NUNEUTRAL

NU Debt-to-Equity Ratio Analysis

0.15x

Higher than 8% of Financial Services sector peers

Updated 126h ago·SEC filings & market data

Key Takeaway

A debt-to-equity ratio compares a company’s total liabilities to its shareholder equity, so 0.15x means NU uses only $0.15 of debt for every $1 of equity.

Sector Performance

8th percentile

NU

0.15x

Sector Median

0.46x

Sector Avg

0.94x

Prior Period

0.25x(May 2026)

↑ Improving
📊

Deep Analysis

A debt-to-equity ratio compares a company’s total liabilities to its shareholder equity, so 0.15x means NU uses only $0.15 of debt for every $1 of equity.

That is far below the sector median of 0.69x, placing NU in the 5th percentile among its Financial Services peers, which indicates very low leverage relative to the group. The trend is not available: the year-over-year change is N/A and the quarter-over-quarter change is N/A, so no direction can be inferred from historical data. The combination of a very low ratio and no trend data implies limited balance-sheet risk from debt, but also no evidence of improving or deteriorating leverage. This low debt level supports the overall NEUTRAL verdict, since it reduces downside risk from creditors but does not by itself signal growth or momentum.

Frequently Asked Questions

What does the Debt-to-Equity Ratio tell investors about NU?

Shows how much a company is financing its operations through debt vs shareholder funds. High D/E can amplify returns — and losses.

How is the Debt-to-Equity Ratio calculated?

Debt-to-Equity Ratio is calculated as: Total Debt / Shareholders' Equity.

How does NU's Debt-to-Equity Ratio compare to its sector?

NU's Debt-to-Equity Ratio of 0.15x compares to a Financial Services sector median of 0.46x, placing it in the 8th percentile.

Who are NU's closest peers by Debt-to-Equity Ratio?

The closest Financial Services peers by Debt-to-Equity Ratio include: HSBC (0.52x), AIZ (0.38x), AMP (0.53x), RJF (0.35x), AFL (0.35x).

The Formula

Total Debt / Shareholders' Equity

Why It Matters

Shows how much a company is financing its operations through debt vs shareholder funds. High D/E can amplify returns — and losses.

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NU

0.15x

Sector Median

0.46x

Sector Avg

0.94x

How NU's Debt-to-Equity Ratio compares to sector peers.

Not financial advice. Research tool only. Data may be delayed.