What podcasts say about Nubank
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Nubank
9 statements · 8 positive · 1 neutral
Nubank has approximately 140 million customers and ranks among the world’s largest digital banks.
“Nubank is a digital bank. It's one of the largest in the world. They have about 140 million customers as of the earnings report yesterday.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 3:27
Nubank’s return on equity is currently in the mid-30% range.
“the ROEs are now, again, as of yesterday, around 30, in the mid-30s or so.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 5:01
Nubank will deepen existing Brazilian customer relationships over the next five years.
“they're going to spend the next five sort of deepening those relationships.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 7:34
Nubank’s Mexico business could eventually become very large, potentially exceeding Brazil’s size.
“Mexico, which I think, correctly so, the market has been extremely skeptical of, although until recently, that business has the potential, in our opinion, to be a similar size, if not bigger than Mexico over time.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 7:51
Brazil’s banking system generates roughly $100 billion in gross profit, with Nubank at about 7%.
“The profit pool generally in Brazil is about $100 billion of gross profit in the banking system. And today, new banks are at like 7% of that.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 13:51
A roughly 16-times earnings multiple is fair for Nubank.
“we use roughly 16 times multiple, which I think is fair.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 18:25
Vanshap’s Nubank valuation excludes the United States business.
“We don't count the U.S.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 28:45
Nubank’s revenue per active customer is forecast to rise from about 17 to the high 20s.
“We have that going from roughly 17 up to, I believe, in the high 20s.”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 29:47
Nubank is likely to remain the most efficient provider and offer the lowest financial-product rates.
“No one is going to be more efficient than new bank in, in the efficiency and therefore being able to, to your point about the credit cards that, you know, 1% lower, they should be able to offer the most efficient rate”
Open the episode · $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap CapitalListen at 45:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.