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XP (XP)

(Real Time Quote from BATS)

$20.77 USD

20.77
2,646,330

-0.65 (-3.04%)

Updated Apr 30, 2024 02:15 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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4-Sell of 5       4  

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value B Growth F Momentum C VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 44% (141 out of 251)

Industry: Financial - Miscellaneous Services

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for XP

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for XP Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 790 688 461 379 28
Receivables 186 147 115 123 179
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets 885 821 738 270 23
Total Current Assets 1,860 1,657 1,314 773 229
Net Property & Equipment 75 60 58 40 36
Investments & Advances 46,394 34,741 23,957 17,535 10,498
Other Non-Current Assets NA 0 0 0 0
Deferred Charges 421 312 236 98 72
Intangibles 501 164 152 138 140
Deposits & Other Assets 574 213 50 11 21
Total Assets 49,883 37,197 25,820 18,630 11,054
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable NA 0 0 0 0
Accounts Payable 190 120 161 167 68
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities 342 258 291 214 212
Total Current Liabilities 532 378 452 381 280
Mortgages NA 0 0 0 0
Deferred Taxes/Income 17 22 5 2 1
Convertible Debt NA 0 0 0 0
Long-Term Debt 441 361 357 161 373
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities 44,997 33,135 22,333 15,973 8,586
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities 45,987 33,896 23,148 16,516 9,241
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock NA 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus NA 0 0 0 1,371
Retained Earnings NA 0 0 0 0
Other Equity 3,919 3,686 2,704 2,114 442
Treasury Stock 23 385 32 0 0
Total Shareholder's Equity 3,896 3,301 2,672 2,114 1,813
Total Liabilities & Shareholder's Equity 49,883 37,197 25,820 18,630 11,054
Total Common Equity 103,895 3,301 2,672 2,114 1,813
Shares Outstanding 560.50 560.50 559.50 559.00 551.80
Book Value Per Share 185.36 5.89 4.78 3.78 3.29

Fiscal Year End for XP Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 -99,209 783 589 595
Receivables NA 186 189 175 169
Notes Receivable NA NA 0 0 0
Inventories NA NA 0 0 0
Other Current Assets NA 885 901 862 818
Total Current Assets NA 1,860 1,873 1,626 1,582
Net Property & Equipment NA 75 71 61 59
Investments & Advances NA 46,394 44,335 44,046 35,006
Other Non-Current Assets NA NA 0 0 0
Deferred Charges NA 421 414 310 305
Intangibles NA 501 522 169 160
Deposits & Other Assets NA 574 549 364 275
Total Assets NA 49,883 47,806 46,618 37,430
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA NA 0 0 0
Accounts Payable NA 190 124 126 113
Current Portion Long-Term Debt NA NA 0 0 0
Current Portion Capital Leases NA NA 0 0 0
Accrued Expenses NA NA 0 0 0
Income Taxes Payable NA NA 0 0 0
Other Current Liabilities NA 342 288 280 174
Total Current Liabilities NA 532 411 407 287
Mortgages NA NA 0 0 0
Deferred Taxes/Income NA 17 15 27 15
Convertible Debt NA NA 0 0 0
Long-Term Debt NA 441 258 0 351
Non-Current Capital Leases NA NA 0 0 0
Other Non-Current Liabilities NA 43,021 42,457 33,496
Minority Interest (Liabilities) NA NA 0 0 0
Total Liabilities NA 45,987 43,705 42,891 34,149
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA NA 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA NA 3,839 0 0
Retained Earnings NA NA 262 358 153
Other Equity NA 3,919 24 3,393 3,687
Treasury Stock NA 23 24 24 559
Total Shareholder's Equity NA 3,896 4,101 3,727 3,281
Total Liabilities & Shareholder's Equity NA 49,883 47,806 46,618 37,430
Total Common Equity 0 103,895 4,101 3,727 3,281
Shares Outstanding 560.50 560.50 560.50 560.50 560.50
Book Value Per Share 0.00 185.36 7.32 6.65 5.85