Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
NU · against 82 other Banks & Insurance companies of similar size
Ranked #6 of 83 · scores higher than 94% of peers
Bars: peers in each 10-point band of the profitability score6 peers with a profitability score of 90–100, including NU · Click a bar to see the companies
Mainly thanks to its return on equity and return on assets, which are stronger than most Banks & Insurance peers.
| Metric | NU | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 69 reported | 285.5% | 12.7% | 99% | Context only | |
| Operating marginHigher is better · 6 reported | Not reported | 21.2% | — | — | Context only |
| Return on assetsHigher is better · 83 reported | 3.8% | 1.0% | 91% | 50% | |
| Return on equityHigher is better · 83 reported | 31.6% | 14.1% | 99% | 50% | |
| Gross marginHigher is better · 87 reported | 0.0% | 0.0% | 0% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 66.1B USD | 98 | 93 | |
| 1 | 536.3B ZAR (≈$29.5B) | 98 | 54 | |
| 3 | 28.3B USD | 96 | 85 | |
| 3 | 82.5B USD | 96 | 76 | |
| 5 | 35.2B USD | 92 | 81 | |
| 6 | 56.1B USD | 91 | 62 | |
| 7 | 379.7B HKD (≈$48.6B) | 89 | 78 | |
| 7 | 594.55T IDR (≈$36.9B) | 89 | 58 | |
| 7 | 77.0B USD | 89 | 47 | |
| 10 | 62.2B USD | 87 | 71 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score