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XP

BULLISH
$19.63 Live
XP Inc. · NASDAQ
Target $25.03 (+27.5%)
$15.51 52W Range $23.13

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 24, 2026
Market cap
$10.15B
P/E
10.12
ROE
23.7%
Profit margin
29.1%
Debt/Equity
6.31
Dividend yield
0.92%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
XP Inc. exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust operational efficiency and financial stability. The stock is significantly undervalued, trading at $19.63, which is slightly below its Graham Number ($20.01) and far below its growth-based intrinsic value ($55.17). While the technical trend is currently bearish and insider sentiment is lukewarm, the combination of a low P/E (10.12), high ROE (23.71%), and consistent earnings growth makes it a compelling value play. The company's ability to maintain high profit margins (29.09%) while growing revenue by 13.3% YoY suggests a strong competitive moat in the capital markets sector.

Key Strengths

Strong Piotroski F-Score (7/9) indicating high financial health
Highly attractive valuation with a P/E of 10.12 vs sector average of 40.82
Exceptional ROE of 23.71%, vastly outperforming the sector average
Consistent long-term earnings track record with frequent estimate beats
Strong profitability margins (Gross Margin 69.26%, Operating Margin 31.50%)

Key Risks

High Debt/Equity ratio (6.31), though typical for financial services
Bearish technical trend (0/100) suggesting short-term price pressure
Low insider sentiment (40/100) indicating lack of internal conviction
Low dividend yield (0.92%) providing little income support
Sensitivity to capital markets volatility and interest rate fluctuations
AI Fair Value Estimate
Based on comprehensive analysis
$32.5
+65.6% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
68
Strong
Value
95
Future
70
Past
65
Health
80
Dividend
30
AI Verdict
Strong Value Opportunity
Key drivers: Deep valuation discount, Strong operational health (Piotroski), Consistent EPS growth
Confidence
90%
Value
95/100

Ref P/E 10.12, Graham Number $20.01, Intrinsic Value $55.17

Positives
  • P/E significantly below sector average
  • Trading near Graham Number
  • Price/Sales ratio of 0.57 is very low
Watchpoints
  • Price/Book of 2.16 is moderate
Future
70/100

Ref Revenue Growth 13.30%, Earnings Growth 14.10%

Positives
  • Steady YoY Revenue growth (13.3%)
  • Positive Forward P/E (7.93) suggests earnings growth
Watchpoints
  • Growth rates are stable but not explosive
Past
65/100

Ref 5Y Change -44.1%, 1Y Change +31.7%

Positives
  • Strong 1Y return (+31.7%)
  • Consistent quarterly earnings beats over 25 quarters
Watchpoints
  • Poor 5Y performance (-44.1%)
Health
80/100

Ref Piotroski F-Score 7/9, Debt/Equity 6.31

Positives
  • Piotroski F-Score of 7/9
  • Healthy Current Ratio (1.34)
Watchpoints
  • High Debt/Equity ratio (6.31)
Dividend
30/100

Ref Yield 0.92%, Payout 10.15%

Positives
  • Very low payout ratio (10.15%) indicates high sustainability
Watchpoints
  • Low dividend yield (0.92%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$19.63
Analyst Target
$25.03
Upside/Downside
+27.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for XP and closest competitors.

Updated 2026-04-23
XP
XP Inc.
Primary
5Y
-44.1%
3Y
+60.4%
1Y
+31.7%
6M
+15.4%
1M
+2.1%
1W
-7.0%
WUL
TeraWulf Inc.
Peer
5Y
+143.3%
3Y
+1324.5%
1Y
+630.1%
6M
+58.1%
1M
+25.6%
1W
+5.5%
SEI
SEI Investments Company
Peer
5Y
+56.6%
3Y
+50.5%
1Y
+19.3%
6M
+4.8%
1M
+7.9%
1W
+6.0%
AFG
American Financial Group, Inc.
Peer
5Y
+147.1%
3Y
+12.2%
1Y
+0.9%
6M
+4.0%
1M
-6.8%
1W
-2.5%
UMB
UMB Financial Corporation
Peer
5Y
+47.3%
3Y
+122.5%
1Y
+38.1%
6M
+10.8%
1M
+10.7%
1W
+2.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
10.12
Forward P/E
7.93
PEG Ratio
N/A
P/B Ratio
2.16
P/S Ratio
0.57
EV/Revenue
-6.07
EV/EBITDA
N/A
Market Cap
$10.15B

Profitability

Profit margins and return metrics

Profit Margin 29.09%
Operating Margin 31.5%
Gross Margin 69.26%
ROE 23.71%
ROA 1.39%

Growth

Revenue and earnings growth rates

Revenue Growth +13.3%
Earnings Growth +14.1%
Q/Q Revenue Growth +7.73%
Q/Q Earnings Growth +9.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
6.31
High debt
Current Ratio
1.34
Good
Quick Ratio
1.3
Good
Cash/Share
$514.15

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Revenue
$2.1B
Gross Margin
27.1%
Op. Margin
-54.4%
Net Margin
63.1%
Total Assets
$399.5B
Liabilities
$375.8B
Equity
$23.7B
Debt/Equity
15.88x
Operating CF
$12.3B
CapEx
$-0.2B
Free Cash Flow
$12.1B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-19
$N/A
2026-02-12
$2.56
+2.4% surprise
2025-11-17
$2.47
-0.2% surprise
2025-08-18
$2.46
+5.7% surprise

Financial Services Sector Comparison

Comparing XP against 612 companies in the Financial Services sector (113 bullish, 251 neutral, 248 bearish)
P/E Ratio
10.12
This Stock
vs
40.43
Sector Avg
-75.0% (Discount)
Return on Equity (ROE)
23.71%
This Stock
vs
-1.21%
Sector Avg
-2055.4% (Below Avg)
Profit Margin
29.09%
This Stock
vs
49.39%
Sector Avg
-41.1% (Weaker)
Debt to Equity
6.31
This Stock
vs
1.5
Sector Avg
+321.0% (Higher)
Revenue Growth
13.3%
This Stock
vs
38.97%
Sector Avg
-65.9% (Slower)
Current Ratio
1.34
This Stock
vs
3.6
Sector Avg
-62.8% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
20-F
2025-04-24

XP submitted its annual 20-F filing on April 24, 2025, providing a comprehensive update on its financial position and operational performance. The report details the company's financial highlights and the specific risk factors associated with its business environment.

20-F
20-F
2024-04-26

XP Inc. submitted its annual 20-F filing on April 26, 2024, providing a comprehensive overview of its financial performance and operational results. The report details the company's financial highlights and outlines the primary risk factors impacting its business model and market position.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
13 analysts
UBS
2026-04-02
Maintains
Buy Buy
Jefferies
2026-01-20
init
Buy
UBS
2025-12-16
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning XP from our newsroom.

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