Nu Holdings: Emphasizing TAM Runway As Growth Set To Reignite

  • Nu Holdings is poised for renewed hyper-growth, with revenue acceleration above 30% expected as the Brazilian Real recovers and internal execution improves. Amid recent management changes and competitive pressures, Nu's long-term prospects remain massive, with significant untapped market potential and unparalleled operational efficiency. Currency fluctuations remain a key risk, but current valuation is attractive—trading below 1x PEG and 25 times earnings, with strong earnings and revenue growth trajectory.