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Stock Comparison · Industry comparison · Banks - Regional

First Horizon vs Nu Holdings: Which Stock Looks Stronger in 2026?

First Horizon holds the cleaner structural position, with stability as the main driver and profitability adding further support. Nu still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — First Horizon holds the more constructive position. That puts structure and market broadly in agreement — First Horizon's lead looks more confirmed than conflicted.

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

Updated 2026-04-05

Stability remains the main source of distance in the comparison.

INDUSTRY COMPARISON

Both operate in: Banks - Regional

This comparison is based on industry proximity, not on functional trajectory similarity. FHN and NU share the same industry classification.

For a similarity-based comparison, see how First Horizon and Nu each position within their functional peer groups in AssetNext.

Peer-Relative Score
FHN
First Horizon Corporation
75
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.

The largest gaps do not all point in the same direction.

Dimension spread: FHN vs NU Profitability 66 93 Stability 61 21 Valuation 75 61 Growth 100 93 FHN NU
Gap Ranking
#1 Stability +40
#2 Profitability +27
#3 Valuation +14
#4 Growth +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for FHN and NU Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer FHNNU Relative valuation Structural strength

First Horizon Corporation and Nu Holdings Ltd. look relatively close on structure, but the price setup still leans toward First Horizon Corporation.

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

Relative Position vs Comparable Companies
Stability
On stability, First Horizon Corporation is positioned higher in the group, while Nu Holdings Ltd. is closer to the middle.
Profitability
Both look solid on profitability, though Nu Holdings Ltd. still holds the stronger peer position.
Stability — Dominant Gap
FHN
61
NU
21
Gap+40in favour of FHN

The stability gap is very wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Profitability still favours Nu, with a 8.9-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The page question resolves through stability, but profitability and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how FHN 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.