View ValuationNu Holdings 将来の成長Future 基準チェック /56Nu Holdings利益と収益がそれぞれ年間19.9%と42.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.8% 21.5%なると予測されています。主要情報19.9%収益成長率21.49%EPS成長率Banks 収益成長6.2%収益成長率42.9%将来の株主資本利益率31.83%アナリストカバレッジGood最終更新日26 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings released: EPS: US$0.18 (vs US$0.12 in 1Q 2025)First quarter 2026 results: EPS: US$0.18 (up from US$0.12 in 1Q 2025). Revenue: US$1.98b (up 44% from 1Q 2025). Net income: US$872.1m (up 56% from 1Q 2025). Profit margin: 44% (up from 40% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Banks industry in Italy.Buy Or Sell Opportunity • May 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €10.36. The fair value is estimated to be €13.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 268% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$0.59 (vs US$0.41 in FY 2024)Full year 2025 results: EPS: US$0.59 (up from US$0.41 in FY 2024). Revenue: US$6.99b (up 27% from FY 2024). Net income: US$2.87b (up 46% from FY 2024). Profit margin: 41% (up from 36% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in Italy.New Risk • Feb 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 30+ 1 more updateNu Holdings Appoints Roberto Campos Neto as Chairman of the Board of Directors for US National Bank SubsidiaryNu Holdings announced that Roberto Campos Neto, former President of the Central Bank of Brazil, will serve as Chairman of the Board of Directors for its newly approved US national bank, Nubank, N.A. The US organization will be led by Nu's co-founder Cristina Junqueira, who has relocated to the US to spearhead the bank’s development and long-term growth.お知らせ • Jan 22+ 1 more updateNu Holdings Ltd. to Report Q4, 2025 Results on Feb 25, 2026Nu Holdings Ltd. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 25, 2026Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: US$0.16 (vs US$0.12 in 3Q 2024)Third quarter 2025 results: EPS: US$0.16 (up from US$0.12 in 3Q 2024). Revenue: US$1.92b (up 36% from 3Q 2024). Net income: US$782.5m (up 41% from 3Q 2024). Profit margin: 41% (up from 39% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Banks industry in Italy.お知らせ • Oct 01+ 1 more updateNubank Announces Board Appointments for United States BusinessNubank announced that the Board of Directors of the United States business will be composed by Roberto Campos Neto, former President of the Central Bank of Brazil, who will serve as Chairman of the Board; Cristina Junqueira; Youssef Lahrech, former Nu President and COO and current Nu Audit and Risk Committee observer; Brian Brooks, former Acting Comptroller of the Currency and current Chairman and CEO of Meridian Capital Group; and Kelley Morrell, former Blackstone Senior Managing Director, Chief Strategy Officer of CIT Group, and U.S. Treasury Department executive, and current Founder and Managing Partner of Highline Capital Management.お知らせ • Sep 25Nu Holdings Ltd. to Report Q3, 2025 Results on Nov 13, 2025Nu Holdings Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 13, 2025Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: US$0.13 (vs US$0.10 in 2Q 2024)Second quarter 2025 results: EPS: US$0.13 (up from US$0.10 in 2Q 2024). Revenue: US$1.63b (up 14% from 2Q 2024). Net income: US$636.8m (up 31% from 2Q 2024). Profit margin: 39% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Banks industry in Italy.お知らせ • Aug 11Nu Holdings Ltd., Annual General Meeting, Sep 08, 2025Nu Holdings Ltd., Annual General Meeting, Sep 08, 2025. Location: rua capote valente, 39 pinheriros, sao paulo-sp, 05409-000, sao paulo BrazilNew Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jun 30+ 1 more updateNu Holdings Ltd.(NYSE:NU) dropped from Russell Midcap Growth IndexNu Holdings Ltd.(NYSE:NU) dropped from Russell Midcap Growth IndexReported Earnings • May 14First quarter 2025 earnings released: EPS: US$0.12 (vs US$0.079 in 1Q 2024)First quarter 2025 results: EPS: US$0.12 (up from US$0.079 in 1Q 2024). Revenue: US$1.38b (up 11% from 1Q 2024). Net income: US$557.2m (up 47% from 1Q 2024). Profit margin: 41% (up from 30% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Banks industry in Italy.