NU vs B

Comparison between Nu Holdings Ltd Class A (NU, Company) and Barrick Gold Corp (B, Company).

NU is from the Financial Services sector, while B is from the Basic Materials sector.

5-Year PerformanceB has outperformed NU, delivering a return of +14.4% compared to +4.2%

NU vs B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	B(COMPANY)
Market Cap	$61B	$61B
Max Drawdown	72.07%	89.32%
Sharpe Ratio	0.12	1.38
5Y Beta	1.32	0.80
Industry	Banks - Regional	Gold
P/E Ratio	19.20	10.11
Forward P/E	17.48	9.85
PEG Ratio	0.40	0.06
Dividend Yield	N/A	1.51%
5Y Dividends CAGR	N/A	12.62%
5Y EPS CAGR	N/A	159.64%
Debt to Equity	25.15%	17.29%
Free Cash Flow Yield	1.08%	8.26%

Market Cap

Winner

$61B

Max Drawdown

Winner

72.07%

89.32%

Sharpe Ratio

0.12

Winner

1.38

5Y Beta

1.32

Winner

0.80

Industry

Banks - Regional

Gold

P/E Ratio

19.20

Winner

10.11

Forward P/E

17.48

Winner

9.85

PEG Ratio

0.40

Winner

0.06

Dividend Yield

N/A

1.51%

5Y Dividends CAGR

N/A

12.62%

5Y EPS CAGR

N/A

159.64%

Debt to Equity

25.15%

Winner

17.29%

Free Cash Flow Yield

1.08%

Winner

8.26%

NU vs B - Historical Returns

Returns include dividend reinvestment.

Period	NU	B
1 month	-2.12%	-10.03%
3 months	-12.19%	-3.76%
6 months	-25.57%	-18.81%
1 year	-7.22%	+80.21%
5 years(CAGR)	+4.22%	+14.40%
10 years(CAGR)	N/A	+7.89%
Max(CAGR)	+4.22%	+4.23%

Winner

-2.12%

-10.03%

-12.19%

Winner

-3.76%

-25.57%

Winner

-18.81%

-7.22%

Winner

+80.21%

5Y(CAGR)

+4.22%

Winner

+14.40%

10Y(CAGR)

N/A

+7.89%

Max(CAGR)

+4.22%

Winner

+4.23%

NU vs B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NU	B
2026	-26.79%	-16.28%
2025	+57.48%	+178.39%
2024	+27.43%	-11.26%
2023	+133.99%	+3.92%
2022	-59.22%	-4.50%
2021	-9.20%	-21.08%
2020	N/A	+25.28%
2019	N/A	+43.11%
2018	N/A	-9.57%
2017	N/A	-11.08%
2016	N/A	+107.23%
2015	N/A	-31.42%
2014	N/A	-40.57%
2013	N/A	-49.27%
2012	N/A	-24.87%
2011	N/A	-13.07%
2010	N/A	+32.95%
2009	N/A	+10.56%
2008	N/A	-19.13%
2007	N/A	+42.21%
2006	N/A	+7.29%
2005	N/A	+19.36%
2004	N/A	+6.42%
2003	N/A	+46.48%
2002	N/A	-3.72%
2001	N/A	-5.54%
2000	N/A	-6.16%
1999	N/A	+0.03%

NU vs B Drawdown Comparison

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The maximum drawdown for B was -88.52%, occurring on Sep 23, 2015. Recovery took 3686 trading sessions.

The current NU drawdown is -33.58%. The current B drawdown is -30.35%.

Rank	NU	B
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-88.52% Apr 21, 2011 - Dec 17, 2025
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-65.97% Jan 28, 2008 - Dec 1, 2010
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-40.03% May 28, 2002 - Dec 29, 2003
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-35.35% Jun 6, 2000 - Apr 25, 2002
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-30.35% Jan 28, 2026 - Jun 24, 2026
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-24.00% Apr 2, 2004 - Nov 17, 2004
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-23.40% May 10, 2006 - Sep 6, 2007
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-20.13% Nov 6, 2007 - Jan 3, 2008
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-19.04% Nov 26, 1999 - Jun 5, 2000
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-18.47% Jan 31, 2006 - May 4, 2006
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-17.80% Mar 8, 2005 - Aug 3, 2005
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-17.35% Jan 5, 2004 - Mar 30, 2004
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-15.87% Dec 6, 2010 - Apr 20, 2011
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-15.32% Nov 29, 2004 - Mar 4, 2005
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-14.95% Sep 29, 2005 - Jan 4, 2006