XP

Financial Services

XP Inc. · Financial - Capital Markets · $9B

UQS Score — Balanced Preset
64.0
Good

XP Inc. scores 64.0/100 using the Balanced preset.

UQS vs Financial Services Sector
XP
64.0
Sector avg
39.7
Quality
Strong
Moat
Neutral
Growth
Good
Risk
Weak
Valuation
Attractive

What is XP Inc.?

XP Inc. is a leading Brazilian financial services platform offering investment, brokerage, wealth management, and banking products to retail and institutional clients across Brazil.

XP generates revenue through securities brokerage, investment banking, private pension plans, and wealth management services. Its open XP Platform connects clients to a broad range of investment products, while Xpeed provides online financial education. The company serves mass-affluent individuals, high-net-worth customers, and institutional clients.

XP Inc. was founded in 2001 and is headquartered in São Paulo, Brazil.

  • Securities brokerage and capital markets services
  • Wealth management for high-net-worth clients
  • XP Platform — open investment product marketplace
  • Xpeed online financial education portal

Is XP a Good Stock to Buy?

UQS Score rates XP as Good overall, reflecting meaningful strengths alongside notable risks.

XP's Quality pillar ranks as Strong, suggesting the business generates returns that stand out within the Financial Services sector. Valuation is rated Attractive, meaning the stock does not appear expensive relative to its fundamentals. Growth is rated Good, pointing to a constructive expansion trajectory.

The Risk pillar is rated Weak, which warrants attention — investors should weigh the company's exposure to Brazil's macroeconomic and regulatory environment.

See the exact pillar breakdown and full financial metrics by signing up for a Pro account at UQS Score. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does XP pay dividends?

Yes — XP Inc. pays a dividend.

XP Inc. pays a regular dividend, which is relatively uncommon among high-growth emerging-market financial platforms. This reflects the company's capacity to return capital while continuing to invest in platform expansion across Brazil.

When does XP report earnings?

XP Inc. reports earnings on a quarterly cadence, consistent with US-listed equities.

XP's Quality and Growth pillar ratings suggest the business has maintained a constructive earnings profile. Revenue diversification across brokerage, banking, and wealth management provides multiple drivers of results each quarter.

For the most recent quarter's results, visit XP Inc.'s investor relations page directly.

XP Price History

-42.6% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in XP Inc.?

$
Today it would be worth
$5,932
That's a -40.7% total return, or -9.9% annualized.

Based on XP Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

Frequently Asked Questions

What does XP Inc. do?

XP Inc. is a Brazilian financial services company offering securities brokerage, investment banking, private pension plans, wealth management, and an open investment platform called XP Platform. It also runs Xpeed, an online financial education portal for individual investors.

Does XP pay dividends?

Yes, XP Inc. pays a regular dividend. This distinguishes it from many growth-oriented emerging-market peers. Investors seeking income alongside growth exposure may find this relevant, though dividend continuity depends on business performance and Brazilian regulatory conditions.

When does XP report earnings?

XP Inc. follows a quarterly earnings reporting schedule. For exact dates and the most recent results, check XP Inc.'s official investor relations page, as our data source does not cover upcoming earnings dates.

Is XP a good stock to buy?

UQS Score rates XP as Good overall. Strong Quality and Attractive Valuation are positives, while a Weak Risk rating highlights meaningful macro and regulatory exposure in Brazil. The full pillar breakdown is available to Pro members on UQS Score.

Is XP overvalued?

XP's Valuation pillar is rated Attractive, suggesting the stock is not considered expensive relative to its fundamentals at the time of scoring. Valuation ratings can shift with market conditions, so reviewing the full analysis regularly is worthwhile.

Is XP a long-term quality investment?

As a long-term quality indicator, XP's Strong Quality and Good Growth pillars are encouraging. However, the Weak Risk rating reflects real uncertainties tied to Brazil's economic environment. Long-term investors should weigh both the platform's competitive position and the country-level risk profile.

What sector does XP belong to?

XP Inc. operates in the Financial Services sector, specifically as a diversified investment and brokerage platform focused on the Brazilian market. It competes across retail brokerage, wealth management, and investment banking segments.

What is XP's market cap bracket?

XP Inc. is classified as a large-cap company, reflecting its significant scale within Brazil's financial services landscape and its listing on a major US exchange.

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Pro Analysis

XP — Score History

5560657075Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 18 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 23, 202664.094.950.062.519.482.4+0.2
May 21, 202663.894.950.061.819.482.1-0.5
May 14, 202664.395.350.064.417.782.70.0
May 11, 202664.395.350.064.017.783.4+0.3
May 9, 202664.095.350.063.317.782.40.0
May 6, 202664.095.350.063.317.782.30.0
May 2, 202664.095.350.063.617.782.30.0
Apr 28, 202664.095.350.063.417.782.30.0
Apr 24, 202664.095.350.063.517.782.30.0
Apr 19, 202664.095.350.063.317.782.3+0.3

XP — Pillar Breakdown

Quality

94.9/100 (25%)

XP Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

62.5/100 (20%)

XP Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

19.4/100 (15%)

XP Inc. presents elevated risk with concerns around leverage or financial stability.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

82.6/100 (15%)

XP Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

50/100 (25%)

XP Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for XP.

Score Composition

Quality
94.9×25%23.7
Growth
62.5×20%12.5
Risk
19.4×15%2.9
Valuation
82.6×15%12.4
Moat
50.0×25%12.5
Total
64.0Good

Financial Data

More Stock Analysis

How is the XP UQS Score Calculated?

The UQS (Unified Quality Score) for XP Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses XP Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether XP Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.