Revenue segments as reported by the company.

Net revenue from transaction activities and other services

Net revenue from subscription services and equipment rental

Financial income

Other financial income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Administrative expenses

Selling expenses

Financial expenses, net

Fair value adjustment on equity securities designated at FVPL

Other income (expenses), net

Loss on investment in associates

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

StoneCo

StoneCo Ltd. engages in the provision of financial technology solutions. It caters to merchants and partners that conduct electronic commerce across in-store, online, and mobile channels. The firm offers cloud-based technology platform, electronic payments, and automation of business processes at the point-of-sale. The company was founded by André Street de Aguiar in 2000 and is headquartered in George Town, Cayman Islands.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

StoneCo reports stellar Q4 earnings, eyes credit expansion for growth

StoneCo's Q4 2022 earnings call highlighted robust financial performance, strategic priorities, and future growth opportunities, underlining the company's resilience and market positioning.
With a focus on expanding core banking offers, software strategy, and enhancing company culture, StoneCo is well-positioned for sustained success and innovation in the fintech sector.
Despite facing challenges in scaling credit operations and evaluating financial decisions, StoneCo's strong financial foundation, growth prospects, and market strategies bode well for its future growth and profitability.

StoneCo reports robust Q1 earnings, eyes software and TPV growth

StoneCo's Q1 performance exceeded expectations, showcasing strong revenue growth and profitability.
Despite challenges like TPV decrease and competitive dynamics, the company remains focused on growth and efficiency.
Opportunities lie in software solutions penetration, continued TPV growth, and integration efforts for enhanced financial services.

StoneCo reports strong Q2 performance, eyes growth opportunities ahead

StoneCo's Q2 2023 performance showcased robust revenue growth and operational improvements across its Financial Services and software segments.
While facing challenges such as a decline in active clients and credit loss provisioning, the company's strategic initiatives and market share gains position it well for future growth.
Opportunities lie in scaling new products, optimizing offerings for SMBs, and leveraging trends like PIX P2M volumes for continued success in the market.

StoneCo surpasses Q3 earnings expectations, eyes banking expansion opportunities

StoneCo's Q3 2023 performance reflects strong financial results and operational growth across key segments. While facing regulatory challenges and operational hurdles, the company is well-positioned to capitalize on opportunities in banking services and software offerings for sustained growth and profitability.

StoneCo reports exceptional Q4 results, eyes growth opportunities ahead

StoneCo's Q4 2023 performance reflects strong growth in key metrics and strategic positioning for future success.
The company's focus on client engagement, efficiency, and innovation underscores its competitive strengths and growth prospects.
While facing challenges in clarifying certain aspects, StoneCo has opportunities to enhance profitability through strategic initiatives and market dynamics.
Overall, StoneCo's earnings call highlights a positive outlook with a clear emphasis on growth, efficiency, and client-centric strategies.

StoneCo reports robust Q1 growth in Financial Services segment

StoneCo's Q1 2024 performance reflects strong growth in Financial Services, prudent financial management, and strategic positioning in key accounts.
While facing challenges in managing expenses and credit performance, StoneCo is well-positioned to capitalize on opportunities in pricing strategies and customer base expansion.
By balancing caution with innovation, StoneCo aims to maintain profitability, support clients and employees, and navigate evolving market dynamics effectively.
Overall, StoneCo's performance highlights resilience, strategic foresight, and a customer-centric approach in the competitive financial services landscape.

StoneCo excels in Q2 2024, confident in meeting targets

StoneCo's Q2 2024 earnings call highlighted strong performance, strategic updates, and confidence in meeting targets. The company addressed concerns about competition, expenses, and growth opportunities while emphasizing its competitive strengths and value proposition for SMBs.

StoneCo excels in Q3 2024, poised for growth and value maximization

StoneCo's Q3 2024 performance reflects strong growth, cost management, and strategic initiatives aimed at maximizing shareholder value and driving sustainable profitability.
The company's strengths lie in its operational excellence, financial health, and synergistic approach to cross-selling financial services, positioning it for future success.
While challenges in market dynamics and capital optimization exist, StoneCo has opportunities to expand its market reach, enhance shareholder value, and innovate in the fintech space.

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Net change in cash

Free cash flow

StoneCo has lost almost 90% of its value from its all-time highs in February 2021. The double top bull trap set the stage for those massive losses. However, the company's revenue and profitability growth cadence are expected to recover remarkably through FY22-23. Therefore, we think the worst is over for StoneCo.

StoneCo: Now We Turn Bullish - It's Time

GEORGETOWN, Cayman Islands, May 31, 2022 (GLOBE NEWSWIRE) -- StoneCo Ltd. (Nasdaq: STNE) (“Stone”) today announces that it will host a conference call to discuss its first quarter 2022 financial results on Thursday, June 2, 2022 at 5:00pm ET (6:00pm BRT). A press release with first quarter 2022 financial results will be issued after the market closes that same day.

StoneCo Ltd. to Announce First Quarter 2022 Financial Results on June 2, 2022

PayPal

Block

Payments companies are being hit especially hard today.

