NU vs. INTR
Compare and contrast key facts about Nu Holdings Ltd. (NU) and Inter & Co. Inc. Class A Common Shares (INTR).
Performance
NU vs. INTR - Performance Comparison
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NU vs. INTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NU Nu Holdings Ltd. | -14.16% | 61.58% | 24.37% | 104.67% | 1.75% |
INTR Inter & Co. Inc. Class A Common Shares | -4.94% | 103.99% | -23.68% | 134.60% | -31.90% |
Fundamentals
NU:
$70.65B
INTR:
$3.51B
NU:
$0.58
INTR:
$2.97
NU:
24.58
INTR:
2.68
NU:
0.38
INTR:
0.00
NU:
4.58
INTR:
0.24
NU:
6.26
INTR:
0.35
NU:
$15.40B
INTR:
$14.58B
NU:
$6.61B
INTR:
$6.08B
NU:
$3.94B
INTR:
$1.86B
Returns By Period
In the year-to-date period, NU achieves a -14.16% return, which is significantly lower than INTR's -4.94% return.
NU
- 1D
- 6.37%
- 1M
- -4.07%
- YTD
- -14.16%
- 6M
- -10.24%
- 1Y
- 40.33%
- 3Y*
- 44.53%
- 5Y*
- —
- 10Y*
- —
INTR
- 1D
- 4.05%
- 1M
- -8.61%
- YTD
- -4.94%
- 6M
- -12.67%
- 1Y
- 47.10%
- 3Y*
- 69.16%
- 5Y*
- —
- 10Y*
- —
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Return for Risk
NU vs. INTR — Risk / Return Rank
NU
INTR
NU vs. INTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and Inter & Co. Inc. Class A Common Shares (INTR). 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.
| NU | INTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.00 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.58 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.77 | -0.38 |
Martin ratioReturn relative to average drawdown | 4.16 | 4.24 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NU | INTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.00 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.40 | -0.27 |
Correlation
The correlation between NU and INTR is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NU vs. INTR - Dividend Comparison
NU has not paid dividends to shareholders, while INTR's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2025 | 2024 | |
|---|---|---|---|
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% |
INTR Inter & Co. Inc. Class A Common Shares | 1.42% | 0.94% | 0.71% |
Drawdowns
NU vs. INTR - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than INTR's maximum drawdown of -68.40%. Use the drawdown chart below to compare losses from any high point for NU and INTR.
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Drawdown Indicators
| NU | INTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.07% | -68.40% | -3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -27.99% | -24.12% | -3.87% |
Current DrawdownCurrent decline from peak | -23.40% | -21.05% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -29.90% | -20.10% | -9.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.34% | 10.05% | -0.71% |
Volatility
NU vs. INTR - Volatility Comparison
The current volatility for Nu Holdings Ltd. (NU) is 12.28%, while Inter & Co. Inc. Class A Common Shares (INTR) has a volatility of 17.49%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than INTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NU | INTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.28% | 17.49% | -5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 27.59% | 35.05% | -7.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.99% | 47.46% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.14% | 63.88% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.14% | 63.88% | -4.74% |
Financials
NU vs. INTR - Financials Comparison
This section allows you to compare key financial metrics between Nu Holdings Ltd. and Inter & Co. Inc. Class A Common Shares. 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
NU vs. INTR - Profitability Comparison
NU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Nu Holdings Ltd. reported a gross profit of 2.09B and revenue of 4.70B. Therefore, the gross margin over that period was 44.3%.
INTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Inter & Co. Inc. Class A Common Shares reported a gross profit of 1.83B and revenue of 4.32B. Therefore, the gross margin over that period was 42.3%.
NU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Nu Holdings Ltd. reported an operating income of 1.08B and revenue of 4.70B, resulting in an operating margin of 22.9%.
INTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Inter & Co. Inc. Class A Common Shares reported an operating income of 472.26M and revenue of 4.32B, resulting in an operating margin of 10.9%.
NU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Nu Holdings Ltd. reported a net income of 892.38M and revenue of 4.70B, resulting in a net margin of 19.0%.
INTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Inter & Co. Inc. Class A Common Shares reported a net income of 380.08M and revenue of 4.32B, resulting in a net margin of 8.8%.