XP Inc.

Fundamentals6.0
Price Action5.0
News Sentiment6.0
AI Rating
6.0

Key Drivers

  • High gross margins
  • Heavy leverage
  • Low asset turnover

AI
AI Summary

6.0

XP is no longer a pure retail growth story but a capital‑markets‑heavy, highly leveraged financial franchise where episodic FCF and rising credit losses—not client growth alone—will determine whether buybacks/dividends are sustainable or capital buffers erode. Investors should monitor quarterly operating cash flow, expected credit losses from loan growth, and debt/equity and liquidity metrics (vs. R$24.6bn cash) as primary triggers for re-rating or defensive action.

CapitalMarkets
CreditRisk
CashFlow‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • High gross margins
  • Heavy leverage
  • Low asset turnover

XP combines very high operating margins and strong trailing EPS (P/E ~10.5) with attractive reported returns, but suffers from very low asset turnover, heavy leverage (D/E ~4.35) and uneven near-term cash flow that raise solvency and efficiency risks.

AttractiveMargins
HighLeverage

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Below SMA
  • Recent sharp decline
  • Tight near-term support

XP sits below its last-month SMA (~$20.17) after a ~20.7% drop from $22.95 to $18.20, showing short-term downside momentum with support around $18.0–18.3 and resistance near $21.5–$23.0 amid elevated volatility.

weak
watch
Support Level: $18.0–$18.3
Resistance Level: $21.5–$23.0

~20.7% fall from $22.95 (2026-02-20) to $18.20 (2026-03-20) indicating heightened volatility

Sentiment & News

6.0

Key News Insights:

  • International outreach
  • Zacks strong-buy
  • Peer comparisons

XP's Miami global conference and repeated Zacks strong-buy/value picks point to rising institutional visibility and sustained positive analyst momentum.

visibility

The combined event-driven visibility and consistent analyst upgrades should bolster investor interest and could support share-price momentum in the near term