Nu Holdings（NU）株式概要
Nu Holdings Ltd.はブラジル、メキシコ、コロンビア、ケイマン諸島、米国でデジタル・バンキング・プラットフォームを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、NU 、リスクは検出されなかった。
NU Community Fair Values
Create NarrativeSee what 692 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Nu Holdings Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$14.06 |
| 52週高値 | US$18.98 |
| 52週安値 | US$11.20 |
| ベータ | 0.95 |
| 1ヶ月の変化 | 17.46% |
| 3ヶ月変化 | -0.64% |
| 1年変化 | 5.24% |
| 3年間の変化 | 79.80% |
| 5年間の変化 | n/a |
| IPOからの変化 | 36.11% |
最新ニュース
Seeking Alpha • 16h
Nu Holdings: Cheap For No Good Reason
Summary Nu Holdings remains a Strong Buy despite an 18% stock decline and delayed bull case realization. Top and bottom-line acceleration, undervaluation, and premium fundamentals underpin my bullish stance on NU. The fintech market's potential to triple offers a significant multi-year tailwind for NU's growth prospects. Risks include margin compression, weaker growth, and competition, but NU's low leverage and strong margins support continued optimism. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 27
NU: US Bank Charter And AI Expansion Will Support Long-Term Upside
Analysts have revised their price target for Nu Holdings to $17.82 from $19.99, reflecting updated assumptions for slightly lower revenue growth, a reduced profit margin outlook, a modestly lower discount rate, and a lower future P/E multiple. What’s in the News for Nu Holdings Nu Holdings reported record Q1 2026 results with revenue above US$5b and net income of US$871 million, supported by its NuFormer AI foundation models and AI Private Banker platform improving credit decisions and customer engagement across Latin America.分析記事 • Jun 19
Nu Holdings (NU) Stock Could Be 44.1% Undervalued After Its AI Banking Push
Nu Holdings (NYSE:NU) drew fresh attention after unveiling two AI powered financial models, including the NuFormer digital assistant and a future AI Private Banking suite, aimed at sharpening credit decisions and tailoring customer services. See our latest analysis for Nu Holdings. At a share price of $12.71, Nu Holdings has seen 7 day share price momentum of 5.13% but a year to date share price decline of 25.32%, while the 3 year total shareholder return of 69.69% contrasts with a far softer...Recent updates
Seeking Alpha • 16h
Nu Holdings: Cheap For No Good Reason
Summary Nu Holdings remains a Strong Buy despite an 18% stock decline and delayed bull case realization. Top and bottom-line acceleration, undervaluation, and premium fundamentals underpin my bullish stance on NU. The fintech market's potential to triple offers a significant multi-year tailwind for NU's growth prospects. Risks include margin compression, weaker growth, and competition, but NU's low leverage and strong margins support continued optimism. Read the full article on Seeking Alphaナラティブの更新 • Jun 27
NU: US Bank Charter And AI Expansion Will Support Long-Term Upside
Analysts have revised their price target for Nu Holdings to $17.82 from $19.99, reflecting updated assumptions for slightly lower revenue growth, a reduced profit margin outlook, a modestly lower discount rate, and a lower future P/E multiple. What’s in the News for Nu Holdings Nu Holdings reported record Q1 2026 results with revenue above US$5b and net income of US$871 million, supported by its NuFormer AI foundation models and AI Private Banker platform improving credit decisions and customer engagement across Latin America.分析記事 • Jun 19
Nu Holdings (NU) Stock Could Be 44.1% Undervalued After Its AI Banking Push
Nu Holdings (NYSE:NU) drew fresh attention after unveiling two AI powered financial models, including the NuFormer digital assistant and a future AI Private Banking suite, aimed at sharpening credit decisions and tailoring customer services. See our latest analysis for Nu Holdings. At a share price of $12.71, Nu Holdings has seen 7 day share price momentum of 5.13% but a year to date share price decline of 25.32%, while the 3 year total shareholder return of 69.69% contrasts with a far softer...
ナラティブの更新 • Jun 13
NU: US Charter AI Expansion And Buybacks Will Frame Balanced Future Upside
Analysts have revised their price target on Nu Holdings from $15.30 to $12.51. They adjusted assumptions around revenue growth, profit margin, and future P/E expectations, while keeping the discount rate broadly similar.
