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

Correlation

The correlation between STNE and NU 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.


Performance

STNE vs. NU - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

STNE:

-0.20

NU:

0.24

Sortino Ratio

STNE:

-0.07

NU:

0.67

Omega Ratio

STNE:

0.99

NU:

1.09

Calmar Ratio

STNE:

-0.14

NU:

0.33

Martin Ratio

STNE:

-0.45

NU:

0.67

Ulcer Index

STNE:

28.16%

NU:

19.31%

Daily Std Dev

STNE:

47.78%

NU:

48.08%

Max Drawdown

STNE:

-92.31%

NU:

-72.07%

Current Drawdown

STNE:

-85.80%

NU:

-17.87%

Fundamentals

Market Cap

STNE:

$3.63B

NU:

$62.96B

EPS

STNE:

-$0.78

NU:

$0.44

PS Ratio

STNE:

0.27

NU:

11.15

PB Ratio

STNE:

1.77

NU:

7.31

Total Revenue (TTM)

STNE:

$13.27B

NU:

$11.74B

Gross Profit (TTM)

STNE:

$9.73B

NU:

$5.29B

EBITDA (TTM)

STNE:

$5.52B

NU:

$3.09B

Returns By Period

In the year-to-date period, STNE achieves a 67.63% return, which is significantly higher than NU's 25.97% return.


STNE

YTD

67.63%

1M

8.97%

6M

36.89%

1Y

-8.68%

5Y*

-11.38%

10Y*

N/A

NU

YTD

25.97%

1M

18.64%

6M

-7.18%

1Y

11.92%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

STNE vs. NU — Risk-Adjusted Performance Rank

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

STNE
The Risk-Adjusted Performance Rank of STNE is 3838
Overall Rank
The Sharpe Ratio Rank of STNE is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of STNE is 3333
Sortino Ratio Rank
The Omega Ratio Rank of STNE is 3333
Omega Ratio Rank
The Calmar Ratio Rank of STNE is 4242
Calmar Ratio Rank
The Martin Ratio Rank of STNE is 4141
Martin Ratio Rank

NU
The Risk-Adjusted Performance Rank of NU is 6060
Overall Rank
The Sharpe Ratio Rank of NU is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of NU is 5656
Sortino Ratio Rank
The Omega Ratio Rank of NU is 5656
Omega Ratio Rank
The Calmar Ratio Rank of NU is 6666
Calmar Ratio Rank
The Martin Ratio Rank of NU is 6060
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.

STNE vs. NU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for StoneCo Ltd. (STNE) and Nu Holdings Ltd. (NU). 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 current STNE Sharpe Ratio is -0.20, which is lower than the NU Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of STNE and NU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

STNE vs. NU - Dividend Comparison

Neither STNE nor NU has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

STNE vs. NU - Drawdown Comparison

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


Loading data...

Volatility

STNE vs. NU - Volatility Comparison

StoneCo Ltd. (STNE) has a higher volatility of 13.85% compared to Nu Holdings Ltd. (NU) at 8.36%. This indicates that STNE's price experiences larger fluctuations and is considered to be riskier than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

STNE vs. NU - Financials Comparison

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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20212022202320242025
3.48B
3.15B
(STNE) Total Revenue
(NU) Total Revenue
Values in USD except per share items

STNE vs. NU - Profitability Comparison

The chart below illustrates the profitability comparison between StoneCo Ltd. and Nu Holdings Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
73.2%
40.6%
(STNE) Gross Margin
(NU) Gross Margin
STNE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, StoneCo Ltd. reported a gross profit of 2.55B and revenue of 3.48B. Therefore, the gross margin over that period was 73.2%.

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 1.28B and revenue of 3.15B. Therefore, the gross margin over that period was 40.6%.

STNE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, StoneCo Ltd. reported an operating income of 1.68B and revenue of 3.48B, resulting in an operating margin of 48.1%.

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 795.07M and revenue of 3.15B, resulting in an operating margin of 25.3%.

STNE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, StoneCo Ltd. reported a net income of 514.46M and revenue of 3.48B, resulting in a net margin of 14.8%.

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 557.20M and revenue of 3.15B, resulting in a net margin of 17.7%.