DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Diversified Financials
Author Program NEWCreate Narrative
STNE logo

StoneCo Ltd. Stock Price

NasdaqGS:STNE Community·US$2.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 151 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

STNE Share Price Performance

US$10.10
10.10 (0.00%)
​
US$15.21
Fair Value
US$10.10
10.10 (0.00%)
33.6% undervalued intrinsic discount
US$15.21
Fair Value
Price US$10.10
AnalystConsensusTarget US$15.21
AnalystLowTarget US$9.10
AnalystHighTarget US$21.74
Tue, 18 Aug 26
Fair ValueUS$15.21
Share Pricen/a

STNE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$15.21 33.6% undervalued intrinsic discount

Shareholder Returns and Capital Generation Will Drive Brazil Market Opportunity Forward

0users have liked this narrative
0users have commented on this narrative
66users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$9.1 11.0% overvalued intrinsic discount

Rising CBDC Adoption And Rigid Regulation Will Erode Brazil Payments

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$21.74 53.5% undervalued intrinsic discount

Digital Payments Will Advance Brazil's SMEs Digitization And Banking Integration

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
STNE logo
StoneCo
53.5% undervalued intrinsic discount

Digital Payments Will Advance Brazil's SMEs Digitization And Banking Integration

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
STNE logo
StoneCo
33.6% undervalued intrinsic discount

Shareholder Returns and Capital Generation Will Drive Brazil Market Opportunity Forward

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Aug
Read Narrative
STNE logo
StoneCo
11.0% overvalued intrinsic discount

Rising CBDC Adoption And Rigid Regulation Will Erode Brazil Payments

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 8 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
STNE logo

STNE: Credit Risk And Capital Returns Will Support Confidence Through 2026

Fair Value: US$21.74 53.5% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
STNE logo

STNE: Future Buybacks And Index Additions Will Support Shareholder Returns

Fair Value: US$15.21 33.6% undervalued intrinsic discount
66 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
STNE logo

STNE: Volume Deceleration And Weaker Take Rates Will Pressure Future Returns

Fair Value: US$9.1 11.0% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with proven track record.

2 Risks
3 Rewards
View Full Analysis

StoneCo Ltd. Key Details

R$13.6b

Revenue

R$3.9b

Cost of Revenue

R$9.7b

Gross Profit

R$6.2b

Other Expenses

R$3.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
15.12
71.56%
25.66%
186.3%
View Full Analysis

About STNE

Founded
2012
Employees
n/a
CEO
Mateus Schwening
WebsiteView website
www.stoneco.com.br

StoneCo Ltd. provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil. The company provides financial services, including payment, prepayment, digital banking, and credit solutions. It offers payment solutions of electronic payments and alternative payment methods, such as payment slips and Pix transactions; digital product to help merchants improve their consumers’ experience, which include split-payment processing, multi-payment processing, and recurring payments for subscriptions; and tap on phone solution. In addition, the company provides prepayment; digital banking; and credit solution. The company serves online, offline, and omni-channel sales clients under Stone, tonstone, and paggar.me. StoneCo Ltd. was founded in 2012 and is based in George Town, the Cayman Islands.

Recent STNE News & Updates

User avatar
Narrative Update • Sep 03

STNE: Credit Risk And Capital Returns Will Support Confidence Through 2026

StoneCo's updated analyst price target has shifted lower from about $23.17 to roughly $21.74 as analysts factor in higher discount rates, more modest profit margin expectations and a higher assumed future P/E multiple, despite slightly stronger projected revenue growth. Analyst Commentary Recent Street research on StoneCo points to a mixed but constructive tone.
Seeking Alpha • Aug 25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

Summary StoneCo remains a Strong Buy, with a compelling long-term risk-reward despite near-term macro headwinds and slower Selic cuts. STNE's robust balance sheet, aggressive buybacks, and recent special dividend delivered a combined ~39% yield in H1, highlighting strong shareholder returns. Current valuation bakes in substantial risk, with a conservative DCF yielding intrinsic value significantly above current levels, implying a strong margin of safety while the stock trades at deep discounts. Short-term pressures from higher rates and competition persist, but STNE's asset-light model and capital allocation position it for attractive long-term re-rating potential. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 18

STNE: Future Buybacks And Index Additions Will Support Shareholder Returns

The updated analyst price target for StoneCo decreases from $16.23 to $15.21. Analysts attribute this change to expectations for higher discount rates and a lower future P/E multiple, which more than offset slightly stronger assumptions for revenue growth and profit margins.

Recent updates

No updates

StoneCo Ltd. Competitors

SEIC logo

SEI Investments

Symbol: NasdaqGS:SEIC
Market cap: US$12.8b
ALLY logo

Ally Financial

Symbol: NYSE:ALLY
Market cap: US$12.7b
PAYP logo

PayPay

Symbol: NasdaqGS:PAYP
Market cap: US$12.5b
CHYM logo

Chime Financial

Symbol: NasdaqGS:CHYM
Market cap: US$12.5b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide