NU vs RACE

Comparison between Nu Holdings Ltd Class A (NU, Company) and Ferrari N.V. (RACE, Company).

NU is from the Financial Services sector, while RACE is from the Consumer Cyclical sector.

5-Year PerformanceRACE has outperformed NU, delivering a return of +12.8% compared to +4.2%

NU vs RACE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	RACE(COMPANY)
Market Cap	$61B	$62B
Max Drawdown	72.07%	43.61%
Sharpe Ratio	0.12	-0.64
5Y Beta	1.32	0.77
Industry	Banks - Regional	Auto Manufacturers
P/E Ratio	19.20	33.21
Forward P/E	17.48	30.49
PEG Ratio	0.40	3.09
Dividend Yield	N/A	1.23%
5Y Dividends CAGR	N/A	71.35%
5Y EPS CAGR	N/A	20.34%
Debt to Equity	25.15%	72.35%
Free Cash Flow Yield	1.08%	5.23%

Market Cap

$61B

Winner

RACE

$62B

Max Drawdown

72.07%

Winner

RACE

43.61%

Sharpe Ratio

Winner

0.12

RACE

-0.64

5Y Beta

1.32

Winner

RACE

0.77

Industry

Banks - Regional

RACE

Auto Manufacturers

P/E Ratio

Winner

19.20

RACE

33.21

Forward P/E

Winner

17.48

RACE

30.49

PEG Ratio

Winner

0.40

RACE

3.09

Dividend Yield

N/A

RACE

1.23%

5Y Dividends CAGR

N/A

RACE

71.35%

5Y EPS CAGR

N/A

RACE

20.34%

Debt to Equity

Winner

25.15%

RACE

72.35%

Free Cash Flow Yield

1.08%

Winner

RACE

5.23%

NU vs RACE - Historical Returns

Returns include dividend reinvestment.

Period	NU	RACE
1 month	-4.01%	+6.76%
3 months	-12.99%	+11.88%
6 months	-25.57%	-4.22%
1 year	-5.82%	-24.14%
5 years(CAGR)	+4.21%	+12.83%
10 years(CAGR)	N/A	+25.30%
Max(CAGR)	+4.21%	+20.19%

-4.01%

Winner

RACE

+6.76%

-12.99%

Winner

RACE

+11.88%

-25.57%

Winner

RACE

-4.22%

Winner

-5.82%

RACE

-24.14%

5Y(CAGR)

+4.21%

Winner

RACE

+12.83%

10Y(CAGR)

N/A

RACE

+25.30%

Max(CAGR)

+4.21%

Winner

RACE

+20.19%

NU vs RACE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NU	RACE
2026	-26.79%	-3.08%
2025	+57.48%	-9.88%
2024	+27.43%	+26.59%
2023	+133.99%	+58.25%
2022	-59.22%	-16.90%
2021	-9.20%	+14.57%
2020	N/A	+37.27%
2019	N/A	+69.12%
2018	N/A	-4.75%
2017	N/A	+79.42%
2016	N/A	+24.09%
2015	N/A	-12.73%

NU vs RACE Drawdown Comparison

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

The maximum drawdown for RACE was -43.61%, occurring on Feb 11, 2016. Recovery took 284 trading sessions.

The current NU drawdown is -33.58%. The current RACE drawdown is -30.37%.

Rank	NU	RACE
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-43.61% Oct 22, 2015 - Dec 7, 2016
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-39.22% Jul 25, 2025 - Mar 20, 2026
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-38.30% Nov 22, 2021 - Apr 11, 2023
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-35.74% Jun 14, 2018 - Jun 6, 2019
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-27.84% Feb 19, 2020 - Jul 10, 2020
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-21.70% Feb 20, 2025 - Jul 16, 2025
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-18.25% Dec 30, 2020 - Oct 25, 2021
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-16.18% Aug 30, 2024 - Feb 14, 2025
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-13.19% Nov 1, 2017 - Jan 19, 2018
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-13.14% Jul 16, 2019 - Nov 4, 2019
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-13.09% Jul 14, 2023 - Nov 3, 2023
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-11.44% Aug 26, 2020 - Nov 4, 2020
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-10.39% Dec 11, 2023 - Feb 1, 2024
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-9.52% May 7, 2018 - Jun 12, 2018
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-9.40% Feb 16, 2018 - May 3, 2018