Nubank vs Apollo
Nubank and Apollo Asset Management Inc are compared here to show how their business models, financial performance, and market context differ and align, presented in neutral, accessible language for readers seeking clarity. Educational content, not financial advice.
Nubank and Apollo Asset Management Inc are compared here to show how their business models, financial performance, and market context differ and align, presented in neutral, accessible language for re...
Why It's Moving
NU Holdings edges higher amid resilient Latin American fintech momentum.
- Analysts project robust upside with median targets above current levels, fueled by 32.91% revenue growth and 47% EPS CAGR through 2027.
- Company boasts 105 million customers in Brazil, underscoring dominance in Latin America's fintech space with a $57.89 billion market cap.
- Positive outlook persists on market expansion potential into new regions like the US or Asia, alongside innovative offerings like NuCel.
Apollo's AUM hits $908B milestone amid booming private markets momentum.
- AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
- Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
- Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.
NU Holdings edges higher amid resilient Latin American fintech momentum.
- Analysts project robust upside with median targets above current levels, fueled by 32.91% revenue growth and 47% EPS CAGR through 2027.
- Company boasts 105 million customers in Brazil, underscoring dominance in Latin America's fintech space with a $57.89 billion market cap.
- Positive outlook persists on market expansion potential into new regions like the US or Asia, alongside innovative offerings like NuCel.
Apollo's AUM hits $908B milestone amid booming private markets momentum.
- AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
- Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
- Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.
Which Baskets Do They Appear In?
Brazil Consumer Trends | Global Brand Opportunities
As Brazil's middle class expands and adopts digital commerce, new opportunities may arise within the local economy. This basket contains US and EU-listed companies, including major consumer brands and technology firms, that are deeply integrated into this growth.
Published: October 15, 2025
Explore BasketBrazil Digital Economy: What's Next for Investors?
Brazil's rapid adoption of digital payments and e-commerce presents a significant economic transformation for its citizens and businesses. This basket offers exposure to this growth through global technology companies that provide essential digital infrastructure, payment systems, and cloud services in Brazil.
Published: October 10, 2025
Explore BasketBrazil Digital Banking: Could Infrastructure Stocks Win?
As more Brazilians turn to digital platforms for managing their wealth, the demand for sophisticated financial technology is growing. This basket offers exposure to US and EU-listed companies providing the critical software, payment systems, and market infrastructure powering this shift.
Published: October 9, 2025
Explore BasketWhich Baskets Do They Appear In?
Brazil Consumer Trends | Global Brand Opportunities
As Brazil's middle class expands and adopts digital commerce, new opportunities may arise within the local economy. This basket contains US and EU-listed companies, including major consumer brands and technology firms, that are deeply integrated into this growth.
Published: October 15, 2025
Explore BasketBrazil Digital Economy: What's Next for Investors?
Brazil's rapid adoption of digital payments and e-commerce presents a significant economic transformation for its citizens and businesses. This basket offers exposure to this growth through global technology companies that provide essential digital infrastructure, payment systems, and cloud services in Brazil.
Published: October 10, 2025
Explore BasketBrazil Digital Banking: Could Infrastructure Stocks Win?
As more Brazilians turn to digital platforms for managing their wealth, the demand for sophisticated financial technology is growing. This basket offers exposure to US and EU-listed companies providing the critical software, payment systems, and market infrastructure powering this shift.
Published: October 9, 2025
Explore BasketInvestment Analysis
Nubank
NU
Pros
- Nu Holdings has demonstrated strong revenue growth, with a 48.7% year-on-year increase in 2024, driven by expanding customer bases in Latin America.
- The company maintains a leading position in digital banking across Brazil, Mexico, and Colombia, benefiting from high customer engagement and low-cost operations.
- Nu Holdings is profitable, reporting $1.97 billion in earnings for 2024, reflecting efficient cost management and scalable business models.
Considerations
- Nu Holdings trades at a high valuation, with a forward P/E ratio above 23 and a price-to-sales ratio significantly above sector averages.
- The company's growth is concentrated in emerging markets, exposing it to currency volatility, regulatory changes, and macroeconomic instability.
- Nu Holdings does not pay a dividend, limiting income appeal for investors seeking regular returns.
Apollo
APO
Pros
- Apollo Asset Management benefits from a diversified global asset base, providing exposure to multiple alternative investment strategies and geographies.
- The firm has a strong track record in generating high fee-related earnings and deploying capital in private equity, credit, and real assets.
- Apollo maintains a robust balance sheet with significant liquidity, supporting strategic acquisitions and resilience during market downturns.
Considerations
- Apollo's performance is closely tied to market cycles, making earnings vulnerable to downturns in credit and equity markets.
- The company faces intense competition from other large asset managers, which can pressure fee margins and asset growth.
- Regulatory scrutiny on alternative asset managers has increased, potentially impacting operational flexibility and profitability.
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