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XP

SELL

XP Inc. · Financial Services · Cayman Islands · $8.6B · Avg Vol: $94M/d

25
StockRank
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Q
46
V
43
M
23
P/E (TTM)
8.7x
ROE
22.9%
D/E
6.8x
Dividend %
2.3%

COMPANY DESCRIPTION

XP Inc. is a leading technology-driven financial services platform in Brazil, offering investment products, financial advisory, and brokerage services to a wide client base. Its competitive moat is built on its strong brand, extensive network of independent financial advisors, and a comprehensive digital platform that disrupts traditional banking models. XP is a market leader in investment advisory in Brazil, democratizing access to financial markets for a growing middle class.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue5.9B6.5B7.4B8.0B10.3%18.2B8.7B9.8B10.8%
EPS6.447.228.339.8015.0%1.9310.6611.9510.4%
Shares541.6M535.3M537.4M518.7M-4.2%414.9M
Debt33.7B68.6B115.1B104.2B45.8%167.5B
Equity17.0B19.4B20.0B23.5B11.4%
Op CF1.8B8.1B11.2B12.0B88.3%19.4B
Inv CF-371.3M538.8M-1.7B-716.0M
Fin CF-200.3M-4.4B-5.8B-4.9B
Loading 1Y...
PRICE (1Y)+6.6%
15.3015.8016.3016.8017.30Jun 11Jul 6Jul 24
SMA 50SMA 200
Close
$16.69
RSI (14)
52.9
52W High
$22.83
From 52W High
0.7%

SCORE BREAKDOWN

Quality
46
ROIC
3.2%65.5
ROE
22.9%88.9
GP/Assets
3.2%35.4
Op. Margin
30.0%48.9
FCF/Assets
N/A
Piotroski
656.2
Int. Cover
9.7x48.9
D/E Ratio
6.77x2.5
Current Ratio
1.39x44.4
Value
43
P/E (TTM)
8.7x76.2
EV/EBITDA
N/A
P/FCF
N/A
P/B
1.8x27.1
P/S
0.5x95.2
Div Yield
2.3%26.7
Momentum
23
52W High %
73%18.1
RS 6M
-23%14.5
SMA 50/200
0.91x12.8
EPS Rev 4W
-1.9%24.8
EPS Rev 12W
-6.0%10.7
EPS Improve
+21%47.9
Q Growth
6%39.1

FUNDAMENTALS

Market Cap
$8.6B
P/E (Forward)
7.2x
Gross Margin
69.1%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of XP are excluded.

TickerCompanyMkt CapStockRankSignal
XPXP Inc.(you)$8.6B25SELL
ARXAccelerant Holdings$3.1B27SELL
PAXPatria Investments Limited$1.7B24SELL
FERAFifth Era Acquisition Corp I$326M26SELL
AEAQActivate Energy Acquisition Corp.$313M10STRONG SELL
MTALMetals Acquisition Corp. II$391M4STRONG SELL
CRACCrown Reserve Acquisition Corp. I$227M10STRONG SELL
PONOPono Capital Four, Inc.$173M9STRONG SELL
FTHAForefront Tech Holdings Acquisition Corp.$175M4STRONG SELL
GLREGreenlight Capital Re, Ltd.$563M89STRONG BUY

Peer medians: ROE 11.5% · P/E 14.1x · Gross margin 61.4%

XP Inc. (XP) — Stock Score Summary

XP Inc. (XP) has a MoatMap StockRank of 25/100 based on Quality (46/100), Value (43/100), and Momentum (23/100) factor scores. The current signal is SELL.

XP Inc. is a leading technology-driven financial services platform in Brazil, offering investment products, financial advisory, and brokerage services to a wide client base. Its competitive moat is built on its strong brand, extensive network of independent financial advisors, and a comprehensive digital platform that disrupts traditional banking models. XP is a market leader in investment advisory in Brazil, democratizing access to financial markets for a growing middle class.

Key Financial Metrics

Price$16.69
Market Cap$8.6B
P/E (TTM)8.70
P/E (Forward)7.22
Price/Book1.85
Return on Equity22.9%
Return on Invested Capital3.2%
Debt/Equity6.77x
Gross Margin69.1%
Operating Margin30.0%
Revenue Growth9.7%
Dividend Yield2.3%

XP Inc. operates in the Capital Markets industry, part of the Financial Services sector (Cayman Islands).

Frequently Asked Questions

What is XP Inc.’s (XP) StockRank?
MoatMap’s StockRank for XP Inc. (XP) is 25/100, with a Sell signal. It is a composite of Quality (46), Value (43), and Momentum (23) factor ranks across MoatMap’s 20,000+ stock universe.
Does XP Inc. have an economic moat?
XP Inc. (XP) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is XP Inc. a buy, hold, or sell?
MoatMap’s current signal for XP Inc. (XP) is Sell, based on a StockRank of 25/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is XP Inc. in?
XP Inc. (XP) operates in the Financial Services sector, specifically the Capital Markets industry (Cayman Islands).