Stock Scorecard

Stock Summary for XP Inc - Class A (XP) - $15.67 as of 11/20/2024 8:54:08 PM EST

Total Score

18 out of 30

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for XP

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for XP

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for XP

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for XP

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for XP (76 out of 90)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 8
Stock Price Trend (Max of 10) 1
Book Value (Max of 10) 8
Book Value to Price (Max of 10) 10
Analyst Buy Ratings (Max of 5) 4
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 10
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 10
Price to Earnings (Max of 10) 9

Financial Details for XP

Company Overview
Ticker XP
Company Name XP Inc - Class A
Country USA
Description XP Inc. offers financial products and services in Brazil. The company is headquartered in So Paulo, Brazil.
Sector Name FINANCE
Industry Name SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Most Recent Quarter 6/30/2024
Next Earnings Date N/A

Stock Price History
Last Day Price 15.67
Price 4 Years Ago 37.55
Last Day Price Updated 11/20/2024 8:54:08 PM EST
Last Day Volume 7,254,909
Average Daily Volume 3,217,153
52-Week High 27.02
52-Week Low 15.24
Last Price to 52 Week Low 2.82%

Valuation Measures
Trailing PE 12.68
Industry PE 22.45
Sector PE 21.40
5-Year Average PE 5.26
Free Cash Flow Ratio 1.19
Industry Free Cash Flow Ratio 6.30
Sector Free Cash Flow Ratio 11.50
Current Ratio Most Recent Quarter 0.04
Total Cash Per Share 13.21
Book Value Per Share Most Recent Quarter 37.24
Price to Book Ratio 2.59
Industry Price to Book Ratio 2.68
Sector Price to Book Ratio 2.00
Price to Sales Ratio Twelve Trailing Months 0.57
Industry Price to Sales Ratio Twelve Trailing Months 6.41
Sector Price to Sales Ratio Twelve Trailing Months 3.50
Analyst Buy Ratings 4
Analyst Strong Buy Ratings 2

Share Statistics
Total Shares Outstanding 424,252,000
Market Capitalization 6,648,028,840
Institutional Ownership N/A

Dividends
Ex-Dividend Date 12/10/2024
Last Dividend Amount 0.73
Current Dividend Amount 0.65
Total Years Dividend Increasing 1
Trailing Annual Dividend Rate 1.38
Trailing Annual Dividend Yield 8.81%
Forward Annual Dividend Rate 1.38
Forward Annual Dividend Yield 8.81%
5-Year Dividend Payments Count 3
3-Year Average Dividend Yield 0.00%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio 103.76%

Income Statement
Quarterly Earnings Growth YOY 10.40%
Annual Earnings Growth 8.93%
Reported EPS 12 Trailing Months 1.33
Reported EPS Past Year 2.26
Reported EPS Prior Year 7.76
Net Income Twelve Trailing Months 4,306,697,000
Net Income Past Year 3,898,702,000
Net Income Prior Year 3,579,050,000
Quarterly Revenue Growth YOY 18.20%
5-Year Revenue Growth 44.25%
Operating Margin Twelve Trailing Months 0.33

Balance Sheet
Total Cash Most Recent Quarter 5,604,375,000
Total Cash Past Year 3,943,307,000
Total Cash Prior Year 3,553,126,000
Net Cash Position Most Recent Quarter 4,344,375,000
Net Cash Position Past Year 2,077,427,000
Long Term Debt Past Year 1,865,880,000
Long Term Debt Prior Year 1,865,880,000
Total Debt Most Recent Quarter 1,260,000,000
Equity to Debt Ratio Past Year 0.91
Equity to Debt Ratio Most Recent Quarter 0.94
Total Stockholder Equity Past Year 19,449,352,000
Total Stockholder Equity Prior Year 17,035,735,000
Total Stockholder Equity Most Recent Quarter 19,957,839,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 23,516,580,000
Free Cash Flow Per Share Twelve Trailing Months 55.43
Free Cash Flow Past Year 7,931,078,000
Free Cash Flow Prior Year 1,676,910,000

Options
Put/Call Ratio 0.83
Has Options Options Chain
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD -0.25
MACD Signal -0.18
20-Day Bollinger Lower Band 16.13
20-Day Bollinger Middle Band 17.95
20-Day Bollinger Upper Band 19.78
Beta 1.66
RSI 40.20
50-Day SMA 21.17
150-Day SMA 20.43
200-Day SMA 24.92

System
Modified 11/19/2024 4:42:52 PM EST