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Nu Holdings Stock Analysis: Buy or Sell? | NU Stock Analysis

Parkev Tatevosian, CFAJun 21, 2026

Summary

Parkev states that New Holdings, a financial services and lending company operating in Latin America, has experienced a significant 24% decline in its share price year-to-date in 2026, despite being roughly flat over the previous year. This performance is disappointing compared to the broader market. The stock has been subject to downgrades from major investment banks like Bank of America, Citigroup, and Susquehanna, primarily due to leadership changes and increasing credit concerns, specifically a rise in loan defaults. Parkev highlights the heightened risk associated with defaults in markets lacking significant property rights, leading to potentially higher losses.

However, Parkev identifies several compelling reasons to consider New Holdings a buying opportunity. The company has maintained a strong operating cash flow to sales ratio, consistently around 41% for the past four years, demonstrating its robust cash generation capabilities which management can further influence by adjusting lending activities. Furthermore, the stock's valuation has become significantly more attractive, with its forward price-to-earnings ratio dropping to 13.9, a level not seen since January 2025. Parkev's own discounted cash flow model suggests the stock is undervalued, currently trading at $12.66—near its 52-week low of $11.20—while he estimates its fair value to be around $23.70. He acknowledges the complexity of valuing financial companies but believes the current dip represents a strong opportunity.

**New Holdings (NU):** Parkev maintains a "buy" rating for this Latin American financial services company, reiterating his recommendation on June 16th, 2026, seeing it as a buying opportunity on the dip. The company's stock has fallen 24% year-to-date in 2026, driven by investment bank downgrades citing leadership changes and rising credit default rates, especially in a region where loan losses can be high. Despite these headwinds, Parkev points to an attractive valuation, with the forward price-to-earnings ratio at 13.9 and his discounted cash flow model indicating a fair value of $23.70, significantly above its current price of $12.66 and 52-week low of $11.20. He also highlights the company's consistent strong operating cash flow to sales ratio, which has been around 41% for the past four years.

Mentioned Stocks

NU
Sentiment: BUYAction: RECOMMENDED

Reasoning: Parkev reiterated his "buy" rating for New Holdings on June 16th, 2026, viewing the recent share price dip as a buying opportunity. The stock has fallen 24% year-to-date in 2026, partially due to investment bank downgrades citing credit concerns and leadership changes, which have led to increasing loan default rates. However, Parkev highlights the company's strong operating cash flow to sales, consistently around 41% for the past four years. He also finds the valuation highly attractive; the forward price-to-earnings ratio is at 13.9 (near its lowest since January 2025), and his discounted cash flow model estimates a fair value of $23.70, significantly above its current trading price of $12.66 and its 52-week low of $11.20. He acknowledges the difficulty in valuing financial companies but considers the current price a strong entry point.

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