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

Correlation

The correlation between NU and FAT is 0.22, 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: 0.2

Performance

NU vs. FAT - Performance Comparison

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

-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
16.26%
-34.19%
NU
FAT

Key characteristics

Sharpe Ratio

NU:

0.21

FAT:

-0.48

Sortino Ratio

NU:

0.60

FAT:

-0.35

Omega Ratio

NU:

1.08

FAT:

0.95

Calmar Ratio

NU:

0.25

FAT:

-0.50

Martin Ratio

NU:

0.53

FAT:

-1.11

Ulcer Index

NU:

18.67%

FAT:

25.01%

Daily Std Dev

NU:

48.67%

FAT:

57.72%

Max Drawdown

NU:

-72.07%

FAT:

-78.79%

Current Drawdown

NU:

-24.42%

FAT:

-48.19%

Fundamentals

Market Cap

NU:

$56.62B

FAT:

$47.98M

EPS

NU:

$0.40

FAT:

-$11.60

PS Ratio

NU:

10.27

FAT:

0.08

PB Ratio

NU:

7.40

FAT:

12.81

Total Revenue (TTM)

NU:

$11.77B

FAT:

$440.69M

Gross Profit (TTM)

NU:

$5.43B

FAT:

$114.50M

EBITDA (TTM)

NU:

$3.06B

FAT:

-$22.27M

Returns By Period

In the year-to-date period, NU achieves a 15.93% return, which is significantly higher than FAT's -9.58% return.


NU

YTD

15.93%

1M

9.98%

6M

-19.61%

1Y

10.49%

5Y*

N/A

10Y*

N/A

FAT

YTD

-9.58%

1M

-7.59%

6M

-4.35%

1Y

-27.73%

5Y*

43.40%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NU vs. FAT — Risk-Adjusted Performance Rank

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

NU
The Risk-Adjusted Performance Rank of NU is 5858
Overall Rank
The Sharpe Ratio Rank of NU is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 5555
Sortino Ratio Rank
The Omega Ratio Rank of NU is 5555
Omega Ratio Rank
The Calmar Ratio Rank of NU is 6464
Calmar Ratio Rank
The Martin Ratio Rank of NU is 5959
Martin Ratio Rank

FAT
The Risk-Adjusted Performance Rank of FAT is 2525
Overall Rank
The Sharpe Ratio Rank of FAT is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of FAT is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FAT is 2626
Omega Ratio Rank
The Calmar Ratio Rank of FAT is 2020
Calmar Ratio Rank
The Martin Ratio Rank of FAT is 2424
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.

NU vs. FAT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and FAT Brands Inc. (FAT). 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 NU, currently valued at 0.21, compared to the broader market-2.00-1.000.001.002.003.00
NU: 0.21
FAT: -0.48
The chart of Sortino ratio for NU, currently valued at 0.60, compared to the broader market-6.00-4.00-2.000.002.004.00
NU: 0.60
FAT: -0.35
The chart of Omega ratio for NU, currently valued at 1.08, compared to the broader market0.501.001.502.00
NU: 1.08
FAT: 0.95
The chart of Calmar ratio for NU, currently valued at 0.25, compared to the broader market0.001.002.003.004.005.00
NU: 0.25
FAT: -0.56
The chart of Martin ratio for NU, currently valued at 0.53, compared to the broader market-5.000.005.0010.0015.0020.00
NU: 0.53
FAT: -1.11

The current NU Sharpe Ratio is 0.21, which is higher than the FAT Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of NU and FAT, 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
-0.48
NU
FAT

Dividends

NU vs. FAT - Dividend Comparison

NU has not paid dividends to shareholders, while FAT's dividend yield for the trailing twelve months is around 8.74%.


TTM2024202320222021202020192018
NU
Nu Holdings Ltd.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FAT
FAT Brands Inc.
8.74%10.53%9.25%10.92%4.91%0.00%6.37%18.89%

Drawdowns

NU vs. FAT - Drawdown Comparison

The maximum NU drawdown since its inception was -72.07%, smaller than the maximum FAT drawdown of -78.79%. Use the drawdown chart below to compare losses from any high point for NU and FAT. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.42%
-41.34%
NU
FAT

Volatility

NU vs. FAT - Volatility Comparison

The current volatility for Nu Holdings Ltd. (NU) is 17.67%, while FAT Brands Inc. (FAT) has a volatility of 22.06%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than FAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.67%
22.06%
NU
FAT

Financials

NU vs. FAT - Financials Comparison

This section allows you to compare key financial metrics between Nu Holdings Ltd. and FAT Brands 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


Values in USD except per share items