XP

ISIN KYG982391099

WKN A2PWSC

Market cap (in EUR)

8,960 m

Country

Brazil

Sector

Finance

Dividend yield

0.01%

Overview

Quote

Description

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

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Finance Investment Services Brazil

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Financials

Key metrics

Market capitalisation, EUR	8,960 m
EPS, EUR	1.51
P/B ratio	2.4
P/E ratio	11.9
Dividend yield	0.01%

Income statement (2024)

Revenue, EUR	2,970 m
Net income, EUR	774 m
Profit margin	26.06%

What ETF is XP in?

There are 14 ETFs which contain XP. All of these ETFs are listed in the table below. The ETF with the largest weighting of XP is the iShares MSCI Brazil UCITS ETF (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.05%	Equity Emerging Markets Social/Environmental Climate Change	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,112
UBS Core MSCI EM UCITS ETF USD dis	0.07%	Equity Emerging Markets	1,910
iShares MSCI EM UCITS ETF (Dist)	0.07%	Equity Emerging Markets	6,105
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	487
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.06%	Equity Emerging Markets Social/Environmental	1,087
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity Emerging Markets Social/Environmental	921
iShares MSCI Brazil UCITS ETF (Dist)	1.52%	Equity Brazil	318
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	141
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	756
iShares MSCI EM Latin America UCITS ETF (Dist)	0.91%	Equity Latin America	1,014
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	27
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.06%	Equity Emerging Markets	835
L&G Emerging Markets ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF	0.07%	Equity Emerging Markets Social/Environmental Climate Change	102

Performance

Returns overview

YTD	+32.99%
1 month	-4.66%
3 months	-4.77%
6 months	-11.01%
1 year	+20.09%
3 years	-6.74%
5 years	-51.41%
Since inception (MAX)	-49.14%
2024	-50.85%
2023	+64.91%
2022	-42.49%
2021	-23.99%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).