StoneCo Ltd.
STNE
NASDAQ·Technology·Software - Infrastructure·Mkt cap $2.5B
$10.11
▼ -2.03%
P/E
6.75
Mkt Cap
$2.5B
52-Wk Range
$9.08–$19.95
52-Week Range
$9.08 - $19.95
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 41.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary Stone Hubs network providing hyper-local market coverage and customer support
- Integrated omnichannel platform serving in-store, online, and mobile commerce simultaneously
- Deep penetration in Brazilian SMB market with 1.77M+ established merchant relationships
- Vertical integration combining hardware, software, and financial services capabilities
Bear Case
1 risk
- Above-average volatility (beta 1.6).
Growth
Strong growth ahead
Expanding digital payment adoption among Brazilian small-and-medium-sized businesses
Value
Trading at 0.5x Digital Payments peers — a discount despite the growth profile.
Momentum
Stable
-4.3% over 3m
Quality
Excellent
High-growth business (10% revenue growth, 72% gross margin). Profitable with strong growth momentum.
Dividend
High yield
25.02% yield
Smart-money signal
Who's buying STNE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 13, 2026
Reported EPS of $0.47 vs $0.46 consensus (+1.6% surprise). Revenue of $691.6M vs $708.2M expected (-2.3%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.6%
Revenue trend · last 8Q
—
+13%
+20%
+18%
+11%
+520%
-95%
-79%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$120.6M
$130.9M
$626.2M
$647.2M
$702.5M
$811.6M
$28.4M
$133.7M
Margins · last 8Q
Gross
—
Operating
—
Profit
66.2%
Wall Street consensus
5 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
60%
Sell
0%
Median Price Target
—
Latest: Jefferies · Jul 23, 2026
vs Industry
How STNE stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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