お知らせ • May 07Nu Holdings Appoints Roberto Campos Neto as Vice Chairman and Global Head of Public Policy, Effective July 1, 2025Nu Holdings announced the expected appointment of former Brazilian Central Bank president Roberto Campos Neto to its Management Team and to the Board of Directors, effective July 1, 2025, after completing a six-month cooling-off period as determined by Brazilian legislation. Reporting directly to David Vélez, founder and CEO of Nubank, Campos Neto will serve as Vice Chairman of Nubank and Global Head of Public Policy. His role will involve supporting Nu’s international expansion program, engaging with global financial regulators, representing Nu Holdings in international forums and boards, elevating economic and risk analysis for Nu’s operations in Brazil and Latin America, and contributing to the design of Nu’s long-term business strategy. Campos Neto has an extensive career in the financial sector, having served as the President of the Central Bank of Brazil from 2019 to the end of 2024. During his tenure, the organization received the award for “Central Bank of the Year” in 2024 by Central Banking Magazine. He is the only person to have received the “Best Central Banker of the Year” award from LatinFinance magazine for three consecutive years. In 2020, he was recognized by The Banker magazine as the Central Bank President of the Year for his leadership in addressing inflation during the pandemic. At the Central Bank, Campos Neto implemented a broad agenda focused on financial inclusion, financial education, increased competition, and sustainability. His efforts led to the inclusion of millions of Brazilians in the financial sector and increased access to credit. He oversaw the launch and development of the instant payment method Pix, advanced the Open Finance agenda, and promoted Drex, a digital real utilizing blockchain technology. The Brazilian Central Bank received numerous local and international awards for its work in curbing inflation, modernizing the financial system, combating climate change, and fostering international collaboration. Before his tenure at the Central Bank, Campos Neto held major leadership roles in the financial sector for over two decades, including positions at Santander, Claritas Investments, and Bozano Simonsen. He earned a Bachelor's and Master's degree in Economics from the University of California, Los Angeles (UCLA).業績と収益の成長予測BIT:1NUH - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202833,6477,161N/AN/A212/31/202726,2745,425N/AN/A912/31/202621,9374,104N/AN/A73/31/20267,5943,184-9,866-9,532N/A12/31/20256,9912,869-9,702-9,361N/A9/30/20256,3612,529-6,784-6,410N/A6/30/20255,8492,300-7,909-7,625N/A3/31/20255,6472,151-4,159-3,928N/A12/31/20245,5131,972-3,687-3,512N/A9/30/20245,2831,780-5,522-5,411N/A6/30/20244,8471,530-5,807-5,686N/A3/31/20244,2481,268-7,841-7,684N/A12/31/20233,7071,031-6,576-6,399N/A9/30/20233,128372-6,378-6,204N/A6/30/20232,62877-2,777-2,617N/A3/31/20232,215-178-2,944-2,798N/A12/31/20221,839-365-5,637-5,523N/A9/30/20221,471-133-7,702-7,602N/A6/30/20221,252-175-8,366-8,290N/A3/31/20221,037-161-8,259-8,221N/A12/31/2021850-165-6,959-6,931N/A9/30/2021706-206-4,968-4,950N/A6/30/2021553-204-3,591-3,581N/A3/31/2021475-188-3,131-3,118N/A12/31/2020454-171-1,905-1,897N/A12/31/2019327-93N/A-1,813N/A12/31/2018155-29N/A-652N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1NUHの予測収益成長率 (年間19.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1NUHの収益 ( 19.9% ) はItalian市場 ( 11.3% ) よりも速いペースで成長すると予測されています。高成長収益: 1NUHの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1NUHの収益 ( 42.9% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1NUHの収益 ( 42.9% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1NUHの 自己資本利益率 は、3年後には高くなると予測されています ( 31.8 %)成長企業の発掘7D1Y7D1Y7D1YBanks 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/28 19:20終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nu Holdings Ltd. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Ramsey El-AssalBarclaysJohn CoffeyBarclaysRafael ReisBB Banco de Investimento S.A.25 その他のアナリストを表示
Reported Earnings • May 17First quarter 2026 earnings released: EPS: US$0.18 (vs US$0.12 in 1Q 2025)First quarter 2026 results: EPS: US$0.18 (up from US$0.12 in 1Q 2025). Revenue: US$1.98b (up 44% from 1Q 2025). Net income: US$872.1m (up 56% from 1Q 2025). Profit margin: 44% (up from 40% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Banks industry in Italy.
Buy Or Sell Opportunity • May 17Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €10.36. The fair value is estimated to be €13.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 268% in 2 years. Earnings are forecast to grow by 84% in the next 2 years.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$0.59 (vs US$0.41 in FY 2024)Full year 2025 results: EPS: US$0.59 (up from US$0.41 in FY 2024). Revenue: US$6.99b (up 27% from FY 2024). Net income: US$2.87b (up 46% from FY 2024). Profit margin: 41% (up from 36% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 52% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in Italy.
New Risk • Feb 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 30+ 1 more updateNu Holdings Appoints Roberto Campos Neto as Chairman of the Board of Directors for US National Bank SubsidiaryNu Holdings announced that Roberto Campos Neto, former President of the Central Bank of Brazil, will serve as Chairman of the Board of Directors for its newly approved US national bank, Nubank, N.A. The US organization will be led by Nu's co-founder Cristina Junqueira, who has relocated to the US to spearhead the bank’s development and long-term growth.
