(NU) Nu Holdings - Performance 10.5% in 12m
Compare NU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
16.21%
#71 in Group
Rel. Strength
63.50%
#2933 in Universe
Total Return 12m
10.49%
#60 in Group
Total Return 5y
16.26%
#72 in Group
P/E 27.1
97th Percentile in Group
P/E Forward 19.6
100th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.39%
50th Percentile in Group
12m Total Return: NU (10.5%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BCP LS Banco Comercial Portugues |
-0.77% | 87.4% | 542% | 8.93 | 7.34 | 1.86 | 18.0% | - |
| NWG NYSE Natwest |
5.67% | 83.5% | 509% | 9.11 | 7.79 | 0.55 | 49.9% | 33.8% |
| MUFG NYSE Mitsubishi UFJ Financial |
-16.3% | 24% | 266% | 10.3 | 8.99 | 0.81 | 50.6% | 8.83% |
| SMFG NYSE Sumitomo Mitsui Financial |
-14.5% | 24.5% | 222% | 9.43 | 8.94 | 0.73 | 68.5% | 52.7% |
| GGAL NASDAQ Grupo Financiero Galicia |
7.57% | 132% | 1241% | 5.16 | 3.47 | 0.75 | 58.5% | 257% |
| SUPV NYSE Grupo Supervielle |
5.04% | 182% | 1092% | 12.9 | - | 0.29 | 65.0% | 115% |
| MFG NYSE Mizuho Financial |
-15.5% | 30.1% | 159% | 9.65 | 8.66 | 0.76 | 34.3% | 87.7% |
| BMA NYSE Banco Macro |
10.9% | 109% | 760% | 13.3 | 3.1 | 0.9 | 51.2% | 477% |
Performance Comparison: NU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NU
| Total Return (including Dividends) | NU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 5.54% | -4.78% | -4.31% |
| 3 Months | -2.52% | -6.25% | -7.85% |
| 12 Months | 10.49% | 19.30% | 10.76% |
| 5 Years | 16.26% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | NU | XLF | S&P 500 |
| 1 Month | 65.3% | -30.6% | -35.6% |
| 3 Months | -61.7% | -83.1% | -89.7% |
| 12 Months | -26.6% | 84.9% | 58.3% |
| 5 Years | 76.0% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #13 | 10.8% | 10.3% |
| 3 Month | #48 | 3.99% | 5.79% |
| 12 Month | #60 | -7.38% | -0.24% |
| 5 Years | #57 | -11.4% | -6.38% |
FAQs
Does NU Nu Holdings outperforms the market?
No,
over the last 12 months NU made 10.49%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months NU made -2.52%, while XLF made -6.25%.
Over the last 3 months NU made -2.52%, while XLF made -6.25%.
Performance Comparison NU vs Indeces and Sectors
NU vs. Indices NU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.99% | 9.85% | -15.3% | -0.27% |
| US NASDAQ 100 | QQQ | 3.03% | 9.78% | -15.3% | -1.52% |
| US Dow Jones Industrial 30 | DIA | 7.06% | 11.3% | -15.6% | 3.51% |
| German DAX 40 | DAX | 7.65% | 9.35% | -33.7% | -13.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 11.5% | 9.04% | -13.9% | 1.87% |
| Hongkong Hang Seng | HSI | 7.26% | 8.42% | -17.2% | -3.53% |
| India NIFTY 50 | INDA | 12.4% | 3.98% | -16.9% | 8.69% |
| Brasil Bovespa | EWZ | 5.24% | 3.57% | -19.8% | 16.0% |
NU vs. Sectors NU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.13% | 11.1% | -24.1% | -11.9% |
| Consumer Discretionary | XLY | 2.64% | 9.58% | -18.5% | -3.86% |
| Consumer Staples | XLP | 12.5% | 2.79% | -20.6% | 1.0% |
| Energy | XLE | 8.34% | 17.2% | -12.9% | 22.4% |
| Financial | XLF | 6.95% | 10.3% | -23.4% | -8.81% |
| Health Care | XLV | 8.01% | 10.5% | -13.3% | 10.2% |
| Industrial | XLI | 6.82% | 9.61% | -15.7% | 3.58% |
| Materials | XLB | 8.24% | 10.1% | -8.42% | 15.8% |
| Real Estate | XLRE | 9.82% | 7.45% | -13.2% | -4.63% |
| Technology | XLK | 1.18% | 10.1% | -10.4% | 4.25% |
| Utilities | XLU | 9.14% | 3.86% | -18.4% | -9.95% |
| Aerospace & Defense | XAR | 5.43% | 5.84% | -26.6% | -16.5% |
| Biotech | XBI | 5.86% | 13.4% | -2.22% | 12.7% |
| Homebuilder | XHB | 6.74% | 11.6% | -0.33% | 18.5% |
| Retail | XRT | 7.78% | 8.47% | -11.2% | 14.1% |