XP Valuation

XP Inc

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19.480

-0.28(-1.417%)1D

Overview
Forecast
Valuation
Earnings

XP Relative Valuation

XP's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, XP is overvalued; if below, it's undervalued.

Historical Valuation

XP Inc (XP) is now in the Undervalued zone, suggesting that its current forward PE ratio of 10.66 is considered Undervalued compared with the five-year average of 19.46. The fair price of XP Inc (XP) is between 20.52 to 56.74 according to relative valuation methord. Compared to the current price of 19.48 USD , XP Inc is Undervalued By 5.06%.

Relative Value

Fair Zone

20.52-56.74

Current Price：19.48

5.06%

Undervalued

10.51

Trailing

Forward

NaN

EV/EBITDA

XP Inc. (XP) has a current EV/EBITDA of NaN. The 5-year average EV/EBITDA is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBITDA of NaN falls within the range.

NaN

EV/EBIT

XP Inc. (XP) has a current EV/EBIT of NaN. The 5-year average EV/EBIT is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBIT of NaN falls within the range.

2.81

XP Inc. (XP) has a current PS of 2.81. The 5-year average PS is 5.09. The thresholds are as follows: Strongly Undervalued below -1.03, Undervalued between -1.03 and 2.03, Fairly Valued between 8.15 and 2.03, Overvalued between 8.15 and 11.22, and Strongly Overvalued above 11.22. The current Forward PS of 2.81 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/OCF

XP Inc. (XP) has a current P/OCF of 0.00. The 5-year average P/OCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/OCF of 0.00 falls within the Strongly Undervalued range.

4.35

P/FCF

XP Inc. (XP) has a current P/FCF of 4.35. The 5-year average P/FCF is 22.79. The thresholds are as follows: Strongly Undervalued below -93.72, Undervalued between -93.72 and -35.47, Fairly Valued between 81.04 and -35.47, Overvalued between 81.04 and 139.30, and Strongly Overvalued above 139.30. The current Forward P/FCF of 4.35 falls within the Historic Trend Line -Fairly Valued range.

XP Inc (XP) has a current Price-to-Book (P/B) ratio of 2.49. Compared to its 3-year average P/B ratio of 2.75 , the current P/B ratio is approximately -9.46% higher. Relative to its 5-year average P/B ratio of 5.16, the current P/B ratio is about -51.82% higher. XP Inc (XP) has a Forward Free Cash Flow (FCF) yield of approximately 18.94%. Compared to its 3-year average FCF yield of 11.84%, the current FCF yield is approximately 59.89% lower. Relative to its 5-year average FCF yield of 6.09% , the current FCF yield is about 210.86% lower.

2.45

P/B

Median3y

2.75

Median5y

5.16

18.94

FCF Yield

Median3y

11.84

Median5y

6.09

Competitors Valuation Multiple

The average P/S ratio for XP's competitors is , providing a benchmark for relative valuation. XP Inc Corp (XP) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 5.60%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

Marketaxess Holdings Inc

Jefferies Financial Group Inc

Loss

-1.71%

14.37B

Performance Decomposition

Market capitalization of XP increased by 8.58% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 26.50 to 29.66.

The secondary factor is the Revenue Growth, contributed 5.60%to the performance.

Overall, the performance of XP in the past 1 year is driven by Margin Expansion. Which is more sustainable.

5.60%

4.22B → 4.46B

Revenue Growth

11.92%

26.50 → 29.66

Margin Expansion

-8.94%

12.49 → 11.38

P/E Change

8.58%