PortfoliosLab logoPortfoliosLab logo
NU vs. BLND
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NU vs. BLND - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, NU achieves a -30.70% return, which is significantly higher than BLND's -43.75% return.


NU

1D
-3.09%
1M
-15.94%
YTD
-30.70%
6M
-30.20%
1Y
-4.53%
3Y*
15.70%
5Y*
10Y*

BLND

1D
5.56%
1M
23.91%
YTD
-43.75%
6M
-46.89%
1Y
-54.28%
3Y*
20.39%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NU vs. BLND - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NU
Nu Holdings Ltd.
-30.70%61.58%24.37%104.67%-56.61%-9.20%
BLND
Blend Labs, Inc.
-43.75%-27.79%65.10%77.08%-80.38%-15.83%

Correlation

The correlation between NU and BLND is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.22

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

0.30

Fundamentals

Market Cap

NU:

$56.96B

BLND:

$437.13M

EPS

NU:

$0.65

BLND:

-$0.04

PS Ratio

NU:

3.24

BLND:

3.49

Total Revenue (TTM)

NU:

$17.54B

BLND:

$127.59M

Gross Profit (TTM)

NU:

$7.67B

BLND:

$95.50M

EBITDA (TTM)

NU:

$4.14B

BLND:

-$16.09M

Compare stocks, funds, or ETFs

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


Return for Risk

NU vs. BLND — Risk / Return Rank

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

NU
NU Risk / Return Rank: 3636
Overall Rank
NU Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
NU Sortino Ratio Rank: 3333
Sortino Ratio Rank
NU Omega Ratio Rank: 3333
Omega Ratio Rank
NU Calmar Ratio Rank: 3838
Calmar Ratio Rank
NU Martin Ratio Rank: 3737
Martin Ratio Rank

BLND
BLND Risk / Return Rank: 1212
Overall Rank
BLND Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
BLND Sortino Ratio Rank: 1212
Sortino Ratio Rank
BLND Omega Ratio Rank: 1313
Omega Ratio Rank
BLND Calmar Ratio Rank: 1212
Calmar Ratio Rank
BLND Martin Ratio Rank: 1111
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.

NU vs. BLND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and Blend Labs, Inc. (BLND). 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.


NUBLNDDifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+1.08

Omega ratioGain probability vs. loss probability

1.01

0.88

+0.13

Calmar ratioReturn relative to maximum drawdown

-0.12

-0.80

+0.68

Martin ratioReturn relative to average drawdown

-0.31

-1.33

+1.02

NU vs. BLND - Sharpe Ratio Comparison

The current NU Sharpe Ratio is -0.12, which is higher than the BLND Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of NU and BLND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


NUBLNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.12

-0.76

+0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

-0.48

+0.52

Drawdowns

NU vs. BLND - Drawdown Comparison

The maximum NU drawdown since its inception was -72.07%, smaller than the maximum BLND drawdown of -97.37%. Use the drawdown chart below to compare losses from any high point for NU and BLND.


Loading charts...

Drawdown Indicators


NUBLNDDifference

Max Drawdown

Largest peak-to-trough decline

-72.07%

-97.37%

+25.30%

Max Drawdown (1Y)

Largest decline over 1 year

-38.17%

-68.42%

+30.25%

Max Drawdown (3Y)

Largest decline over 3 years

-39.58%

-74.21%

+34.63%

Current Drawdown

Current decline from peak

-38.17%

-91.82%

+53.65%

Average Drawdown

Average peak-to-trough decline

-29.77%

-81.10%

+51.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.69%

40.92%

-26.23%

Volatility

NU vs. BLND - Volatility Comparison

The current volatility for Nu Holdings Ltd. (NU) is 14.24%, while Blend Labs, Inc. (BLND) has a volatility of 28.87%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than BLND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NUBLNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.24%

28.87%

-14.63%

Volatility (6M)

Calculated over the trailing 6-month period

28.87%

54.77%

-25.90%

Volatility (1Y)

Calculated over the trailing 1-year period

39.10%

71.61%

-32.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.43%

84.43%

-26.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.43%

84.43%

-26.00%

Dividends

NU vs. BLND - Dividend Comparison

Neither NU nor BLND has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

NU vs. BLND - Financials Comparison

This section allows you to compare key financial metrics between Nu Holdings Ltd. and Blend Labs, Inc.. 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
4.98B
30.84M
(NU) Total Revenue
(BLND) Total Revenue
Values in USD except per share items

NU vs. BLND - Profitability Comparison

The chart below illustrates the profitability comparison between Nu Holdings Ltd. and Blend Labs, Inc. 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%20222023202420252026
40.2%
75.8%
Portfolio components
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%.

BLND - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blend Labs, Inc. reported a gross profit of 23.37M and revenue of 30.84M. Therefore, the gross margin over that period was 75.8%.

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%.

BLND - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blend Labs, Inc. reported an operating income of -5.06M and revenue of 30.84M, resulting in an operating margin of -16.4%.

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%.

BLND - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blend Labs, Inc. reported a net income of -12.78M and revenue of 30.84M, resulting in a net margin of -41.4%.


Frequently Asked Questions


NU and BLND have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BLND has higher volatility (28.87%) compared to NU (14.24%). In terms of maximum drawdown, NU dropped -72.07% vs BLND's -97.37%.

NU currently has the higher Sharpe Ratio (-0.12 vs -0.76), 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.

Portfolio Optimizer

Find the right allocation for NU and BLND

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer