- StoneCo’s adjusted net income for the second quarter was R$630.9 million, reflecting a 27% year-over-year increase.
- This figure exceeded analysts’ estimates of R$583.4 million.
- Adjusted diluted earnings per share (EPS) came in at R$2.33, above the expected R$2.03.
- The company reported having 4.5 million active clients, marking a 15% increase compared to the previous year.
- The number of active clients surpassed the projected 4.44 million.
StoneCo on Smartkarma
Analysts on Smartkarma like Baptista Research have been closely following StoneCo, a company making waves with its innovative approaches. In a report titled “StoneCo: How Product Innovation & Bundled Solutions Are Building Merchant Loyalty!“, Baptista Research emphasized the strong performance of StoneCo in the first quarter of 2025. The company showcased robust financial health with a significant year-over-year gross profit growth of 19%, surpassing the annual guidance of 14%. This growth was fueled by effective repricing strategies and a 36% increase in adjusted EPS, reflecting a disciplined execution approach by StoneCo in response to market dynamics.
Furthermore, in another report titled “StoneCo Ltd.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!”, Baptista Research highlighted StoneCo’s strategic achievements in 2024 despite economic headwinds. The company’s focus on leadership in the micro, small, and medium business (MSMB) market, client engagement, and platform scalability has been key. Although StoneCo experienced a 15% year-over-year increase in card total payment values (TPV) within its MSMB operations, challenges arose from the swift adoption of PIX, the Brazilian instant payment system. These reports provide valuable insights into StoneCo’s growth trajectory and industry positioning.
A look at StoneCo Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 1 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
StoneCo Ltd., a provider of financial technology solutions in Brazil, showcases a promising long-term outlook as per the Smartkarma Smart Scores analysis. With a strong Value score of 4 and Momentum score of 4, StoneCo demonstrates robust intrinsic value and positive market momentum. This indicates that the company is potentially undervalued and has been gaining significant traction in the market recently.
Although StoneCo scored lower in Dividend, Growth, and Resilience categories, with scores of 1, 3, and 2 respectively, the overall performance seems to be buoyed by its solid Value and Momentum metrics. Investors looking for a company with solid value prospects and positive market sentiment might find StoneCo an attractive long-term investment option in the evolving financial technology sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
π‘ Before itβs here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- β Unlimited Research Summaries
- β Personalised Alerts
- β Custom Watchlists
- β Company Analytics and News
- β Events & Webinars