お知らせ • Jan 22+ 1 more updateNu Holdings Ltd. to Report Q4, 2025 Results on Feb 25, 2026Nu Holdings Ltd. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 25, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: US$0.16 (vs US$0.12 in 3Q 2024)Third quarter 2025 results: EPS: US$0.16 (up from US$0.12 in 3Q 2024). Revenue: US$1.92b (up 36% from 3Q 2024). Net income: US$782.5m (up 41% from 3Q 2024). Profit margin: 41% (up from 39% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Banks industry in Italy.
お知らせ • Oct 01+ 1 more updateNubank Announces Board Appointments for United States BusinessNubank announced that the Board of Directors of the United States business will be composed by Roberto Campos Neto, former President of the Central Bank of Brazil, who will serve as Chairman of the Board; Cristina Junqueira; Youssef Lahrech, former Nu President and COO and current Nu Audit and Risk Committee observer; Brian Brooks, former Acting Comptroller of the Currency and current Chairman and CEO of Meridian Capital Group; and Kelley Morrell, former Blackstone Senior Managing Director, Chief Strategy Officer of CIT Group, and U.S. Treasury Department executive, and current Founder and Managing Partner of Highline Capital Management.
お知らせ • Sep 25Nu Holdings Ltd. to Report Q3, 2025 Results on Nov 13, 2025Nu Holdings Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 13, 2025
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: US$0.13 (vs US$0.10 in 2Q 2024)Second quarter 2025 results: EPS: US$0.13 (up from US$0.10 in 2Q 2024). Revenue: US$1.63b (up 14% from 2Q 2024). Net income: US$636.8m (up 31% from 2Q 2024). Profit margin: 39% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Banks industry in Italy.
お知らせ • Aug 11Nu Holdings Ltd., Annual General Meeting, Sep 08, 2025Nu Holdings Ltd., Annual General Meeting, Sep 08, 2025. Location: rua capote valente, 39 pinheriros, sao paulo-sp, 05409-000, sao paulo Brazil
New Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jun 30+ 1 more updateNu Holdings Ltd.(NYSE:NU) dropped from Russell Midcap Growth IndexNu Holdings Ltd.(NYSE:NU) dropped from Russell Midcap Growth Index
Reported Earnings • May 14First quarter 2025 earnings released: EPS: US$0.12 (vs US$0.079 in 1Q 2024)First quarter 2025 results: EPS: US$0.12 (up from US$0.079 in 1Q 2024). Revenue: US$1.38b (up 11% from 1Q 2024). Net income: US$557.2m (up 47% from 1Q 2024). Profit margin: 41% (up from 30% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Banks industry in Italy.
お知らせ • May 07Nu Holdings Appoints Roberto Campos Neto as Vice Chairman and Global Head of Public Policy, Effective July 1, 2025Nu Holdings announced the expected appointment of former Brazilian Central Bank president Roberto Campos Neto to its Management Team and to the Board of Directors, effective July 1, 2025, after completing a six-month cooling-off period as determined by Brazilian legislation. Reporting directly to David Vélez, founder and CEO of Nubank, Campos Neto will serve as Vice Chairman of Nubank and Global Head of Public Policy. His role will involve supporting Nu’s international expansion program, engaging with global financial regulators, representing Nu Holdings in international forums and boards, elevating economic and risk analysis for Nu’s operations in Brazil and Latin America, and contributing to the design of Nu’s long-term business strategy. Campos Neto has an extensive career in the financial sector, having served as the President of the Central Bank of Brazil from 2019 to the end of 2024. During his tenure, the organization received the award for “Central Bank of the Year” in 2024 by Central Banking Magazine. He is the only person to have received the “Best Central Banker of the Year” award from LatinFinance magazine for three consecutive years. In 2020, he was recognized by The Banker magazine as the Central Bank President of the Year for his leadership in addressing inflation during the pandemic. At the Central Bank, Campos Neto implemented a broad agenda focused on financial inclusion, financial education, increased competition, and sustainability. His efforts led to the inclusion of millions of Brazilians in the financial sector and increased access to credit. He oversaw the launch and development of the instant payment method Pix, advanced the Open Finance agenda, and promoted Drex, a digital real utilizing blockchain technology. The Brazilian Central Bank received numerous local and international awards for its work in curbing inflation, modernizing the financial system, combating climate change, and fostering international collaboration. Before his tenure at the Central Bank, Campos Neto held major leadership roles in the financial sector for over two decades, including positions at Santander, Claritas Investments, and Bozano Simonsen. He earned a Bachelor's and Master's degree in Economics from the University of California, Los Angeles (UCLA).