NU vs HPE

Comparison between Nu Holdings Ltd Class A (NU, Company) and Hewlett Packard Enterprise Company (HPE, Company).

NU is from the Financial Services sector, while HPE is from the Technology sector.

5-Year PerformanceHPE has outperformed NU, delivering a return of +32.3% compared to +6.9%

NU vs HPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	HPE(COMPANY)
Market Cap	$71B	$70B
Max Drawdown	72.07%	68.40%
Sharpe Ratio	0.49	2.10
5Y Beta	1.31	1.67
Industry	Banks - Regional	Communication Equipment
P/E Ratio	22.31	45.27
Forward P/E	19.92	12.29
PEG Ratio	0.47	9.75
Dividend Yield	N/A	1.04%
5Y Dividends CAGR	N/A	7.45%
5Y EPS CAGR	N/A	18.69%
Debt to Equity	25.15%	81.00%
Free Cash Flow Yield	0.93%	9.03%
P/S Ratio	9.21	1.82
P/B Ratio	5.50	2.51

Market Cap

Winner

$71B

HPE

$70B

Max Drawdown

72.07%

Winner

HPE

68.40%

Sharpe Ratio

0.49

Winner

HPE

2.10

5Y Beta

Winner

1.31

HPE

1.67

Industry

Banks - Regional

HPE

Communication Equipment

P/E Ratio

Winner

22.31

HPE

45.27

Forward P/E

19.92

Winner

HPE

12.29

PEG Ratio

Winner

0.47

HPE

9.75

Dividend Yield

N/A

HPE

1.04%

5Y Dividends CAGR

N/A

HPE

7.45%

5Y EPS CAGR

N/A

HPE

18.69%

Debt to Equity

Winner

25.15%

HPE

81.00%

Free Cash Flow Yield

0.93%

Winner

HPE

9.03%

P/S Ratio

9.21

Winner

HPE

1.82

P/B Ratio

5.50

Winner

HPE

2.51

NU vs HPE - Historical Returns

Returns include dividend reinvestment.

Period	NU	HPE
1 month	+0.43%	+21.51%
3 months	-2.49%	+73.15%
6 months	-18.85%	+124.05%
1 year	+15.55%	+165.68%
5 years(CAGR)	+6.94%	+32.32%
10 years(CAGR)	N/A	+18.35%
Max(CAGR)	+6.94%	+20.07%

+0.43%

Winner

HPE

+21.51%

-2.49%

Winner

HPE

+73.15%

-18.85%

Winner

HPE

+124.05%

+15.55%

Winner

HPE

+165.68%

5Y(CAGR)

+6.94%

Winner

HPE

+32.32%

10Y(CAGR)

N/A

HPE

+18.35%

Max(CAGR)

+6.94%

Winner

HPE

+20.07%

NU vs HPE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NU	HPE
2026	-17.04%	+118.86%
2025	+57.48%	+14.86%
2024	+27.43%	+29.45%
2023	+133.99%	+9.00%
2022	-59.22%	+2.10%
2021	-9.20%	+40.71%
2020	N/A	-23.44%
2019	N/A	+21.44%
2018	N/A	-7.25%
2017	N/A	+7.52%
2016	N/A	+54.71%
2015	N/A	-7.83%

NU vs HPE Drawdown Comparison

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

The maximum drawdown for HPE was -56.91%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.

The current NU drawdown is -24.73%. The current HPE drawdown is -6.35%.

Rank	NU	HPE
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-56.91% Mar 6, 2018 - Jan 7, 2022
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-48.36% Jan 22, 2025 - Sep 10, 2025
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-30.59% Mar 29, 2022 - Jun 15, 2023
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-28.81% Oct 23, 2015 - Mar 16, 2016
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-26.36% Jun 2, 2026 - Jul 2, 2026
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-26.28% Jun 18, 2024 - Nov 8, 2024
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-23.73% Oct 9, 2025 - Apr 17, 2026
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-16.52% Aug 8, 2023 - Mar 5, 2024
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-14.84% Apr 1, 2016 - May 31, 2016
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-14.03% Dec 6, 2024 - Jan 22, 2025
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-13.43% May 16, 2017 - Sep 26, 2017
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-12.96% Jun 21, 2016 - Jul 14, 2016
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-12.64% Feb 16, 2022 - Mar 25, 2022
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-12.49% Oct 2, 2017 - Dec 18, 2017
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-11.76% Mar 6, 2024 - Jun 5, 2024