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

Correlation

The correlation between NU and STNE is 0.57, 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.


-0.50.00.51.00.6

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%JulyAugustSeptemberOctoberNovemberDecember
0.48%
-53.33%
NU
STNE

Key characteristics

Sharpe Ratio

NU:

0.71

STNE:

-1.25

Sortino Ratio

NU:

1.18

STNE:

-2.01

Omega Ratio

NU:

1.15

STNE:

0.77

Calmar Ratio

NU:

0.80

STNE:

-0.58

Martin Ratio

NU:

3.06

STNE:

-1.81

Ulcer Index

NU:

9.20%

STNE:

29.17%

Daily Std Dev

NU:

39.78%

STNE:

42.26%

Max Drawdown

NU:

-72.07%

STNE:

-92.31%

Current Drawdown

NU:

-34.68%

STNE:

-91.28%

Fundamentals

Market Cap

NU:

$56.24B

STNE:

$2.58B

EPS

NU:

$0.37

STNE:

$1.06

PE Ratio

NU:

31.62

STNE:

8.22

Total Revenue (TTM)

NU:

$10.71B

STNE:

$12.34B

Gross Profit (TTM)

NU:

$5.39B

STNE:

$8.98B

EBITDA (TTM)

NU:

$2.66B

STNE:

$4.37B

Returns By Period

In the year-to-date period, NU achieves a 24.61% return, which is significantly higher than STNE's -54.52% return.


NU

YTD

24.61%

1M

-22.07%

6M

-15.27%

1Y

26.12%

5Y*

N/A

10Y*

N/A

STNE

YTD

-54.52%

1M

-11.54%

6M

-30.03%

1Y

-54.47%

5Y*

-26.52%

10Y*

N/A

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for NU, currently valued at 0.71, compared to the broader market-4.00-2.000.002.000.71-1.25
The chart of Sortino ratio for NU, currently valued at 1.18, compared to the broader market-4.00-2.000.002.004.001.18-2.01
The chart of Omega ratio for NU, currently valued at 1.15, compared to the broader market0.501.001.502.001.150.77
The chart of Calmar ratio for NU, currently valued at 0.80, compared to the broader market0.002.004.006.000.80-0.90
The chart of Martin ratio for NU, currently valued at 3.06, compared to the broader market-5.000.005.0010.0015.0020.0025.003.06-1.81
NU
STNE

The current NU Sharpe Ratio is 0.71, which is higher than the STNE Sharpe Ratio of -1.25. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.71
-1.25
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%JulyAugustSeptemberOctoberNovemberDecember
-34.68%
-57.56%
NU
STNE

Volatility

NU vs. STNE - Volatility Comparison

The current volatility for Nu Holdings Ltd. (NU) is 16.66%, while StoneCo Ltd. (STNE) has a volatility of 19.13%. This indicates that NU experiences smaller price fluctuations and is considered to be less risky than STNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
16.66%
19.13%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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