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FAT vs. NU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FAT vs. NU - Performance Comparison

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

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Returns By Period

In the year-to-date period, FAT achieves a -48.32% return, which is significantly lower than NU's -28.73% return.


FAT

1D
0.00%
1M
0.00%
YTD
-48.32%
6M
-73.93%
1Y
-92.54%
3Y*
-62.32%
5Y*
-48.69%
10Y*

NU

1D
-8.16%
1M
-17.38%
YTD
-28.73%
6M
-32.25%
1Y
-0.58%
3Y*
19.62%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAT vs. NU - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FAT
FAT Brands Inc.
-48.32%-89.39%-3.66%32.64%-50.03%1.63%
NU
Nu Holdings Ltd.
-28.73%61.58%24.37%104.67%-56.61%-9.20%

Correlation

The correlation between FAT and NU is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2021

0.14

Fundamentals

Market Cap

FAT:

$2.91M

NU:

$58.58B

EPS

FAT:

-$12.65

NU:

$0.65

PS Ratio

FAT:

0.01

NU:

3.34

Total Revenue (TTM)

FAT:

$574.14M

NU:

$17.54B

Gross Profit (TTM)

FAT:

$157.40M

NU:

$7.67B

EBITDA (TTM)

FAT:

-$45.08M

NU:

$4.14B

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Return for Risk

FAT vs. NU — Risk / Return Rank

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

FAT
FAT Risk / Return Rank: 33
Overall Rank
FAT Sharpe Ratio Rank: 55
Sharpe Ratio Rank
FAT Sortino Ratio Rank: 11
Sortino Ratio Rank
FAT Omega Ratio Rank: 00
Omega Ratio Rank
FAT Calmar Ratio Rank: 22
Calmar Ratio Rank
FAT Martin Ratio Rank: 88
Martin Ratio Rank

NU
NU Risk / Return Rank: 3838
Overall Rank
NU Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
NU Sortino Ratio Rank: 3636
Sortino Ratio Rank
NU Omega Ratio Rank: 3434
Omega Ratio Rank
NU Calmar Ratio Rank: 3939
Calmar Ratio Rank
NU Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FAT vs. NU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FAT Brands Inc. (FAT) 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.


FATNUDifference

Sharpe ratio

Return per unit of total volatility

-0.95

-0.02

-0.94

Sortino ratio

Return per unit of downside risk

-2.54

0.25

-2.79

Omega ratio

Gain probability vs. loss probability

0.56

1.03

-0.48

Calmar ratio

Return relative to maximum drawdown

-0.99

-0.02

-0.97

Martin ratio

Return relative to average drawdown

-1.38

-0.05

-1.34

FAT vs. NU - Sharpe Ratio Comparison

The current FAT Sharpe Ratio is -0.95, which is lower than the NU Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of FAT and NU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FATNUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

-0.02

-0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.41

0.06

-0.47

Drawdowns

FAT vs. NU - Drawdown Comparison

The maximum FAT drawdown since its inception was -97.48%, which is greater than NU's maximum drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for FAT and NU.


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Drawdown Indicators


FATNUDifference

Max Drawdown

Largest peak-to-trough decline

-97.48%

-72.07%

-25.41%

Max Drawdown (1Y)

Largest decline over 1 year

-94.21%

-36.41%

-57.80%

Max Drawdown (3Y)

Largest decline over 3 years

-96.59%

-39.58%

-57.01%

Max Drawdown (5Y)

Largest decline over 5 years

-97.48%

Current Drawdown

Current decline from peak

-97.48%

-36.41%

-61.07%

Average Drawdown

Average peak-to-trough decline

-49.83%

-29.74%

-20.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

67.25%

13.93%

+53.32%

Volatility

FAT vs. NU - Volatility Comparison

The current volatility for FAT Brands Inc. (FAT) is 0.00%, while Nu Holdings Ltd. (NU) has a volatility of 13.41%. This indicates that FAT 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.


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Volatility by Period


FATNUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

13.41%

-13.41%

Volatility (6M)

Calculated over the trailing 6-month period

97.93%

28.38%

+69.55%

Volatility (1Y)

Calculated over the trailing 1-year period

97.68%

38.61%

+59.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.34%

58.47%

+7.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.28%

58.47%

+18.81%

Dividends

FAT vs. NU - Dividend Comparison

Neither FAT nor NU has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
FAT
FAT Brands Inc.
0.00%0.00%10.53%9.24%10.92%4.91%0.00%2.64%7.66%
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

FAT vs. NU - Financials Comparison

This section allows you to compare key financial metrics between FAT Brands 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.


Quarterly
Annual

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


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
140.01M
4.98B
(FAT) Total Revenue
(NU) Total Revenue
Values in USD except per share items

FAT vs. NU - Profitability Comparison

The chart below illustrates the profitability comparison between FAT Brands Inc. 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

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
26.8%
40.2%
Portfolio components
FAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FAT Brands Inc. reported a gross profit of 37.49M and revenue of 140.01M. Therefore, the gross margin over that period was 26.8%.

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%.

FAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FAT Brands Inc. reported an operating income of -17.34M and revenue of 140.01M, resulting in an operating margin of -12.4%.

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%.

FAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FAT Brands Inc. reported a net income of -58.22M and revenue of 140.01M, resulting in a net margin of -41.6%.

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


FAT and NU have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NU has higher volatility (13.41%) compared to FAT (0.00%). In terms of maximum drawdown, FAT dropped -97.48% vs NU's -72.07%.

NU currently has the higher Sharpe Ratio (-0.02 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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