ナラティブの更新 • Jun 10
CFO transition and a context of total uncertainty: value continues to be generated
When this analysis was published on May 24 at $12.73 per share, the thesis was straightforward: a structurally superior business trading at a historically compressed multiple. In the sixteen days since, four distinct macro and company-specific events have converged to push the stock further down to $11.88 — creating, in this view, a wider margin of safety rather than a deteriorating investment case.ナラティブの更新 • May 30
NU: US Banking Charter Will Shape Future Upside Despite Modest Assumption Shifts
Analysts have trimmed their fair value estimate for Nu Holdings from $15.98 to $15.30 as they now apply a slightly higher discount rate, slightly lower revenue growth and profit margin assumptions, and a more conservative future P/E multiple. Valuation Changes Fair Value: trimmed slightly from $15.98 to $15.30 per share.新しいナラティブ • May 24
Investment Analysis (May 2026)
Three key ideas before starting Before diving into the details, it is useful to establish three core conclusions that structure the entire analysis. The first is that Nu Holdings is currently trading at a historically low multiple relative to its growth profile.ナラティブの更新 • May 03
NU: US Banking Charter Will Shape Balanced Future Risk And Reward
Analysts have slightly reduced their price target on Nu Holdings from about $16.19 to $15.98, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are now reflected in their models. Valuation Changes Fair Value: reduced slightly from $16.19 to $15.98 per share.
ナラティブの更新 • Apr 18
NU: US Bank Charter Progress Will Support Long-Term Earnings Potential
Analysts kept their average price target for Nu Holdings unchanged at $22.00. They made small adjustments to underlying assumptions such as revenue growth, profit margin, discount rate, and future P/E, which resulted in no change to the overall target.ナラティブの更新 • Apr 04
NU: US Banking Charter Will Drive Future Upside Potential
Analysts have lowered their price target on Nu Holdings to about $16.19 per share from roughly $17.20. This adjustment reflects updates to revenue growth, profit margin, discount rate, and future P/E assumptions in their models.ナラティブの更新 • Mar 21
NU: US Bank Charter And F1 Partnership Will Support Long-Term Earnings
Analysts kept their $22.00 price target for Nu Holdings unchanged, citing updated assumptions that include a lower discount rate, a revised revenue growth outlook, a higher profit margin and a lower future P/E multiple. What's in the News Nu received conditional approval from the US Office of the Comptroller of the Currency to form a de novo national bank, Nubank, N.A., moving into the bank organization phase that includes meeting OCC conditions and obtaining additional approvals from the FDIC and the Federal Reserve (Regulatory Authority – Compliance).ナラティブの更新 • Mar 06
NU: US Banking Approval And F1 Partnership Will Support Upside Potential
Analysts have nudged their price target on Nu Holdings to $17.20 from $17.00, reflecting updated assumptions on discount rates, revenue growth, profit margin and a higher future P/E multiple. What's in the News Nu received conditional approval from the US Office of the Comptroller of the Currency to form a de novo national bank, Nubank, N.A. This is a key step toward offering deposit accounts, credit cards, lending and digital asset custody under a US federal banking framework (Key Developments).
