(XP) Xp - Ratings and Ratios
Exchange: NASDAQ • Country: Cayman Islands • Currency: USD • Type: Common Stock • ISIN: KYG982391099
XP: Brokerage, Mutual Funds, Credit Cards, Loans, Insurance, Wealth Management
XP Inc., a leading financial services company in Brazil, operates the XP Platform, a comprehensive open product platform that offers clients access to a diverse array of investment products. These include brokerage securities, mutual funds, hedge funds, private equity, derivatives, and synthetic instruments. Additionally, the platform provides credit cards, loan operations, pension and social security funds, life and travel insurance products, real estate funds, and equity and debt capital markets solutions, alongside wealth management services. This extensive range positions XP Inc. as a one-stop financial hub, catering to both individual and institutional clients.
The companys services extend to institutional and corporate clients through brokerage and issuer services, enhancing their market participation. XP Inc. also manages a variety of mutual funds focused on equities and macro strategies, distributed across retail and institutional channels. High-net-worth individuals benefit from tailored funds and managed portfolios, while proprietary treasury funds and passive index-tracking mutual funds offer diversified investment options. The companys product range is further complemented by fixed income, credit, real estate, infrastructure, and alternative strategies, providing a robust investment ecosystem.
Institutional traders access interdealer brokerage services, while retail investors benefit from securities brokerage. The firms commercial and investment banking offerings include loan operations, foreign exchange transactions, and deposit services. XP Inc. also invests in financial education through online and in-person courses and events, enhancing client financial literacy and engagement. This omnichannel approach, combining online portals and a physical presence, ensures broad accessibility and a seamless client experience.
Founded in 2001 and headquartered in the Cayman Islands, XP Inc. is strategically positioned in Brazils growing financial sector. With a market cap of $7.33 billion, the company indicates significant scale and stability. A P/E ratio of 10.11 suggests reasonable valuation relative to earnings, while a forward P/E of 9.51 hints at anticipated growth. The P/B ratio of 2.06 reflects strong asset valuation, and a P/S ratio of 0.47 underscores efficient revenue generation. These metrics collectively highlight XP Inc.s attractive position for investors seeking exposure to Brazils expanding financial markets.
Additional Sources for XP Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XP Stock Overview
Market Cap in USD | 7,915m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 2019-12-11 |
XP Stock Ratings
Growth 5y | -78.1% |
Fundamental | 55.8% |
Dividend | 24.9% |
Rel. Strength Industry | -51.5 |
Analysts | 3.8/5 |
Fair Price Momentum | 11.84 USD |
Fair Price DCF | 506.51 USD |
XP Dividends
Dividend Yield 12m | 4.05% |
Yield on Cost 5y | 1.83% |
Annual Growth 5y | -29.56% |
Payout Consistency | 83.2% |
XP Growth Ratios
Growth Correlation 3m | 9.7% |
Growth Correlation 12m | -88% |
Growth Correlation 5y | -68.8% |
CAGR 5y | -16.23% |
CAGR/Max DD 5y | -0.20 |
Sharpe Ratio 12m | -1.10 |
Alpha | -58.80 |
Beta | 1.08 |
Volatility | 41.22% |
Current Volume | 4773.9k |
Average Volume 20d | 5693.9k |
As of February 23, 2025, the stock is trading at USD 14.65 with a total of 4,773,948 shares traded.
Over the past week, the price has changed by -0.61%, over one month by +28.40%, over three months by -0.80% and over the past year by -36.91%.
Partly, yes. Based on ValueRay Fundamental Analyses, Xp (NASDAQ:XP) is currently (February 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 55.78 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XP as of February 2025 is 11.84. This means that XP is currently overvalued and has a potential downside of -19.18%.
Xp has received a consensus analysts rating of 3.80. Therefor, it is recommend to hold XP.
- Strong Buy: 3
- Buy: 2
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, XP Xp will be worth about 12.8 in February 2026. The stock is currently trading at 14.65. This means that the stock has a potential downside of -12.76%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 18.1 | 23.6% |
Analysts Target Price | 21.9 | 49.8% |
ValueRay Target Price | 12.8 | -12.8% |