StoneCo Q2: Growing With Low Quality

Impact · against what's priced in

StoneCo faces immediate downward pressure due to a combination of an EPS miss and slowing revenue growth. The shift toward credit to sustain top-line growth is introducing higher delinquency risks, undermining the quality of the company's earnings.

STNE−0.70

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In context

Revenue grew only 2.5% YoY and EPS missed expectations, while a strategic pivot toward credit is resulting in rising delinquencies.

Read from the article alone

• earnings▲<1%
• STNE
• brazil
• credit
• delinquencies
• fintech
• revenue miss

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