新しいナラティブ • Feb 22
Nu holdings will continue to disrupt the South American banking market
Two years ago i bought Nu at $11. Now there were two main things which gave me conviction.ナラティブの更新 • Feb 20
NU: US Bank Charter Progress Will Support Bullish Long Term Outlook
Analysts have kept their average $19.99 price target for Nu Holdings effectively unchanged, with only marginal tweaks to the discount rate, revenue growth, profit margin expectations, and future P/E inputs reflected in their latest models. What's in the News Nu received conditional approval from the US Office of the Comptroller of the Currency to form a new national bank, Nubank, N.A., moving the company into the bank organization phase and closer to operating under a federal banking framework in the United States (Regulatory Authority, Compliance).ナラティブの更新 • Feb 06
NU: US Bank Charter Progress Will Shape Bullish Long Term Outlook
Analysts have lifted their price target on Nu Holdings to US$19.99 from US$18.43, citing revisions to fair value assumptions, a lower discount rate, and updated views on revenue growth, profit margins, and future P/E levels. What's in the News Nu received conditional approval from the US Office of the Comptroller of the Currency to form a new national bank, Nubank, N.A., which would allow it to offer deposit accounts, credit cards, lending and digital asset custody in the United States once fully approved (Regulatory Authority – Compliance).ナラティブの更新 • Jan 23
NU: Fair Outlook As Global Racing Partnership Aims To Lift Brand Profile
Analysts have raised their price target for Nu Holdings from US$9.35 to US$17.00, citing updated expectations for revenue growth, profit margins and a slightly higher assumed future P/E multiple. What's in the News Nu and the Mercedes-AMG PETRONAS F1 Team agreed to a new multi-year partnership, with Nu becoming an Official Team Partner ahead of the 2026 FIA Formula One World Championship Season.ナラティブの更新 • Jan 08
NU: U.S. Bank Charter Pursuit Will Support Long-Term Earnings Power
Analysts have maintained their fair value estimate for Nu Holdings at $22.00, citing updated assumptions that include slightly different revenue growth, profit margin, discount rate, and future P/E expectations. Valuation Changes The fair value estimate remains unchanged at $22.00 per share, reflecting updated assumptions without altering the overall valuation outcome.ナラティブの更新 • Dec 16
NU: U.S. Bank Charter Pursuit Will Support Long-Term Earnings Power
Analysts have raised their price target on Nu Holdings from 20 dollars to 22 dollars per share, citing expectations for stronger revenue growth and a modestly higher future earnings multiple, which are partially offset by slightly lower projected profit margins. What's in the News Nubank has applied for a national bank charter with the U.S. Office of the Comptroller of the Currency (OCC), aiming to evolve its regional Latin American platform into a global model and expand its presence in the U.S. market (company announcement).ナラティブの更新 • Dec 02
NU: U S Bank Charter Efforts And International Expansion Will Shape Outlook
Nu Holdings saw its average analyst price target rise slightly from $17.98 to $18.43 per share, as analysts cited ongoing growth expectations despite some moderation in profit margin forecasts. What's in the News Nubank has applied for a national bank charter with the Office of the Comptroller of the Currency (OCC) in the United States.ナラティブの更新 • Nov 18
NU: Expansion Into U S Banking Will Drive Future Upside
Narrative Update: Nu Holdings Analyst Price Target Analysts have raised their price target for Nu Holdings from $17.46 to $17.98 per share, citing expectations of stronger revenue growth and updated financial model assumptions. What's in the News Nubank has applied for a national bank charter with the U.S. Office of the Comptroller of the Currency.ナラティブの更新 • Nov 04
NU: Expanding U.S. And Mexico Banking Moves Will Shape Global Platform
Analysts have slightly raised their price target for Nu Holdings from $17.29 to $17.46 per share, citing improved profit margin forecasts, which more than offset a modest decrease in projected revenue growth. What's in the News Nubank has applied for a national bank charter with the Office of the Comptroller of the Currency (OCC) in the United States.ナラティブの更新 • Oct 20
Latin America's Digital Shift Will Drive Financial Service Expansion
