公司业绩 - 公司2023年第四季度MSMB TPV超过98亿雷亚尔，同比增长20%[11] - 公司2023年第四季度客户存款达到61亿雷亚尔，同比增长52%[11] - 公司2023年第四季度信贷组合达到3.09亿雷亚尔，环比增长2.7倍[11] - 公司2023年第四季度调整后的税前利润为6.38亿雷亚尔，同比增长2.8倍[11] - 公司2023年第四季度调整后的净收入为5.64亿雷亚尔，同比增长2.8倍[11] 公司业务 - 4Q23支付业务的TPV同比下降17.6%，但Take Rate增加11个基点[15] - 4Q23银行业务客户存款同比增长52.1%，活跃客户数量增加3倍[16] - 4Q23工作资本组合增长2.7倍，贷款损失准备费用增长2.1倍[17] - 4Q23金融服务收入同比增长24.4%，调整后的EBT增长2.5倍[18] - 4Q23软件业务收入同比下降3.5%，受一次性重组成本影响[20] 公司财务 - 调整后的总收入为3,248.7亿雷亚尔，同比增长20.1%，环比增长3.5%[1] - 管理费用为277.3亿雷亚尔，占总收入的8.5%，环比增长13.9%[1] - 财务费用净额为941.1亿雷亚尔，占总收入的29.0%，环比减少9.9%[1] - 调整后的净现金位置增加了1.6亿雷亚尔，同比增长44.8%，环比增长4.0%[2] - 现金净收入为1,022万雷亚尔，可收回税款和应付税款为86万雷亚尔[2]

公司业绩 - StoneCo Ltd. (Nasdaq: STNE, B3: STOC31)在2023年第四季度总收入增长20.1%，达到32亿雷亚尔，调整后的税前利润为6.38亿雷亚尔，比去年同期增长131.6% [1] - MSMB（微型、小型和中型企业）客户基础同比增长37.4%，达到近350万活跃客户 [1] - 公司在银行平台上的存款在2023年第四季度达到61亿雷亚尔，较去年同期增长52.1% [2] - 公司披露了一个新的指标，用于评估已经使用集成解决方案的客户群体内的支付量，与上一季度相比增长19%，几乎是MSMB的TPV季度增长的两倍 [3] 高管变动 - 公司的创始人André Street决定结束在董事会的任期，不寻求连任，董事会副主席Conrado Engel和董事会成员Patrícia Verderesi也将结束他们在公司的两年任期 [6]

Consolidated Financial Statements StoneCo Ltd. December 31, 2023 and 2022 and the three years ended December 31, 2023 with report of Independent Registered Public Accounting Firm F-1 Index to Consolidated Financial Statements | Audited Annual Consolidated Financial Statements | Page | |--------------------------------------------------------------------------------------------------------------------------------------------------|--------| | Report of Independent Registered Public Accounting Firm (PCAOB ID ...

GEORGETOWN, Cayman Islands, March 18, 2024 (GLOBE NEWSWIRE) -- StoneCo Ltd. (NASDAQ:STNE, B3: STOC31))) ("Stone" or the "Company") is announcing a planned transition within the Board of Directors. After a decade of fundamental contributions, our founder, Mr. André Street has chosen not to seek re-election at the upcoming Annual General Meeting ("AGM"), which will occur by the end of April 2024. In similar vein, Mr. Conrado Engel, our Vice Chairman, and Patricia Verderesi Schindler, will also not seek re-ele ...

Strong quarter with Adjusted EBT reaching R$638 million, up 132% year over year, on accelerating MSMB TPV growth of 20%, resulting in Adjusted Net income of R$564 million, up 177% year over year GEORGE TOWN, Grand Cayman, March 18, 2024 (GLOBE NEWSWIRE) -- StoneCo Ltd. (NASDAQ:STNE, B3: STOC31))) ("Stone" or the "Company") today reports its financial results for its fourth quarter and fiscal year ended December 31, 2023. "Dear Fellow Shareholders, I hope this message finds you in high spirits. As we wrap up ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about StoneCo Ltd. (STNE) . StoneCo Ltd. currently has an average brokerage re ...

Sukanya Sonlila/iStock via Getty Images I have been bullish on StoneCo Ltd. (NASDAQ:STNE) for as long as I can remember. Almost a year ago, I reiterated my bullish stance amid some notable improvements in earnings revision trends. Since then, STNE stock has gained 52%, handsomely beating the broad market. With the company expected to report fourth- quarter earnings next Monday, I revisited my investment thesis. In April 2023, my bullish stance stemmed from the expected recovery of Brazil's e-commerce sector ...

StoneCo业绩预测 - StoneCo将于3月18日发布2023年第四季度业绩[1] - 预计第四季度2023年营收为4.6847亿美元，同比下降8.90%[1] StoneCo盈利表现 - StoneCo在过去四个季度中超出了Zacks Consensus Estimate，平均交付了16.03%的盈利惊喜[3] StoneCo业务增长驱动力 - StoneCo的金融服务部门，特别是其强劲的MSMB（微型、小型和中型企业）业务，可能是关键的增长驱动力[5] StoneCo信贷业务增长 - StoneCo的信贷业务显示出显著增长，到2023年第三季度达到1.13亿美元[7] StoneCo软件部门增长预期 - StoneCo的软件部门，包括销售点和企业资源规划解决方案，预计在即将报告的季度中将继续增长[8]

公司股价表现 - StoneCo Ltd. (STNE) 最近的股价为 $17.28，较前一个交易日上涨了 +0.12% [1] - StoneCo Ltd. 过去一个月的股价上涨了 1.41%，表现不如计算机和科技行业的 2.36% 和标普500指数的 3.18% [2] 财务报告预测 - StoneCo Ltd. 即将发布的财报备受投资者关注，预计在 2024 年 3 月 18 日发布。预计每股收益为 $0.29，较去年同期增长了 107.14%。最新的市场预期显示季度收入为 4.6847 亿美元，较去年同期下降了 8.9% [3] 分析师预测和评级 - 分析师对 StoneCo Ltd. 的最新预测变化值得注意，这些变化反映了短期业务趋势的发展。因此，预测上调表明分析师对公司的业务运营和盈利能力持乐观态度 [4] - Zacks Rank 系统从 1（强烈买入）到 5（强烈卖出），自 1988 年以来，1 股票的年均回报率为 +25%。在过去的 30 天里，Zacks Consensus EPS 预测保持不变。目前，StoneCo Ltd. 的 Zacks Rank 为 2（买入） [6] 行业和估值分析 - 互联网 - 软件行业属于计算机和技术行业。目前，该行业的 Zacks Industry Rank 为 47，位于所有 250 多个行业的前 19% [7] - 投资者还应注意 StoneCo Ltd. 的当前估值指标，包括其 14.38 的前瞻市盈率。这相对于行业平均前瞻市盈率 30.06 表示折扣 [6]

FG Trade A few weeks ago, we wrote an article about Nubank (NU), talking about the many distinct advantages that make that company such a compelling growth investment for the next decade-plus in Brazil and beyond. In the comments, many mentioned that they were also long StoneCo (NASDAQ:STNE), and so we thought we'd follow up with some more coverage of the Brazilian / Latam fintech space. Today, we're taking a look at StoneCo, the payments, banking, software, and credit provider to tens of thousands of micro ...