(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.

Based on the provided and , here is a 3-month forecast: - The stock is currently trading at $15.56, above its SMA 20 ($13.90) and SMA 50 ($14.39), but slightly below its SMA 200 ($15.29). This indicates short-term momentum but potential resistance at the 200-day moving average. - The ATR of $0.65 suggests moderate volatility, with potential price swings within a narrow range. - The P/E ratio of 9.55 and forward P/E of 8.28 indicate undervaluation relative to earnings expectations, supported by a strong RoE of 22.95. - The P/S ratio of 0.45 reflects a reasonable valuation relative to revenue, while the P/B ratio of 2.10 highlights strong book value growth. - Over the next 3 months, expect potential volatility with a slight upward bias, driven by improving fundamentals and market sentiment. Pullbacks to the SMA 50 level ($14.39) may present buying opportunities. Average Volume 20d: 7,618,000 Last Price: $15.56 SMA 20: $13.90 SMA 50: $14.39 SMA 200: $15.29 ATR: $0.65 Market Cap: $7,233.71M USD P/E: 9.55 P/E Forward: 8.28 P/B: 2.10 P/S: 0.45 RoE: 22.95

Additional Sources for XP Stock

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
What is the price of XP stocks?
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%.
Is Xp a good stock to buy?
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%.
Is XP a buy, sell or hold?
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
What are the forecast for XP stock price target?
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%