Revenue segments as reported by the company.

Net revenue from transaction activities and other services

Net revenue from subscription services and equipment rental

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

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

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Fair value adjustment on equity securities designated at FVPL

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Loss on investment in associates

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Year over year growth in Revenue and Operating Expenses.

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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 Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

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

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.

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Mastercard

PayPal

Payments stocks are selling off after the Federal Reserve's big interest rate hike.

Why Shares of Mastercard, Paypal, and StoneCo Are Falling Today

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Another analyst trims her price target on the fintech's stock.

Why StoneCo Sank Like a Stone Today

Brazil is an emerging market economy, with one third of the population being unbanked and cash still making up nearly a quarter of payments, according to a study by JP Morgan ( JPM , Financial). This means fintech still has plenty of runway ahead for future growth in the country.

What Does Warren Buffett Like About This Brazilian Fintech?

The Brazilian fintech stock is still down 34% year to date even after a recent rally.

Why StoneCo Stock Is Surging Today

StoneCo Ltd. (NASDAQ:STNE ) Q1 2022 Earnings Conference Call June 2, 2022 5:00 PM ET Company Participants Rafael Martins - Vice President-Finance & Investor Relations Officer Thiago Piau - Chief Executive Officer Lia Matos - Chief Strategy Officer Conference Call Participants Tito Labarta - Goldman Sachs Josh Siegler - Cantor Fitzgerald Jamie Friedman - Susquehanna Kaio Prato - UBS Sheriq Sumar - Evercore ISI Jason Mollin - Scotiabank Mario Perry - Bank of America Jeff Cantwell - Wells Fargo Neha Agarwala - HSBC Pedro Leduc - Itaú BBA Domingos Falavina - JPMorgan Operator Good evening, ladies and gentlemen, and thank you for standing by.

StoneCo Ltd. (STNE) CEO Thiago Piau on Q1 2022 Results - Earnings Call Transcript

StoneCo Ltd. (STNE) delivered earnings and revenue surprises of 33.33% and 64.80%, respectively, for the quarter ended March 2022.

StoneCo Ltd. (STNE) Beats Q1 Earnings and Revenue Estimates

Company exceeds forecasts with pre-tax earnings 16% above guidance and 10 times higher than in previous quarter SÃO PAULO, June 2, 2022 /PRNewswire/ -- StoneCo Ltd (Nasdaq: STNE) total revenues reached BRL 2.07 billion in 2022's first quarter, a 138.6% increase over the same period in 2021. The figures exceeded BRL 1.85 to BRL 1.90 billion guidance due to a 107.8% increase in revenues from Financial Services to BRL1.7 billion in the period, and 955.6% increase in Software to BRL 326.6 million in this quarter.

Stone accelerates growth, recovering profitability, and reports record revenue of BRL 2.07 billion in 1Q22, with 138.6% increase year over year

GEORGETOWN, Cayman Islands, June 02, 2022 (GLOBE NEWSWIRE) -- StoneCo Ltd. (Nasdaq: STNE) (“Stone” or the “Company”), a leading provider of financial services and software solutions for merchants in Brazil, today announced that its Board of Directors approved a new incentive plan pool.

StoneCo Announces New Incentive Plan Pool

Revenue growth of 138.6% year-over-year in 1Q22 to R$2.07 billion; Strong improvement in profitability, with Adj. Pre-Tax Income of R$163 million in 1Q22, up from R$17 million in 4Q21 and above our guidance of over R$140 million; MSMB take rate improvement from 1.71% in 4Q21 to 2.06% in 1Q22

StoneCo Reports First Quarter 2022 Results

Nu Holdings

Upstart Holdings

Fintech stocks are enjoying some reprieve as the market analyzes new economic data today.

Why Upstart, Nu Holdings, and StoneCo Are Rising Today

StoneCo is cheap and has enormous potential.

This Warren Buffett Stock Looks Like a Great Buy Today

StoneCo (STNE) is expected to have recorded year-over-year higher revenues, driven by healthy customer additions.

Will Higher Y/Y Revenues Drive StoneCo (STNE) Q1 Earnings?

GEORGETOWN, Cayman Islands, June 01, 2022 (GLOBE NEWSWIRE) -- StoneCo Ltd. (Nasdaq: STNE) (“Stone” or the “Company”), a leading provider of financial services and software solutions for merchants in Brazil, today announced that it will submit to the Brazilian Central Bank a technical requirement of change of control.

StoneCo Ltd.: Additional Governance Enhancements – reduction in voting power concentration

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

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

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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.

News for StoneCo Stock (STNE)