XP
XP Inc.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| active client base | 4.8M | Q1 2026 call | — |
| advisers | 18,300 | Q1 2026 call | — |
| capital ratio | 20.7% | Q1 2026 call | — |
| client assets combining AUM and AUA | 2.1 | Q1 2026 call | — |
| corporate and institutional net new money | -4B | Q1 2026 call | — |
| NPS | 70 | Q1 2026 call | — |
| organic retail net new money | 19B | Q1 2026 call | — |
| retention levels | 80% | Q1 2026 call | — |
| ROE | 21.7% | Q1 2026 call | — |
| total net new money | 14B | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
XP
this stock
XP Inc.
|
$8.74B | +3.4% | — | — | 5.1% |
|
MS
Morgan Stanley
|
$348.72B | +25.2% | +5.5% | 20.0 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$308.55B | +19.6% | — | 19.1 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$178.05B | +2.8% | -9.3% | 20.4 | 1.4% |
|
HOOD
Robinhood Markets, Inc.
|
$98.93B | -2.9% | +51.6% | 53.3 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| XP | +4.7% | +13.3% | -2.8% | +4.1% | +3.4% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | +3.3% | +9.2% | -11.9% | +3.0% | -7.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.