(NU) Nu Holdings - Performance 14.5% in 12m
Compare NU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
17.18%
#70 in Group
Rel. Strength
68.68%
#2500 in Universe
Total Return 12m
14.46%
#56 in Group
Total Return 5y
20.33%
#71 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%
45th Percentile in Group
12m Total Return: NU (14.5%) vs XLF (22.7%)
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 |
1.18% | 80.8% | 512% | 8.93 | 7.34 | 1.86 | 18.0% | - |
| NWG NYSE Natwest |
8.39% | 76.7% | 492% | 9.32 | 7.95 | 0.55 | 73.1% | 61.3% |
| MUFG NYSE Mitsubishi UFJ Financial |
-7.26% | 29.2% | 293% | 10.6 | 9.77 | 0.88 | 58.5% | 19.4% |
| GGAL NASDAQ Grupo Financiero Galicia |
10.9% | 101% | 973% | 7.23 | 3.47 | 0.75 | 81.5% | 234% |
| SMFG NYSE Sumitomo Mitsui Financial |
-8.15% | 28% | 240% | 9.43 | 8.94 | 0.73 | 66.2% | 31.8% |
| MFG NYSE Mizuho Financial |
-8.35% | 33.4% | 175% | 10.4 | 9.36 | 0.82 | -2.20% | -12.7% |
| SUPV NYSE Grupo Supervielle |
14.9% | 143% | 883% | 12.9 | - | 0.29 | 65.3% | 152% |
| BMA NYSE Banco Macro |
17.2% | 79.1% | 614% | 20.1 | 3.1 | 0.9 | 38.9% | 103% |
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 | 21.39% | -2.11% | -0.87% |
| 3 Months | -6.12% | -4.92% | -7.58% |
| 12 Months | 14.46% | 22.69% | 11.88% |
| 5 Years | 20.33% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | NU | XLF | S&P 500 |
| 1 Month | 89.1% | 27.8% | 23% |
| 3 Months | -48.1% | -81% | -88.5% |
| 12 Months | -28.4% | 83.7% | 55.1% |
| 5 Years | 76.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #2 | 24.0% | 22.5% |
| 3 Month | #55 | -1.26% | 1.58% |
| 12 Month | #56 | -6.71% | 2.31% |
| 5 Years | #55 | -9.66% | -3.78% |
FAQs
Does NU Nu Holdings outperforms the market?
No,
over the last 12 months NU made 14.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months NU made -6.12%, while XLF made -4.92%.
Over the last 3 months NU made -6.12%, while XLF made -4.92%.
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 | 4.61% | 22.3% | -15.8% | 2.58% |
| US NASDAQ 100 | QQQ | 3.58% | 20.0% | -16.2% | 1.79% |
| US Dow Jones Industrial 30 | DIA | 5.55% | 24.6% | -15.7% | 5.26% |
| German DAX 40 | DAX | 5.84% | 20.1% | -35.3% | -10.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 8.57% | 24.2% | -12.8% | 8.50% |
| Hongkong Hang Seng | HSI | 5.60% | 21.3% | -17.7% | 0.57% |
| India NIFTY 50 | INDA | 7.45% | 17.3% | -16.1% | 11.4% |
| Brasil Bovespa | EWZ | 5.41% | 16.8% | -19.5% | 20.3% |
NU vs. Sectors NU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.36% | 22.4% | -21.9% | -9.50% |
| Consumer Discretionary | XLY | 4.53% | 21.5% | -18.3% | 1.14% |
| Consumer Staples | XLP | 8.11% | 21.2% | -21.1% | 3.26% |
| Energy | XLE | 9.09% | 35.3% | -9.98% | 25.6% |
| Financial | XLF | 6.0% | 23.5% | -23.4% | -8.23% |
| Health Care | XLV | 4.69% | 25.2% | -14.1% | 12.7% |
| Industrial | XLI | 4.19% | 21.3% | -16.5% | 4.87% |
| Materials | XLB | 5.22% | 23.8% | -8.36% | 18.0% |
| Real Estate | XLRE | 6.13% | 22.7% | -14.9% | -3.63% |
| Technology | XLK | 2.16% | 19.7% | -12.4% | 6.73% |
| Utilities | XLU | 7.45% | 21.3% | -17.9% | -7.37% |
| Aerospace & Defense | XAR | 3.66% | 15.0% | -29.3% | -12.1% |
| Biotech | XBI | 3.31% | 19.1% | -3.13% | 16.3% |
| Homebuilder | XHB | 5.30% | 23.7% | -0.96% | 21.5% |
| Retail | XRT | 6.18% | 22.0% | -10.2% | 17.2% |