- 
NU is a big name in the LATAM.
- LATAM is expected to grow significantly in next decade with digitalization as the strongest theme.
- Let's talk about fundamentals:
Year | 2025| 2026| 2027 | 2028
EPS | 0.56 | 0.77 | 1.05 | 1.45
EPS growth% | 31.99% | 37.71% | 36.05% | 38.58%
For a company growing EPS at 30%+ deserves a forward p/e of 30
Base Case Stock Value ( Forward p/e = 30 ):
Year | 2025| 2026| 2027 | 2028
fair value | $16.8 | $23 | $31 | $43
Bear Case ( Forward p/e = 20 )
Year | 2025| 2026| 2027 | 2028
fair value | $11.2 | $15.4 | $21 | $29
Bull Case ( Forward p/e = 35 )
Year | 2025| 2026| 2027 | 2028
fair value | $19.6 | $26.95 | $36.75 | $50
NU is a big name in the LATAM. - LATAM is expected to grow significantly in next decade with digitalization as the strongest theme.
- Let's talk about fundamentals:
Year | 2025| 2026| 2027 | 2028
EPS | 0.56 | 0.77 | 1.05 | 1.45
EPS growth% | 31.99% | 37.71% | 36.05% | 38.58%
For a company growing EPS at 30%+ deserves a forward p/e of 30
Base Case Stock Value ( Forward p/e = 30 ):
Year | 2025| 2026| 2027 | 2028
fair value | $16.8 | $23 | $31 | $43
Bear Case ( Forward p/e = 20 )
Year | 2025| 2026| 2027 | 2028
fair value | $11.2 | $15.4 | $21 | $29
Bull Case ( Forward p/e = 35 )
Year | 2025| 2026| 2027 | 2028
fair value | $19.6 | $26.95 | $36.75 | $50
Note
Morgan Stanley : Rating Overweight and Price Target : $18Note
On 18 July 2025, 
EWZ sold off. Brazil equities were weak perhaps because of trade war between Brazil & US.It appears that the breakout which was imminent has been delayed. Watching it carefully
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.