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BBD vs. NU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BBD and NU is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

Performance

BBD vs. NU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Banco Bradesco S.A. (BBD) and Nu Holdings Ltd. (NU). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%December2025FebruaryMarchAprilMay
-16.39%
20.72%
BBD
NU

Key characteristics

Sharpe Ratio

BBD:

-0.12

NU:

0.30

Sortino Ratio

BBD:

0.06

NU:

0.71

Omega Ratio

BBD:

1.01

NU:

1.10

Calmar Ratio

BBD:

-0.04

NU:

0.37

Martin Ratio

BBD:

-0.23

NU:

0.77

Ulcer Index

BBD:

18.44%

NU:

18.98%

Daily Std Dev

BBD:

33.86%

NU:

48.34%

Max Drawdown

BBD:

-100.00%

NU:

-72.07%

Current Drawdown

BBD:

-100.00%

NU:

-21.52%

Fundamentals

Market Cap

BBD:

$24.41B

NU:

$59.99B

EPS

BBD:

$0.27

NU:

$0.40

PE Ratio

BBD:

8.89

NU:

31.13

PS Ratio

BBD:

0.30

NU:

10.88

PB Ratio

BBD:

0.87

NU:

7.85

Total Revenue (TTM)

BBD:

$64.86B

NU:

$11.77B

Gross Profit (TTM)

BBD:

$114.81B

NU:

$5.43B

EBITDA (TTM)

BBD:

$36.99M

NU:

$3.06B

Returns By Period

In the year-to-date period, BBD achieves a 29.16% return, which is significantly higher than NU's 20.37% return.


BBD

YTD

29.16%

1M

7.31%

6M

2.22%

1Y

-4.31%

5Y*

0.30%

10Y*

-5.72%

NU

YTD

20.37%

1M

29.90%

6M

-13.22%

1Y

6.76%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BBD vs. NU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBD
The Risk-Adjusted Performance Rank of BBD is 4242
Overall Rank
The Sharpe Ratio Rank of BBD is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of BBD is 3838
Sortino Ratio Rank
The Omega Ratio Rank of BBD is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BBD is 4848
Calmar Ratio Rank
The Martin Ratio Rank of BBD is 4646
Martin Ratio Rank

NU
The Risk-Adjusted Performance Rank of NU is 6060
Overall Rank
The Sharpe Ratio Rank of NU is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 5656
Sortino Ratio Rank
The Omega Ratio Rank of NU is 5757
Omega Ratio Rank
The Calmar Ratio Rank of NU is 6767
Calmar Ratio Rank
The Martin Ratio Rank of NU is 6060
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.

BBD vs. NU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Banco Bradesco S.A. (BBD) 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.


The chart of Sharpe ratio for BBD, currently valued at -0.12, compared to the broader market-2.00-1.000.001.002.003.00
BBD: -0.12
NU: 0.28
The chart of Sortino ratio for BBD, currently valued at 0.06, compared to the broader market-6.00-4.00-2.000.002.004.00
BBD: 0.06
NU: 0.69
The chart of Omega ratio for BBD, currently valued at 1.01, compared to the broader market0.501.001.502.00
BBD: 1.01
NU: 1.10
The chart of Calmar ratio for BBD, currently valued at -0.08, compared to the broader market0.001.002.003.004.005.00
BBD: -0.08
NU: 0.35
The chart of Martin ratio for BBD, currently valued at -0.23, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
BBD: -0.23
NU: 0.72

The current BBD Sharpe Ratio is -0.12, which is lower than the NU Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of BBD and NU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00December2025FebruaryMarchAprilMay
-0.12
0.28
BBD
NU

Dividends

BBD vs. NU - Dividend Comparison

BBD's dividend yield for the trailing twelve months is around 9.84%, while NU has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BBD
Banco Bradesco S.A.
9.84%7.75%9.69%2.95%5.79%2.63%5.57%3.08%3.67%4.57%8.49%3.37%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBD vs. NU - Drawdown Comparison

The maximum BBD drawdown since its inception was -100.00%, which is greater than NU's maximum drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for BBD and NU. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-36.63%
-21.52%
BBD
NU

Volatility

BBD vs. NU - Volatility Comparison

The current volatility for Banco Bradesco S.A. (BBD) is 11.42%, while Nu Holdings Ltd. (NU) has a volatility of 13.15%. This indicates that BBD experiences smaller price fluctuations and is considered to be less risky than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
11.42%
13.15%
BBD
NU

Financials

BBD vs. NU - Financials Comparison

This section allows you to compare key financial metrics between Banco Bradesco S.A. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20212022202320242025
21.51B
2.99B
(BBD) Total Revenue
(NU) Total Revenue
Values in USD except per share items

BBD vs. NU - Profitability Comparison

The chart below illustrates the profitability comparison between Banco Bradesco S.A. and Nu Holdings Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
45.6%
(BBD) Gross Margin
(NU) Gross Margin
BBD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Banco Bradesco S.A. reported a gross profit of 21.51B and revenue of 21.51B. Therefore, the gross margin over that period was 100.0%.
NU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported a gross profit of 1.36B and revenue of 2.99B. Therefore, the gross margin over that period was 45.6%.
BBD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Banco Bradesco S.A. reported an operating income of 5.31B and revenue of 21.51B, resulting in an operating margin of 24.7%.
NU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported an operating income of 767.45M and revenue of 2.99B, resulting in an operating margin of 25.7%.
BBD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Banco Bradesco S.A. reported a net income of 4.15B and revenue of 21.51B, resulting in a net margin of 19.3%.
NU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported a net income of 552.64M and revenue of 2.99B, resulting in a net margin of 18.5%.