Nu Holdings Ltd.(NU)
NASDAQ

Fundamental Analysis & Financials

$17.53
0.21 (1.21%)

Valuation Snapshot

What the multiples imply about expectations

The market considers the company to be a mid-cap company with a significant market presence. At current multiples, it trades at a premium—reflecting strong brand and market position, but leaving limited room for disappointment.

Valuation Metrics

Ratios and multiples

Forward P/E
18.96
EV/Revenue (TTM)11.52

Financial Health

Liquidity and leverage

ROE (TTM)27.80%
ROA (TTM)4.32%

The company's financial health appears strong. High ROE and moderate ROA reflect reasonably efficient capital use. Debt is manageable within acceptable ranges.

Valuation Multiples

Current valuation metrics

P/E Ratio33.23
P/B Ratio7.93
P/S Ratio13.16

Quarterly Earnings History

Recent quarterly financial performance and trends

Latest Quarter
Q3 2025
Revenue (TTM)
$2.73B
Net Income (TTM)
$782.47M
EPS (Diluted)
$0.16
QuarterRevenueNet IncomeGross ProfitEPS (Basic)EPS (Diluted)Gross MarginNet Margin
Q3 2025(Latest)$2.73B$782.47MN/A$0.16$0.16N/A28.7%
Q2 2025$2.51B$636.84MN/A$0.13$0.13N/A25.4%
Q1 2025$2.25B$557.20MN/A$0.12$0.11N/A24.8%
Q4 2024$2.11B$552.64MN/AN/AN/AN/A26.2%

Key Insights:

  • Revenue increased by 8.7% from previous quarter
  • Net margin of 28.7% indicates strong profitability
  • EPS improved by 22.7% quarter-over-quarter

Financial Efficiency

Utilization and collections performance

Asset Turnover 0.13 indicates low efficiency. Receivables Turnover 0.52 and DSO 703.48 reflect poor collections. ROIC 30.9% highlights strong capital returns.

Efficiency Metrics

Asset Turnover0.13
Receivables Turnover0.52
Days Sales Outstanding703.48
ROIC (TTM)30.9%

Profitability & Growth

Margins and earnings power

Revenue (TTM)
$6.36B
36.30 YoY
Profit Margin (TTM)
39.76%
Operating Margin (TTM)
58.22%
Gross Profit (TTM)
$6.36B
Gross Margin 0.00%
Net Income (TTM)
$2.53B
Earnings 40.90% YoY

Efficiency Performance Matrix

4-quadrant analysis of operational efficiency vs profitability

Efficiency vs Profitability Quadrants

High Efficiency
High Margin
High Efficiency
Low Margin
Low Efficiency
High Margin
Low Efficiency
Low Margin

Efficiency Analysis

Asset Turnover
Efficiency:0.13x
Margin:0.0%
Quadrant:Weak Operations
Receivables Turnover
Efficiency:0.52x
Margin:58.2%
Quadrant:Margin-Driven
Working Capital
Efficiency:NaNx
Margin:39.8%
Quadrant:Unknown
Overall Efficiency Score

Mixed efficiency profile requiring targeted improvements

⚠️ Thresholds are benchmark-based heuristics derived from long-term industry averages, not strict valuation rules.

• Bubble size represents ROIC magnitude

• Green (Optimal): Excellent efficiency-profitability balance

• Blue (Efficiency-Driven): High turnover, room to improve margins

• Yellow (Margin-Driven): Strong margins, opportunity to improve efficiency

• Red (Weak Operations): Areas needing improvement on both dimensions

Market Data & Share Structure

Comprehensive valuation metrics and ownership breakdown

Market Data & Capitalization

Market Cap
$83.74B
Mega-cap: Premium liquidity & institutional favorite
Enterprise Value
$73.30B
EV 12% < Market Cap: Net cash position
Next Earnings Date
02/25/2026
Earnings announcement today - high volatility expected

Share Statistics & Ownership

Shares Outstanding
N/A
Total shares issued and held by all shareholders
Shares Float
N/A
Shares available for public trading
Institutional Ownership
N/A
Held by funds, pensions, endowments
Insider Ownership
N/A
Held by executives and board members
Shares Short
N/A
Shares sold short - bearish bets
Implied Shares Outstanding
N/A
Calculated from market cap and price

Profitability Margin Pyramid

Hierarchical view of margin compression from revenue to net income

Margin Hierarchy by Profitability Level

100.0%
Revenue
$6.36B
0.0%
Gross Profit
$6.36B
0.0%
EBITDA
39.8%
Net Income
$2.53B
Margin Profile:
Revenue100.0% margin (Top line revenue generation)
Gross Profit0.0% margin (Revenue minus cost of goods sold)
EBITDA0.0% margin (Earnings before interest, taxes, depreciation, and amortization)
Net Income39.8% margin (Bottom line profitability after all expenses)

Margin Analysis

Total Revenue

Amount:$6.36B
Margin:100.0%
Top line revenue generation

Gross Profit

Amount:$6.36B
Margin:0.0%
Revenue minus cost of goods sold

EBITDA

Amount:N/A
Margin:0.0%
Earnings before interest, taxes, depreciation, and amortization

Net Income

Amount:$2.53B
Margin:39.8%
Bottom line profitability after all expenses

Margin Quality Assessment

Excellent margin structure with strong bottom-line profitability

• Larger circles represent higher dollar amounts

• Margin percentages show profitability at each level

• Blue: Revenue base

• Green: Gross profitability

• Yellow: Operating performance

• Red: Net profitability

Operating Cash & Liquidity

Core cash generation and short-term solvency

Cash Flow Analysis

Operating Cash Flow (TTM)

$-6.41B

Cash from core operations

Free Cash Flow (TTM)

Available after capex

Financial Position & Liquidity

Current Ratio

Quick Ratio

Net Cash

$9.90B

Net creditor

Total Cash

$14.68B

Balance sheet cash

Total Debt

$4.78B

Outstanding borrowings

Dividends & Shareholder Returns

Policy stance and implications

The company does not currently pay a regular dividend — prioritizing reinvestment for growth. This makes it attractive for growth investors, while income-oriented investors may prefer peers with dividend payouts.