Is StoneCo Ltd. (NASDAQ:STNE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating StoneCo Ltd. at current levels.
Brazil's fintech workhorse trades at crisis-level multiples while generating 20%+ ROE and growing earnings near 20%.
Where STNE is headed
A Brazilian payments company trading at 3.8x forward earnings with 20%+ return on equity and 75% gross margins is either broken or mispriced. StoneCo (NASDAQ:STNE) looks like the latter. By late 2027, Stone should be processing north of R$450 billion in total payment volume annually, with its banking and credit products contributing a growing share of revenue per client. The company has spent the last two years pruning its disastrous credit book and refocusing on what it does well: selling integrated financial tools to small and mid-sized merchants across Brazil. That cleanup is largely done, and the business underneath is genuinely good.
Read the full Compass Direction on STNE
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios.
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Frequently asked questions
Is StoneCo Ltd. (NASDAQ:STNE) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating StoneCo Ltd. at current levels. Brazil's fintech workhorse trades at crisis-level multiples while generating 20%+ ROE and growing earnings near 20%.
What is STNE's Compass Score?
StoneCo Ltd. scores 86/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for STNE?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the STNE page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.