Why Are Block, PayPal, and StoneCo Plunging?

Bank of America

Chevron

Hershey

Snowflake

Visa

Verizon

With Berkshire Hathaway dramatically outperforming the market lately, it's time to take a look at these seven Warren Buffett stocks. The post 7 Warren Buffett Stocks to Buy in May and Hold for Years appeared first on InvestorPlace.

7 Warren Buffett Stocks to Buy in May and Hold for Years

StoneCo trades at its current price/2020 Net Income of 14.2x (I used 2020 due to anomalies related to 2021), while guiding organic revenue growth for ~70% YoY. The most recent steep declines in the STNE stock are related to cyclical factors, and the fundamentals of the business have improved despite these factors.

StoneCo: As Good As GARP Gets

StoneCo's stock has been hit significantly hard given the backdrop of rotation out of fast-growth tech names and a weakening Brazilian economy. Fundamentally, the company continues to grow their merchant base and management remains confident in improving take-rates over 2022.

StoneCo: Valuation Appears Cheap At Current Levels

These beaten-down growth stocks are backed by Buffett and could be big winners.

2 Warren Buffett Growth Stocks Down 61% and 89% to Buy Right Now

Lemonade

Rising interest rates against the backdrop of weakening growth are a killer for fintech firms.

Why Block, StoneCo, and Lemonade Shares Were Plunging Today

StoneCo has been growing revenue at an incredible 61% and realistically this can continue.

StoneCo Stock: Too Cheap For The Astronomical Growth Ahead

Coinbase

The Federal Reserve put forth aggressive goals for unwinding its balance sheet, and another official gave hawkish commentary.

Why Block, Coinbase, and StoneCo Fell Today

This emerging market fintech is down big over the last year.

This Warren Buffett Stock Is Down 87% From Its High. Is It a Buy?

Brazilian point-of-sale (POS) financial technology provider StoneCo (NASDAQ: STNE) stock has had a spectacular collapse from its high of $93.42 on Feb. 17, 2021, to a low of $8.05 on March 15, 2022.

StoneCo Ltd. Stock is in Turnaround

Mastercard

PagSeguro Digital

Upstart Holdings

Fintechs are dirt cheap while established credit card and banks are fintechs in disguise that offer the best upside after shares fell. The post 7 Fintech Stocks Set to Rise from the Ashes After PayPal Plunge appeared first on InvestorPlace.

7 Fintech Stocks Set to Rise from the Ashes After PayPal Plunge

In a previous article, I went through the current state of Brazil's small and medium-sized business (SMB) payments industry, with a focus on small business payments processors. Brazil's explosive decade of payments penetration growth led to the rise of innovative players such as PagSeguro Digital Ltd.

PagSeguro and StoneCo: Navigating Brazil's SMB Payments Landscape, Part 2

A board shake-up had investors selling on a bad day for growth stocks.

Why StoneCo Plummeted Today

Nu Holdings

Better Buffett Fintech: Nu Holdings vs. StoneCo

Amazon

Global-e Online Ltd

These stocks have fallen, but their underlying businesses still have their best days ahead of them.

3 Beaten-Down E-Commerce Stocks to Buy Now

STNE stock is up a staggering 41% today after offering promising guidance for this quarter. Here's what else you should know.

Is STNE Stock a Buy Right Now? 3 Analysts Weigh In on StoneCo Price Predictions.

Total revenue grew 87% in the period, to R$ 1.9 billion Guidance for Q122 points to increasing profitability and total revenue SÃO PAULO, March 18, 2022 /PRNewswire/ -- StoneCo Ltd. (Nasdaq: STNE) recorded growth acceleration in the 4th quarter of 2021.

Stone doubles customer base and points to increased profitability in 2022

Although StoneCo Ltd (NASDAQ: STNE) reported its non-GAAP net income 48% below Street expectations, its operating trends reflected better revenue generation on robust TPV growth, take rate expansion and lower administrative expenses, according to BofA Securities. The StoneCo Analyst: Mario Pierry.

StoneCo Stock Is Spiking Despite Q4 Earnings: What Does This BofA Analyst Think?

PagSeguro and StoneCo: Navigating Brazil's SMB Payments Landscape, Part 1

An analyst upgrade in response to better-than-expected fourth-quarter results is giving the e-commerce stock a lift.

Here's Why StoneCo Stock Is Jumping Higher on Friday

StoneCo Ltd (NASDAQ: STNE) shares are trading significantly higher Friday morning after the company reported financial results. StoneCo said fourth-quarter revenue increased 87% year-over-year to R$1.9 billion ($380 million).

Why StoneCo Shares Are Surging

StoneCo Ltd. (STNE) CEO Thiago Piau on Q4 2021 Results - Earnings Call Transcript

GEORGETOWN, Cayman Islands, March 17, 2022 (GLOBE NEWSWIRE) -- StoneCo Ltd. (Nasdaq: STNE) (“Stone” or the “Company”) announces new executive management appointments to support the evolution of the company and its future execution.

News for StoneCo Stock (STNE)