Analysts have raised their price target on Nu Holdings from $16.99 to $17.29 per share. They cited modest improvements in profit margin and a slight reduction in the discount rate as key drivers for the upward revision.ナラティブの更新 • Aug 25
Latin America's Digital Shift Will Drive Financial Service Expansion
The upward revision in Nu Holdings' consensus price target reflects improved analyst expectations for revenue growth (rising from 71.6% to 77.9% per annum), despite a slight decline in net profit margin, resulting in an increased fair value estimate from $15.47 to $16.36. What's in the News Dropped from Russell Midcap Growth Benchmark and Russell Midcap Growth Index.Seeking Alpha • Apr 23
Why Nu Holdings Is Attractive At Current Levels
Summary Nu Holdings, a leading digital financial services platform in Latin America, is trading at attractive levels with significant growth potential in existing and new markets. Despite temporary setbacks in Q4 2024, including FX headwinds and a sequential ARPAC decline, the underlying business remains strong with healthy customer growth and stable credit risk metrics. FX headwinds are subsiding, potentially boosting reported growth rates. The main risks include global tariff wars and increased competition impacting growth and loan performance. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Nu Holdings: Short-Term Forex Drag, Long-Term Profit Machine
Summary Nu Holdings missed revenue expectations in Q4, with slower customer growth and slight profitability declines. FX headwinds were a major factor, impacting net interest margins and ARPAC. Nu Holdings still has lots of growth ahead, with a less-than-4% market share and a relatively underbanked population in Latin America. Despite short-term issues, Nu maintains a 32% adjusted annualized ROE and has ample capital to deploy, which can help support ROE and net interest margins over time. A long growth runway, high profitability, and a reasonable valuation make me bullish on NU stock. The US Dollar has weakened since Q4 2024, which can help NU, although FX headwinds are still real and shouldn't be ignored. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Nu Holdings: Reasons For The Q4 Miss Are Critical & Mercado Pago Competition Worries
Summary Nu Holdings reported Q4 results missing expectations, causing an 8% pre-market share drop, primarily due to significant FX impact, controlled growth, and competition. Despite short-term pressures, Nu's long-term growth potential remains strong, with a proven formula and only 4% of Latin America's TAM captured. Nu's valuation at 22x forward earnings and 0.8x PEG ratio remains highly attractive, but the near-term trajectory is murky. I downgrade Nu to a 'Buy' due to near-term FX headwinds and advise gradual position building. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
Nu Holdings: The Noise Is Real, But So Is The Potential (Rating Upgrade)
Summary Nu Holdings faces macroeconomic risks, including high interest rates, currency devaluation, and potential rising delinquency rates in Brazil. Despite challenges, Nu's strong brand, 100M+ customers, and cross-selling opportunities support long-term growth potential. Nu Holdings' premium valuation is justified by efficient execution, robust growth prospects, and a scalable business model. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Nu Holdings: A Warren Buffett-Style Fat Pitch You Should Be Swinging At
Summary Nu Holdings, founded in 2013, now serves 110 million customers across Brazil, Mexico, and Colombia, capturing 56% of Brazil's adult population. Despite a 24% YTD stock increase, NU remains 29% below its October highs, presenting a compelling investment opportunity given its strong Q3 2024 results. Nubank showcases some of the best unit economics in public markets through compounding cross-selling opportunities to clients. I estimate a fair value of $22.69/share, which is more than double the current price. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Nu Holdings: User Growth And Expanding Product Offerings Make It A Buy
Summary Nubank's rapid growth and exceptional unit economics, with 110 million customers and low acquisition costs, highlight its potential to become a superapp in LATAM. Despite economic, geopolitical, and currency risks, I believe Nubank has significant upside over the next 10 years. Expansion into Mexico and potential entry into Argentina and other markets present huge opportunities for revenue growth and diversification. Mature customer cohorts show significantly higher revenue contributions, indicating further runway. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Nu Holdings' Growth Potential Outweighs Brazilian Economic Woes
