NU vs. WPC
Compare and contrast key facts about Nu Holdings Ltd. (NU) and W. P. Carey Inc. (WPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NU or WPC.
Correlation
The correlation between NU and WPC is 0.37, 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.
Performance
NU vs. WPC - Performance Comparison
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Key characteristics
NU:
0.18
WPC:
0.44
NU:
0.73
WPC:
0.86
NU:
1.10
WPC:
1.10
NU:
0.39
WPC:
0.36
NU:
0.80
WPC:
1.48
NU:
19.28%
WPC:
7.38%
NU:
48.30%
WPC:
21.31%
NU:
-72.07%
WPC:
-52.45%
NU:
-17.37%
WPC:
-17.21%
Fundamentals
NU:
$65.08B
WPC:
$13.14B
NU:
$0.44
WPC:
$1.94
NU:
30.66
WPC:
30.93
NU:
11.53
WPC:
8.23
NU:
7.56
WPC:
1.57
NU:
$11.46B
WPC:
$1.60B
NU:
$5.32B
WPC:
$1.30B
NU:
$3.06B
WPC:
$1.40B
Returns By Period
In the year-to-date period, NU achieves a 26.74% return, which is significantly higher than WPC's 14.05% return.
NU
26.74%
21.13%
-13.56%
8.60%
N/A
N/A
WPC
14.05%
1.14%
15.13%
9.40%
9.01%
5.91%
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Risk-Adjusted Performance
NU vs. WPC — Risk-Adjusted Performance Rank
NU
WPC
NU vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and W. P. Carey Inc. (WPC). 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.
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Dividends
NU vs. WPC - Dividend Comparison
NU has not paid dividends to shareholders, while WPC's dividend yield for the trailing twelve months is around 5.74%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WPC W. P. Carey Inc. | 5.74% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
Drawdowns
NU vs. WPC - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for NU and WPC. For additional features, visit the drawdowns tool.
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Volatility
NU vs. WPC - Volatility Comparison
Nu Holdings Ltd. (NU) has a higher volatility of 8.32% compared to W. P. Carey Inc. (WPC) at 5.49%. This indicates that NU's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NU vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Nu Holdings Ltd. and W. P. Carey 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.
Total Revenue: Total amount of money received from sales and other business activities
NU vs. WPC - Profitability Comparison
NU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported a gross profit of 1.31B and revenue of 2.86B. Therefore, the gross margin over that period was 45.7%.
WPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a gross profit of 382.64M and revenue of 409.84M. Therefore, the gross margin over that period was 93.4%.
NU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported an operating income of 767.45M and revenue of 2.86B, resulting in an operating margin of 26.9%.
WPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported an operating income of 197.47M and revenue of 409.84M, resulting in an operating margin of 48.2%.
NU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Nu Holdings Ltd. reported a net income of 552.64M and revenue of 2.86B, resulting in a net margin of 19.3%.
WPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. P. Carey Inc. reported a net income of 125.82M and revenue of 409.84M, resulting in a net margin of 30.7%.