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

Correlation

The correlation between NU and STNE is 0.51, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

NU vs. STNE - Performance Comparison

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

-60.00%-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
16.26%
-21.74%
NU
STNE

Key characteristics

Sharpe Ratio

NU:

0.21

STNE:

-0.27

Sortino Ratio

NU:

0.60

STNE:

-0.07

Omega Ratio

NU:

1.08

STNE:

0.99

Calmar Ratio

NU:

0.25

STNE:

-0.14

Martin Ratio

NU:

0.53

STNE:

-0.37

Ulcer Index

NU:

18.67%

STNE:

34.69%

Daily Std Dev

NU:

48.67%

STNE:

48.28%

Max Drawdown

NU:

-72.07%

STNE:

-92.31%

Current Drawdown

NU:

-24.42%

STNE:

-85.39%

Fundamentals

Market Cap

NU:

$56.62B

STNE:

$3.68B

EPS

NU:

$0.40

STNE:

-$0.88

PS Ratio

NU:

10.27

STNE:

0.29

PB Ratio

NU:

7.40

STNE:

1.76

Total Revenue (TTM)

NU:

$11.77B

STNE:

$9.79B

Gross Profit (TTM)

NU:

$5.43B

STNE:

$7.19B

EBITDA (TTM)

NU:

$3.06B

STNE:

$4.23B

Returns By Period

In the year-to-date period, NU achieves a 15.93% return, which is significantly lower than STNE's 72.52% return.


NU

YTD

15.93%

1M

9.98%

6M

-19.61%

1Y

10.49%

5Y*

N/A

10Y*

N/A

STNE

YTD

72.52%

1M

20.72%

6M

19.98%

1Y

-11.69%

5Y*

-9.06%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NU vs. STNE — 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

STNE
The Risk-Adjusted Performance Rank of STNE is 3939
Overall Rank
The Sharpe Ratio Rank of STNE is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of STNE is 3535
Sortino Ratio Rank
The Omega Ratio Rank of STNE is 3535
Omega Ratio Rank
The Calmar Ratio Rank of STNE is 4343
Calmar Ratio Rank
The Martin Ratio Rank of STNE is 4444
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. STNE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and StoneCo Ltd. (STNE). 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
STNE: -0.27
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
STNE: -0.07
The chart of Omega ratio for NU, currently valued at 1.08, compared to the broader market0.501.001.502.00
NU: 1.08
STNE: 0.99
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
STNE: -0.22
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
STNE: -0.37

The current NU Sharpe Ratio is 0.21, which is higher than the STNE Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of NU and STNE, 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
-0.27
NU
STNE

Dividends

NU vs. STNE - Dividend Comparison

Neither NU nor STNE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

NU vs. STNE - Drawdown Comparison

The maximum NU drawdown since its inception was -72.07%, smaller than the maximum STNE drawdown of -92.31%. Use the drawdown chart below to compare losses from any high point for NU and STNE. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.42%
-28.83%
NU
STNE

Volatility

NU vs. STNE - Volatility Comparison

Nu Holdings Ltd. (NU) and StoneCo Ltd. (STNE) have volatilities of 17.67% and 17.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.67%
17.44%
NU
STNE

Financials

NU vs. STNE - Financials Comparison

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


Values in USD except per share items