% | 24.65% | -34.00% | -14.84% |
NU Nu Holdings Ltd. | -30.70% | 61.58% | 24.37% | 104.67% | -56.61% | -9.20% |
Correlation
The correlation between AVDX and NU is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021 | 0.37 |
The correlation between AVDX and NU shifts across timeframes, from 0.18 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AVDX:
$2.07B
NU:
$56.96B
AVDX:
-$0.04
NU:
$0.65
AVDX:
4.63
NU:
3.24
AVDX:
3.01
NU:
4.52
AVDX:
$446.72M
NU:
$17.54B
AVDX:
$323.96M
NU:
$7.67B
AVDX:
$36.84M
NU:
$4.14B
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Return for Risk
AVDX vs. NU — Risk / Return Rank
AVDX
NU
AVDX vs. NU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvidXchange Holdings, Inc. (AVDX) and Nu Holdings Ltd. (NU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| AVDX | NU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.05 | — |
Drawdowns
AVDX vs. NU - Drawdown Comparison
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Drawdown Indicators
| AVDX | NU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -72.07% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -38.17% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -39.58% | — |
Current DrawdownCurrent decline from peak | — | -38.17% | — |
Average DrawdownAverage peak-to-trough decline | — | -29.77% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 14.69% | — |
Volatility
AVDX vs. NU - Volatility Comparison
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Volatility by Period
| AVDX | NU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 14.24% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 28.87% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 39.10% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 58.43% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 58.43% | — |
Dividends
AVDX vs. NU - Dividend Comparison
Neither AVDX nor NU has paid dividends to shareholders.
Financials
AVDX vs. NU - Financials Comparison
This section allows you to compare key financial metrics between AvidXchange Holdings, Inc. and Nu Holdings Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVDX vs. NU - Profitability Comparison
AVDX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a gross profit of 79.62M and revenue of 110.57M. Therefore, the gross margin over that period was 72.0%.
NU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a gross profit of 2.00B and revenue of 4.98B. Therefore, the gross margin over that period was 40.2%.
AVDX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported an operating income of -12.41M and revenue of 110.57M, resulting in an operating margin of -11.2%.
NU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported an operating income of 954.31M and revenue of 4.98B, resulting in an operating margin of 19.2%.
AVDX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a net income of -9.46M and revenue of 110.57M, resulting in a net margin of -8.6%.
NU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nu Holdings Ltd. reported a net income of 872.06M and revenue of 4.98B, resulting in a net margin of 17.5%.
Frequently Asked Questions
AVDX and NU have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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