StoneCo Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
8.1%projected annual EPS growth
Analyst Coverage
17analysts covering
FY EPS (est.)
$1.64next fiscal year
Monitoring Framework
Key Performance Indicators
MSMB Active Payment Client Base Quarterly4.8M
Total Payment Volume (TPV) Quarterly
Adjusted Gross Profit (Continuing Operations) Quarterly
Non-Performing Loans (NPL) Ratio > 90 Days Quarterly7.0%
Watch Items
- Credit Portfolio Delinquency (NPL > 90 Days)Action: Tighten credit underwriting models, slow down new disbursements, and increase provisioning levels.
- PIX QR Code Adoption and Prepayment CannibalizationAction: Adjust pricing on bundled services and accelerate the rollout of banking monetization features to offset lower prepayment revenues.
Research as of 19 Jun 2026