StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

Impact · against what's priced in

StoneCo appears significantly undervalued based on a conservative DCF and strong capital return programs. While macroeconomic headwinds in Brazil persist, the aggressive buybacks and special dividends provide a high immediate yield and a strong price floor.

STNE+0.60

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In context

The company delivered a 39% yield in H1 through buybacks and dividends, suggesting a strong margin of safety against slower Selic rate cuts.

Read from the article alone

• dividends
• valuation
• STNE
• brazil
• dcf
• fintech
• selic
• share buybacks
• shareholder returns

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