NUNEUTRAL

NU Return on Equity (ROE) Analysis

31.6%

Updated 398h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures how much profit a company generates from each dollar of shareholders’ equity, and NU’s current 31.6% means it earns $0.316 for every $1 of equity.

Sector Performance

84th percentile

NU

31.6%

Sector Median

13.2%

Sector Avg

16.4%

Prior Period

30.1%(Aug 2026)

↑ Improving
📊

Deep Analysis

Return on equity (ROE) measures how much profit a company generates from each dollar of shareholders’ equity, and NU’s current 31.6% means it earns $0.316 for every $1 of equity.

That figure is well above the sector median of 13.5%, placing NU in the 83rd percentile among its sector peers. The year-over-year change is not available, but quarter-over-quarter ROE rose by 5.0 percentage points from 30.1% to 31.6%, with the eight-quarter trend direction also not available. The combination of a high ROE level and a recent upward move suggests strong current profitability and improving efficiency, which lowers earnings risk relative to peers. This performance contradicts a neutral overall stance by pointing toward above-average financial returns, yet the lack of longer-term trend data leaves room for caution. On balance, the metric supports a slightly more favorable view than neutral, but does not fully overturn it given the missing historical context.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about NU?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

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NU

31.6%

Sector Median

13.2%

Sector Avg

16.4%

How NU's Return on Equity (ROE) compares to sector peers.

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