StoneCo股票討論區

Despite recent gains, StoneCo's long-term share performance has been disappointing. However, the shift to profitability and strong revenue growth could signal a potential turnaround. The recent improvement in total shareholder return may suggest a positive business shift.

Goldman Sachs analysts see a 'slightly more favorable' outlook for payment stocks due to banking initiatives, declining rates, and stabilizing growth trends. However, they warn of potential pressure from non-listed competitors, limited room for credit card penetration expansion, and Brazil's fiscal situation. They anticipate increased revenue diversification for StoneCo and potential for improved revenue growth for PagSeguro as interest rates decrease.

StoneCo's P/S rating is seen as reasonable by analysts, projecting revenue performance akin to the Diversified Financial industry. Existing shareholders exhibit trust in future revenue and endorse the current share prices, under prevailing conditions.