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AYV.PA vs Nu Holdings: Which Stock Looks Stronger in 2026?

Nu holds the cleaner structural position, with the lead spread across profitability and growth. AYV.PA still leads on valuation and stability, which keeps the comparison from looking entirely one-sided. In the market, AYV.PA carries the stronger setup — intact trend against Nu's broken trend. That leaves a split case: the structural lead stays with Nu, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in profitability, but growth adds another real layer to the result. Nu Holdings Ltd. leads by 25 points on the overall comparison score.

Trajectory Similarity
0.61
Moderately similar
Peer-set rank: #8
within AYV.PA's functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The strongest overlap appears in investment intensity and margin trend.

Similarity drivers
investment intensitymargin trend
What reduces the match
revenue growth trajectory
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AYV.PA
AYV.PA
44
Peer-Score
Signal qualityMedium
vs
NU
Nu Holdings Ltd.
69
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: AYV.PA vs NU Profitability 10 93 Stability 31 21 Valuation 87 61 Growth 41 93 AYV.PA NU
Gap Ranking
#1 Profitability +83
#2 Growth +52
#3 Valuation +26
#4 Stability +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AYV.PA and NU Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AYV.PANU Relative valuation Structural strength

Nu Holdings Ltd. is cheaper, but AYV.PA is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Nu Holdings Ltd. ranks near the top of the group; AYV.PA sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but Nu Holdings Ltd. sits noticeably higher.
Profitability — Dominant Gap
AYV.PA
10
NU
93
Gap+83in favour of NU

The profitability lead is mainly driven by a 40-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for AYV.PA, with a forward P/E that is 4.3 turns lower there.

What this means for the comparison

The lead is built on both profitability and growth — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the AYV.PA vs NU comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how AYV.PA and NU each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.