(XP) Xp - Ratings and Ratios
Exchange: NASDAQ • Country: Cayman Islands • Currency: USD • Type: Common Stock • ISIN: KYG982391099
XP: Brokerage, Mutual Funds, Hedge Funds, Private Equity, Wealth Management
XP Inc. (NASDAQ:XP) is a leading financial services provider in Brazil, operating a comprehensive open product platform that offers a wide range of investment and financial solutions. The platform provides clients with access to brokerage securities, fixed income securities, mutual funds, hedge funds, private equity funds, derivatives, and synthetic instruments. Additionally, it includes credit card services, loan operations, collateralized credit products, pension and social security funds, life and travel insurance, real estate funds, and equity and debt capital markets solutions. The company also delivers wealth management services tailored to individual and institutional clients.
XP Inc. specializes in brokerage and issuer services for institutional and corporate clients, managing mutual funds focused on equities, macro strategies, and alternative investments. It caters to high-net-worth retail clients with managed portfolios and proprietary treasury funds, while also offering passive mutual funds tracking market indexes. The company provides securities brokerage services for both retail and institutional investors, interdealer brokerage services for institutional traders, and commercial and investment banking products, including foreign exchange transactions and deposit services. XP Inc. also develops and sells financial education courses and events, both online and in-person, to retail clients. Its omni-channel distribution network and online portals ensure broad accessibility to its products and services.
Founded in 2001 and headquartered in Grand Cayman, Cayman Islands, XP Inc. has established itself as a key player in Brazils financial sector, leveraging its diverse product offerings and robust distribution channels to serve a wide range of clients. The companys focus on innovation and financial education has contributed to its growth and market presence.
Additional Sources for XP Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XP Stock Overview
Market Cap in USD | 8,362m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 2019-12-11 |
XP Stock Ratings
Growth Rating | -48.7 |
Fundamental | - |
Dividend Rating | 21.9 |
Rel. Strength | -33.7 |
Analysts | 3.92/5 |
Fair Price Momentum | 14.14 USD |
Fair Price DCF | 1470.95 USD |
XP Dividends
Dividend Yield 12m | 4.01% |
Yield on Cost 5y | 2.87% |
Annual Growth 5y | -29.56% |
Payout Consistency | 83.2% |
XP Growth Ratios
Growth Correlation 3m | 7.4% |
Growth Correlation 12m | -78% |
Growth Correlation 5y | -75.9% |
CAGR 5y | -4.92% |
CAGR/Max DD 5y | -0.06 |
Sharpe Ratio 12m | 0.23 |
Alpha | -30.20 |
Beta | 0.901 |
Volatility | 47.72% |
Current Volume | 3727.4k |
Average Volume 20d | 6665.7k |
As of April 30, 2025, the stock is trading at USD 16.16 with a total of 3,727,438 shares traded.
Over the past week, the price has changed by +16.70%, over one month by +9.53%, over three months by +21.88% and over the past year by -20.47%.
Probably not. Based on ValueRay Analyses, Xp (NASDAQ:XP) is currently (April 2025) not a good stock to buy. It has a ValueRay Growth Rating of -48.67 and therefor a somwhat technical negative rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XP as of April 2025 is 14.14. This means that XP is currently overvalued and has a potential downside of -12.5%.
Xp has received a consensus analysts rating of 3.92. Therefor, it is recommend to buy XP.
- Strong Buy: 4
- Buy: 3
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, XP Xp will be worth about 15.5 in April 2026. The stock is currently trading at 16.16. This means that the stock has a potential downside of -4.02%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 18.3 | 13.5% |
Analysts Target Price | 18.3 | 13.5% |
ValueRay Target Price | 15.5 | -4% |