XP 📈 Xp - Overview
Exchange: NASDAQ • Country: Cayman Islands • Currency: USD • Type: Common Stock • ISIN: KYG982391099
XP: Brokerage, Mutual Funds, Credit Cards, Loans, Insurance, Wealth Management
Xp Inc, listed on the NASDAQ under the ticker XP, is a prominent financial services provider in Brazil, offering a wide range of products and services through its XP Platform. This open product platform allows clients to access a diverse array of investment products, including brokerage securities, fixed income securities, mutual funds, hedge funds, private equity funds, derivatives, and synthetic instruments. Additionally, the platform provides access to credit cards, loan operations, collateralized credit products, pension and social security funds, life and travel insurance products, and other investment products such as real estate funds, equity, and debt capital markets solutions.
The company's services extend to wealth management, where it offers tailored solutions to high-net-worth individuals. Xp Inc also manages a variety of mutual funds focused on different strategies, including stocks, macro strategies, fixed income, credit, real estate, infrastructure, and alternative investments. These funds are distributed to both retail and institutional clients, catering to a broad spectrum of investors. Furthermore, the company provides passive mutual funds that track market indexes, offering a more traditional investment approach for those seeking to mirror the performance of specific markets.
In the realm of brokerage and issuer services, Xp Inc serves both institutional and corporate clients, facilitating transactions and providing access to capital markets. The company's interdealer brokerage services cater to institutional traders, enabling them to execute trades efficiently. Moreover, Xp Inc offers commercial and investment banking products, including loan operations, foreign exchange transactions, and deposit services, thereby providing a comprehensive suite of financial solutions. The development and sale of financial education courses and events, both online and in-person, underscore the company's commitment to empowering retail clients with knowledge and skills necessary for informed investment decisions.
Xp Inc's strategic approach to distribution is noteworthy, as it leverages an omni-channel network and online portals to reach its clients. This multi-faceted approach ensures that clients can access the company's products and services through the channels that best suit their preferences and needs. Founded in 2001 and headquartered in the Grand Cayman, Cayman Islands, Xp Inc has established itself as a significant player in the Brazilian financial services sector, with a strong online presence at https://www.xpinc.com. The company's common stock is listed under the ISIN KYG982391099, classified under the GICS Sub Industry of Investment Banking & Brokerage.
Additional Sources for XP Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XP Stock Overview
Market Cap in USD | 7,271m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 2019-12-11 |
XP Stock Ratings
Growth 5y | -86.7% |
Fundamental | 61.7% |
Dividend | 18.0% |
Rel. Strength Industry | -290 |
Analysts | 3.91/5 |
Fair Price Momentum | 8.82 USD |
Fair Price DCF | 1613.06 USD |
XP Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 100.0% |
XP Growth Ratios
Growth Correlation 3m | -89.3% |
Growth Correlation 12m | -88.3% |
Growth Correlation 5y | -67.7% |
CAGR 5y | -19.93% |
CAGR/Mean DD 5y | -0.47 |
Sharpe Ratio 12m | -1.84 |
Alpha | -89.97 |
Beta | 1.49 |
Volatility | 52.50% |
Current Volume | 10169.6k |
Average Volume 20d | 8929.5k |
As of December 22, 2024, the stock is trading at USD 12.18 with a total of 10,169,600 shares traded.
Over the past week, the price has changed by -7.77%, over one month by -27.46%, over three months by -38.77% and over the past year by -54.60%.
Yes, based on ValueRay Fundamental Analyses, Xp (NASDAQ:XP) is currently (December 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 61.74 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XP as of December 2024 is 8.82. This means that XP is currently overvalued and has a potential downside of -27.59%.
Xp has received a consensus analysts rating of 3.91. Therefor, it is recommend to buy XP.
- Strong Buy: 4
- Buy: 2
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, XP Xp will be worth about 10 in December 2025. The stock is currently trading at 12.18. This means that the stock has a potential downside of -18.31%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 136.8 | 1023.2% |
Analysts Target Price | 27.3 | 124.1% |
ValueRay Target Price | 10 | -18.3% |