XP Inc Class A XP

Morningstar Rating
$14.15 +0.40 (2.91%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

XP is trading at a 228% premium.
Price
$14.15
Fair Value
$52.00
Uncertainty
High
1-Star Price
$55.45
5-Star Price
$23.75
Economic Moat
Gndh
Capital Allocation

News

Trading Information

Previous Close Price
$13.75
Day Range
$13.9014.22
52-Week Range
$10.8225.61
Bid/Ask
$14.03 / $14.50
Market Cap
$7.60 Bil
Volume/Avg
5.9 Mil / 7.7 Mil

Key Statistics

Price/Earnings (Normalized)
7.66
Price/Sales
5.63
Dividend Yield (Trailing)
4.59%
Dividend Yield (Forward)
4.59%
Total Yield
8.13%

Company Profile

XP Inc is a Cayman Island-based technology-driven financial services platform. It is a provider of low-fee financial products and services in Brazil. The company evaluates its business through a single segment such as monitoring operations, making decisions on fund allocation, and evaluating the performance. It generates revenue through the Brokerage commission.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Large Core
Total Number of Employees
6,669

Comparables

Valuation

Metric
XP
SPAC.U
NU
Price/Earnings (Normalized)
7.6622.82
Price/Book Value
2.356.56
Price/Sales
5.636.17
Price/Cash Flow
5.985.21
Price/Earnings
XP
SPAC.U
NU

Financial Strength

Metric
XP
SPAC.U
NU
Quick Ratio
0.6331.42
Current Ratio
0.9333.27
Interest Coverage
7.21
Quick Ratio
XP
SPAC.U
NU

Profitability

Metric
XP
SPAC.U
NU
Return on Assets (Normalized)
−1.27%4.66%
Return on Equity (Normalized)
−17.23%29.94%
Return on Invested Capital (Normalized)
−4.16%
Return on Assets
XP
SPAC.U
NU

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1-Day Chart
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Morningstar Rating for Stocks
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Economic Moat
Market Cap
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LPL Financial Holdings Inc
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Interactive Brokers Group Inc Class A
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MarketAxess Holdings Inc
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