Summary The company reported solid Q3 2024 earnings on November 13, but investor sentiment remains cautious due to interest rates rising in Brazil. Long-term investment in Nu Holdings remains compelling, driven by its robust business model and growth potential in the Latin American online banking sector. Nu Holdings' credit expansion strategy and solid financial performance underpin my continued buy rating despite short-term market volatility. Read the full article on Seeking AlphaSeeking Alpha • Oct 26
Nu Holdings: A Formidable CEO Interview And New Risks
Summary CEO insights on Argentine market potential and Brazil growth avenues are promising. Executives' execution ability remains strong, reinforcing confidence in the Nu Holdings' strategic direction. Despite the positive outlook, the current valuation lacks margin of safety for a buy recommendation. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Nu Holdings Stock Still Growing, But Valuation Raises Red Flags (Rating Downgrade)
Summary Nu Holdings remains a solid investment, but its 20% stock price increase has eroded its margin of safety, making it less attractive. Despite impressive Q2 earnings and strong customer growth, Nu Holdings' premium valuation at nearly 30x earnings reduces its attractiveness compared to peers like Inter & Co. Inter & Co, while smaller and riskier, offers greater value with ambitious growth targets and a significantly lower valuation at 14x earnings. Considering Nu Holdings' high valuation and macroeconomic risks, I rate it a 'hold,' while Inter & Co offers a more compelling alternative. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Nu Holdings: Arguably The Best Unit Economics In Public Markets
Summary Nu Holdings has nearly doubled since my December 2023 article, and shares are up 80% YTD. The company's hyper-growth trajectory and still undemanding valuation make it a compelling investment opportunity even after the recent rise. Nu showcases extremely attractive unit economics, with low customer acquisition costs, compared to very high lifetime value. Investors will do well by ignoring their bias and adding Nu to their portfolio. Read the full article on Seeking AlphaSeeking Alpha • Aug 22
Nu Holdings Expands AI Capabilities To Revolutionize Banking Services
Summary The company is now an "AI-first" company after recently acquiring Silicon Valley-based Hyperplane. The company's recently reported second-quarter 2024 earnings show the thesis for investing in Nu Holdings is still on track. The valuation of the stock is still reasonable. Read the full article on Seeking Alpha
新しいナラティブ • Aug 19
Expanding In Brazil And Mexico Powers Revenue Surge And Market Impact
Nu Holdings' expansion in Brazil and Mexico, alongside successful cross-selling and new product introductions, indicate strong future revenue and earnings growth potential.Seeking Alpha • Aug 16
Nu Holdings: Largest Non-Asian Digital Bank, Continues To Deliver
Summary Nu Holdings reported strong Q2 earnings with accelerated growth momentum in KPIs, beating earnings and revenue expectations. The company is outperforming competitors in Mexico and Colombia, expanding its customer base and market share in these countries despite strong neobank competition with more aggressive offerings. Despite political risks, Nu's strong fundamentals and upcoming tailwinds from a banking license in Mexico, and tax reform in Colombia, justify a strong buy rating on the stock. Read the full article on Seeking AlphaSeeking Alpha • Jul 18
Nu Holdings Should Report Well For Q2 - 'Buy' Reiterated
Summary Nu Holdings stock has outperformed the market by a factor of 2 since April 2024. I believe more will come in the medium term - read on to learn why. NU's strong Q1 results show growth in user base, revenue, and margins, supporting my previous bullish thesis. MS analysts state that they expect the Q2 2024 for the entire Latin American market to be very solid in terms of top-line and earnings growth. Despite competition and high valuation, according to my updated calculations, NU stock is undervalued by about 19% today. NU's high upside potential leads me to the conclusion that I should confirm my buy recommendation today. Read the full article on Seeking AlphaSeeking Alpha • Jun 25
Nu Holdings: The Opportunity In LATAM Is Huge And Valuation Seems Right
