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About the company
XP Inc. is a Cayman Islands-based holding company. The Company owns technological platforms for investments, financial services and education, in addition to media and content platforms, including brands, such as XP, Rico, Clear, Infomoney, XPeed and IM+. It distributes a range of financial products and services, such as financial education and digital content platform, financial advisory services and open financial product platform. Xpeed is a financial education platform in Brazil, which offers courses, MBAs and learning tools, as well as a range of digital content. It advises and supports its customers in a range of activities related to the financial universe, such as advisory services for institutional clients, private banking for high income clients, international financial services, structuring and issuance of financial products for corporate clients and issuers. It offers an open financial product platform to its clients, encompassing both proprietary and partnership products.
- Revenue in USD (TTM)2.88bn
- Net income in USD755.11m
- Incorporated2019
- Employees6.93k
- LocationXP IncAv. Chedid Jafet75, Torre Sul, 30th floor, Vila OlimpiaSAO PAULO 04.551-065BrazilBRA
- Phone+55 1 130750429
- Websitehttps://www.xpinc.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Owl Capital Corp | 1.58bn | 793.31m | 6.14bn | -- | 7.75 | 1.02 | -- | 3.88 | 2.03 | 2.03 | 4.06 | 15.45 | 0.1168 | -- | 77.77 | -- | 5.86 | 4.85 | 6.13 | 5.03 | 50.13 | 51.86 | 50.14 | 52.01 | -- | -- | 0.5403 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| Invesco Ltd | 5.77bn | -337.20m | 6.52bn | 8.49k | -- | 0.4484 | -- | 1.13 | -0.7532 | -0.7532 | 12.71 | 32.36 | 0.1997 | -- | -- | 680,115.40 | -0.4145 | 2.54 | -0.4564 | 3.46 | 67.54 | 68.63 | -2.08 | 13.81 | -- | -- | 0.3524 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.35bn | 589.00m | 6.89bn | 9.00k | 12.54 | 1.67 | -- | 0.937 | 5.42 | 5.42 | 67.55 | 40.77 | 0.0484 | -- | -- | 816,444.40 | 0.4801 | 0.6607 | -- | -- | -- | -- | 9.92 | 16.63 | -- | 4.45 | 0.2574 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Evercore Inc | 2.45bn | 257.79m | 7.10bn | 2.20k | 28.83 | -- | 22.90 | 2.90 | 6.37 | 6.37 | 60.89 | -- | -- | -- | -- | 1,116,790.00 | -- | 15.03 | -- | 24.20 | 98.79 | 98.80 | 11.67 | 19.09 | -- | -- | -- | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.64bn | 881.00 | 29.42 | 5.91 | 23.25 | 10.15 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 89.40 | 91.03 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Stifel Financial Corp | 5.32bn | 491.29m | 8.07bn | 9.00k | 17.86 | -- | 20.23 | 1.52 | 4.40 | 4.40 | 47.42 | -- | -- | -- | -- | 590,575.80 | -- | 1.93 | -- | 10.33 | 72.50 | 98.74 | 9.94 | 13.55 | -- | 1.80 | -- | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| SEI Investments Co | 1.96bn | 486.64m | 8.74bn | 5.06k | 18.18 | 3.86 | 15.57 | 4.46 | 3.66 | 3.66 | 14.74 | 17.20 | 0.8031 | -- | 3.51 | 387,720.40 | 19.92 | 21.51 | 22.43 | 25.29 | 84.59 | 84.44 | 24.80 | 26.54 | -- | -- | -- | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.78bn | 2.61k | 32.78 | 4.96 | 30.75 | 4.77 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 9.22bn | 7.56k | 34.01 | 0.9421 | 23.35 | 1.12 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| XP Inc | 2.88bn | 755.11m | 11.24bn | 6.93k | 14.82 | 2.98 | 19.15 | 3.90 | 1.39 | 1.39 | 5.30 | 6.89 | 0.0674 | -- | 23.24 | -- | 1.77 | 2.36 | 2.34 | 3.30 | -- | -- | 26.24 | 26.59 | -- | 8.33 | 0.7421 | -- | 11.34 | 38.10 | 8.94 | 53.24 | -- | -- |
| Equitable Holdings Inc | 14.73bn | 1.22bn | 12.16bn | 8.50k | 11.00 | 11.40 | -- | 0.8257 | 3.38 | 3.38 | 41.93 | 7.93 | 0.0556 | -- | 1.40 | 1,733,177.00 | 0.6206 | 0.3329 | 0.6635 | 0.3525 | 55.86 | 57.06 | 11.15 | 5.76 | -- | 1.34 | 0.7911 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Morningstar Inc | 2.10bn | 212.90m | 12.29bn | 11.33k | 58.08 | 8.88 | 30.13 | 5.85 | 4.95 | 4.95 | 48.91 | 32.36 | 0.6145 | -- | 6.31 | 185,433.20 | 6.45 | 5.69 | 8.56 | 7.55 | 59.90 | 59.37 | 10.49 | 9.62 | -- | 6.94 | 0.407 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Franklin Resources Inc | 7.87bn | 928.60m | 13.21bn | 9.10k | 13.24 | 1.03 | 8.04 | 1.68 | 1.89 | 1.89 | 16.06 | 24.26 | 0.266 | -- | 5.70 | 855,804.40 | 4.02 | 5.89 | 5.01 | 7.46 | -- | -- | 15.13 | 18.23 | -- | -- | 0.4425 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| TPG Inc | 2.40bn | 71.22m | 15.48bn | 1.85k | 191.68 | 27.16 | 217.89 | 6.46 | 0.2266 | 0.2266 | 7.54 | 1.60 | 0.2769 | -- | 7.71 | 1,295,392.00 | 0.2702 | -- | 1.16 | -- | -- | -- | 0.9758 | 52.30 | -- | -- | 0.2195 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
Data as of Apr 25 2024. Currency figures normalised to XP Inc's reporting currency: US Dollar USD
32.28%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Dodge & Coxas of 31 Dec 2023 | 30.23m | 6.94% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2023 | 19.15m | 4.40% |
| Mawer Investment Management Ltd.as of 31 Dec 2023 | 18.16m | 4.17% |
| Capital Research & Management Co. (World Investors)as of 31 Dec 2023 | 15.48m | 3.56% |
| Harding Loevner LPas of 31 Dec 2023 | 13.12m | 3.01% |
| Sands Capital Management LLCas of 31 Dec 2023 | 10.78m | 2.48% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 9.35m | 2.15% |
| Squadra Investimentos Gest�o de Recursos Ltda.as of 31 Dec 2023 | 9.02m | 2.07% |
| Canada Pension Plan Investment Boardas of 31 Dec 2023 | 8.11m | 1.86% |
| Atmos Capital Gest�o de Recursos Ltda.as of 31 Dec 2023 | 7.13m | 1.64% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
