Company XP Inc.

Equities

XP

KYG982391099

Investment Banking & Brokerage Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for XP Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Brokerage Services

Market Closed - Nasdaq Other stock markets 16:00:00 2024-04-26 EDT			5-day change	1st Jan Change
21.06 ^USD	+2.48%		+0.19%	-19.22%

04-26	XP Names Victor Mansur CFO	MT
04-26	XP Names Victor Mansur to Succeed CFO Bruno Constantino	DJ

XP Inc. is a Cayman Islands-based holding company. The Company owns technological platforms for investments, financial services and education, in addition to media and content platforms, including brands, such as XP, Rico, Clear, Infomoney, XPeed and IM+. It distributes a range of financial products and services, such as financial education and digital content platform, financial advisory services and open financial product platform. Xpeed is a financial education platform in Brazil, which offers courses, MBAs and learning tools, as well as a range of digital content. It advises and supports its customers in a range of activities related to the financial universe, such as advisory services for institutional clients, private banking for high income clients, international financial services, structuring and issuance of financial products for corporate clients and issuers. It offers an open financial product platform to its clients, encompassing both proprietary and partnership products.

USD in Million	2022	Weight	2023	Weight	Delta
Reconciling Items 56.0 %	1,434	55.5 %	1,667	56.0 %	+16.25%
Brokerage 13.4 %	407	15.8 %	399	13.4 %	-2.07%
Securities Placement 13.3 %	316	12.2 %	396	13.3 %	+25.45%
Management Fees 11.0 %	306	11.8 %	326	11.0 %	+6.51%
Commission 5.3 %	109	4.2 %	158	5.3 %	+44.80%
Sales Taxes and Contributions on Revenue -4.2 %	-110	-4.3 %	-124	-4.2 %	+13.10%
Other 4.0 %	87	3.4 %	118	4.0 %	+35.58%
Insurance Brokerage 1.2 %	30	1.1 %	35	1.2 %	+18.31%

USD in Million	2022	Weight	2023	Weight	Delta
Brazil 96.0 %	2,489	96.3 %	2,855	96.0 %	+14.70%
United States 3.6 %	87	3.4 %	107	3.6 %	+22.39%
Europe 0.4 %	8	0.3 %	13	0.4 %	+64.31%

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	112,717,094	75,227,388 ( 66.74 %)	0	81.48 %
Stock B	1	435,366,147	371,364,160 ( 85.30 %)	1,056,308 ( 0.2426 %)

Name	Equities	%	Valuation
ITAÚ UNIBANCO HOLDING S.A. 7.898 %	34,384,254	7.898 %	882 M $
Dodge & Cox 6.943 %	30,228,845	6.943 %	776 M $
General Atlantic LLC 6.803 %	29,617,733	6.803 %	760 M $
Fidelity Management & Research Co. LLC 5.449 %	23,722,787	5.449 %	609 M $
Mawer Investment Management Ltd. 4.171 %	18,160,036	4.171 %	466 M $
ITAÚSA S.A. 4.105 %	17,870,985	4.105 %	459 M $
Capital Research & Management Co. (World Investors) 3.556 %	15,480,556	3.556 %	397 M $
BlackRock Advisors LLC 3.032 %	13,202,285	3.032 %	339 M $
Harding Loevner LP 3.012 %	13,115,121	3.012 %	337 M $
Sands Capital Management LLC 2.477 %	10,783,113	2.477 %	277 M $

Name	Equities	%	Valuation
Dahlia Capital Gestão de Recursos Ltda. 0.2513 %	1,094,102	0.2513 %	28 M $
Ibiuna Ações Gestão de Recursos Ltda 0.1110 %	483,392	0.1110 %	12 M $
Verde Asset Management SA 0.0898 %	390,886	0.0898 %	10 M $
Quatrinvest Administradora de Recursos Ltda. 0.0760 %	330,887	0.0760 %	8 M $
Morgan Stanley Administradora de Carteiras SA 0.0371 %	161,452	0.0371 %	4 M $
Bram Bradesco Asset Management S/A DTVM 0.0356 %	154,818	0.0356 %	4 M $
Banco Santander Brasil SA (Private Banking) 0.0280 %	121,874	0.0280 %	3 M $
Vista Capital Gestora de Recursos Ltda. 0.0156 %	68,128	0.0156 %	2 M $
Fideuram Asset Management (Ireland) DAC 0.0151 %	65,690	0.0151 %	2 M $
XP Advisory Gestão Recursos Ltda. 0.0150 %	65,237	0.0150 %	2 M $

Name	Equities	%	Valuation
Xp Control LLC 76.35 %	103,375,726	76.35 %	2 653 M $
ITAÚ UNIBANCO HOLDING S.A. 6.119 %	8,285,060	6.119 %	213 M $

Name	Equities	%	Valuation
ZALATORIS II ACQUISITION CORP. 0.60%	39,048	0.60%	423,280 $

XP, Inc.

Avenida Chedid Jafet 75 Torre Sul

04551-065, Vila Olímpia

+55 (11) 3075-0429

http://www.xpinc.com

Name	Category and Sector
XP Investments US LLC XP Investments US LLC Investment Banks/BrokersFinance Part of XP, Inc., XP Investments US LLC is a brokerage services provider. The private company is based in New York, NY. The company was founded in 2011. Adelia Mariel Gomez has been the CEO of the company since 2014.	Investment Banks/Brokers
XP Investimentos CCTVM SA XP Investimentos CCTVM SA Investment Banks/BrokersFinance Part of XP, Inc., XP Investimentos CCTVM SA is a financial investment company based in Rio de Janeiro, Brazil. The Brazilian company offers a variety of investment options such as CDB, LCA, LCI, COE, CRI, CRA, Fundos, Futuros, Tesouro, and more. XP Investimentos CCTVM was founded in 1997 by Guilherme Benchimol, who has been the CEO since then.	Investment Banks/Brokers
Banco XP SA Banco XP SA Regional BanksFinance Part of XP, Inc., Banco XP SA is a banking services provider. The private company is based in São Paulo, Brazil. Jose Berenguer has been the CEO of the Brazilian company since 2020.	Regional Banks

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

107.9 BRL

Average target price

151.6 BRL

Spread / Average Target

+40.46%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Brokerage Services

	1st Jan change	Capi.
XP INC.	-19.22%	11.55B
EAST MONEY INFORMATION CO.,LTD.	-6.55%	28.58B
GUOTAI JUNAN SECURITIES CO., LTD.	-6.85%	15.75B
CHINA GALAXY SECURITIES CO., LTD.	+2.66%	14.3B
INTERACTIVE BROKERS GROUP, INC.	+40.11%	12.44B
ORIENT SECURITIES COMPANY LIMITED	-3.68%	9.03B
CINDA SECURITIES CO., LTD.	-13.34%	6.98B
ZHESHANG SECURITIES CO., LTD.	+5.18%	5.82B
SDIC CAPITAL CO.,LTD	-3.56%	5.76B
WESTERN SECURITIES CO.,LTD.	+18.21%	4.64B

Brokerage Services