Summary Nu is a neobank with a strong presence in Latin American countries, showing 105% annual growth between 2020-2023. The company operates in Brazil, Mexico, and Colombia, with potential for expansion in other countries due to low banking penetration. In each country it arrives, the company ends up becoming a leader, which demonstrates a great product behind. Despite the 45% YTD return, I think the valuation is still attractive. Read the full article on Seeking AlphaSeeking Alpha • May 23
Nu Holdings: Q1 2024, Promising New Growth Avenues, But Not Now
Summary Nu's 1Q24 results were in line with market expectations, despite profits growing 167% YoY. There may be a deterioration in credit quality, with delinquency rates rising. Nu's entry into the Brazilian telecom market could be a potential growth avenue for the company. Read the full article on Seeking AlphaSeeking Alpha • May 15
NU: Q1 Earnings Reiterate The Growth Momentum
Summary With revenue, ROE, and NIM continuing to expand at elevated levels, the growth story remains intact. With this earnings release the stock's PE should decrease by approximately $7.81 based on the new diluted EPS and post-market trading price, improving the valuation. Although not everything in this release was all sunshine and rainbows, Q1 appeared strong, I am reiterating my high conviction in the stock and going with a strong buy rating. Read the full article on Seeking AlphaSeeking Alpha • Apr 24
Nu Holdings: High-Quality Undervalued Growth Stock To Buy Today
Summary Nu Holdings Ltd. is a digital banking platform with a $50 billion market cap, based in São Paulo, Brazil. In Brazil, Nu Holdings serves >87 million customers, representing over 1/2 the country's adult population. The company now seems to be trying to expand the same way to Mexico. A combination of a growing TAM, growing top line, and expanding margins should give NU more room to move higher, in my view. In 3 years, NU should trade at a P/E of 13.7, with an EPS CAGR of ~28.22% over that period. The growth potential I've calculated today is over 40% more than the current stock price. I therefore rate NU stock as a "Buy" today. Read the full article on Seeking Alpha株主還元
| NU | US Banks | US 市場 | |
|---|---|---|---|
| 7D | 7.1% | 1.0% | 1.6% |
| 1Y | 5.2% | 18.7% | 18.6% |
業界別リターン: NU過去 1 年間で18.7 % の収益を上げたUS Banks業界を下回りました。
リターン対市場: NUは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| NU volatility | |
|---|---|
| NU Average Weekly Movement | 5.4% |
| Banks Industry Average Movement | 3.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: NU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NUの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | n/a | David Velez-Osomo | nubank.com.br |
Nu Holdings Ltd.は、ブラジル、メキシコ、コロンビア、ケイマン諸島、米国でデジタル・バンキング・プラットフォームを提供している。同社は、クレジットカードおよびプリペイドカードとして機能するデジタル対応カード「Nuクレジット＆プリペイドカード」、Nuエクスペリエンスを進化させた「Nubank+ Tier」、プレミアムメタルクレジットカード「Ultravioletクレジット＆プリペイドカード」、NuAccountの顧客が携帯電話を通じて送金、請求書の支払い、日常的な買い物ができるモバイル決済ソリューション、さまざまなeコマース小売業者から商品やサービスを購入できる統合マーケットプレイス「Nuショッピング」からなる支出ソリューションを提供している。また、個人の財務活動のためのデジタル口座ソリューションであるNu Personal Accounts、起業家顧客とそのビジネスのためのNu business accounts、Nu business prepaid and credit cardなどの取引ソリューションも提供している。また、貯蓄・投資ソリューションとして、目標ベースの投資ソリューション「Money Boxes」、カスタマイズされた競合のないガイダンスが魅力的な投資商品「Investing Solutions」、Nuアプリを通じて暗号通貨を売買するソリューション「NuCrypto」などを提供している。さらに同社は、個人向け無担保ローンや有担保ローン、クレジットカードやデジタル口座の顧客が無料で即座にピアツーピア送金ができるPixファイナンス、クレジットカードやデジタル口座の顧客が支払いができるBoletoファイナンス、購入資金調達、キャッシュインファイナンス、Nuアプリを通じてオンライン購入やサービスの支払いができるNuPayなどの借入ソリューションを提供している。さらに、生命保険、モバイル保険、自動車保険、住宅保険、ファイナンシャル・プロテクション保険などのNuInsuranceプロテクション・ソリューションや、旅行ポータルNuTravel、携帯電話サービスNuCelなどの金融サービス以外のソリューションも提供している。Nu Holdings Ltd.は2013年に設立され、ブラジルのサンパウロに本社を置いている。
Nu Holdings Ltd. 基礎のまとめ
| NU 基礎統計学 | |
|---|---|
| 時価総額 | US$66.17b |
| 収益（TTM） | US$3.18b |
| 売上高(TTM) | US$7.59b |
21.5x
PER（株価収益率5.4x
PBR（株価純資産倍率NU は割高か？
公正価値と評価分析を参照収益と収入
| NU 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.59b |
| 売上原価 | US$0 |
| 売上総利益 | US$7.59b |
| その他の費用 | US$4.41b |
| 収益 | US$3.18b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 13, 2026
| 一株当たり利益（EPS） | 0.65 |
| グロス・マージン | 100.00% |
| 純利益率 | 41.92% |
| 有利子負債／自己資本比率 | 48.4% |
NU の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/07/06 21:53 |
| 終値 | 2026/07/06 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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。27
| アナリスト | 機関 |
|---|---|
| Ramsey El-Assal | Barclays |
| John Coffey | Barclays |
| Rafael Reis | BB Banco de Investimento S.A. |