Positiv
●
Seeking Alpha
●
vor 5 Monaten
Nu Holdings (NU) has matured into a highly profitable digital bank, boasting ~127m customers, 30% RoE, and robust deposit-funded lending. NU's revenue growth is expected to slow to mid-twenties by 2027, but ARPAC expansion and lending mix diversification support continued topline momentum. Valuations are optimistic, with P/B at ~8x and forward PE at ~20x, leaving little room for rerating despit...