STNE Share Price Performance
US$14.69
6.50 (79.37%)
21.9% undervalued intrinsic discount
US$18.80
Fair Value
Price US$14.69
AnalystHighTarget US$18.80
AnalystConsensusTarget US$20.29
AnalystLowTarget US$15.52
Fair ValueUS$23.25
Share Pricen/a
StoneCo Ltd. Stock Price
- 3 Narratives written by author
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- 136 Fair Values set on narratives written by author
STNE Community Narratives
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Fair Value US$23.25 36.8% undervalued intrinsic discount
Digital Payments Will Advance Brazil's SMEs Digitization And Banking Integration
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Fair Value US$20.29 27.6% undervalued intrinsic discount
Shareholder Returns and Capital Generation Will Drive Brazil Market Opportunity Forward
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Fair Value US$15.52 5.3% undervalued intrinsic discount
Rising CBDC Adoption And Rigid Regulation Will Erode Brazil Payments
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Rising CBDC Adoption And Rigid Regulation Will Erode Brazil Payments
Key Takeaways Rising digital currency adoption and technological disruption threaten StoneCo's payment volumes and could make parts of its network obsolete. Growing regulatory burdens, credit risk exposure, and intense competition are likely to constrain revenue, margins, and the company's ability to innovate.Read more
41
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US$15.52
5.3% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.42% p.a.
Profit Margin
19.45%
Future PE
8.2x
Price in 2028
US$20.06
Shareholder Returns and Capital Generation Will Drive Brazil Market Opportunity Forward
Key Takeaways Divestment of non-core assets and redeployment into higher-margin financial services are strengthening profitability and supporting capital returns like share buybacks. Technology-driven efficiency and cross-selling of integrated financial solutions are driving client growth, deeper engagement, and sustained profit expansion.Read more
445
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US$20.29
27.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.61% p.a.
Profit Margin
24.07%
Future PE
7.03x
Price in 2028
US$26.21
Digital Payments Will Advance Brazil's SMEs Digitization And Banking Integration
Key Takeaways StoneCo's focus on MSMB payments, digital banking, and technology innovation positions it for rapid client growth, share gains, and operating leverage in an underpenetrated market. Regulatory trends and fintech adoption support StoneCo's ability to expand bundled services and diversify revenue, driving sustained profitability above industry standards.Read more
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AN
US$23.25
36.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
11.31% p.a.
Profit Margin
32.4%
Future PE
5.66x
Price in 2028
US$29.9
Trending Discussion
Recently Updated Narratives
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STNE Future Profitability And Legal Settlement Will Shape Risk Reward Balance
Fair Value: US$15.52 5.3% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
STNE: Future Buybacks Will Signal Confidence And Support Earnings Upside
Fair Value: US$20.29 27.6% undervalued intrinsic discount
63 followersusers have followed this narrative
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Digital Payments Will Advance Brazil's SMEs Digitization And Banking Integration
Fair Value: US$23.25 36.8% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
StoneCo Ltd. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -4.43
- 73.63%
- -8.17%
- 140.3%
About STNE
- Founded
- 2012
- Employees
- n/a
- CEO
- WebsiteView website
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 offers financial services, including payment, prepayment, digital banking, and credit solutions. It distributes its solutions, principally through proprietary and franchised Stone Hubs, which offer hyper-local sales and services; and sells solutions to brick-and-mortar and digital merchants through sales team. The company served small-and-medium-sized businesses; and marketplaces, e-commerce platforms, and integrated software vendors. StoneCo Ltd. was founded in 2012 and is based in George Town, the Cayman Islands.
