NU, PGY, TMDX, DLO, MELI, INTU - 6 Undervalued High-Quality Businesses
6 Undervalued High-Quality Businesses
1. $Nu Holdings Ltd.(NU)$
Industry: Fintech
Ticker: $NU
Market Cap: $71.8B
FWD P/E: 16
2028 Revenue CAGR: 28.4%
2028 EPS CAGR: 34.2%
Growth Areas:
- US Expansion
- Latin American Expansion
- SMB Banking
- Lending
2. $Pagaya Technologies Ltd.(PGY)$
Industry: Fintech
Ticker: $PGY
Market Cap: $1.2B
FWD P/E: 10
2028 Revenue CAGR: 13.1%
2028 EPS CAGR: 56.2%
Growth Areas:
- AI Credit Assessment
- Second Look AI Loans
- AI ABS Creation
3. $TransMedics Group, Inc.(TMDX)$
Industry: Medical Devices
Ticker: $TMDX
Market Cap: $3.9B
FWD P/E: 41
2028 Revenue CAGR: 17.9%
2028 FCF CAGR: 18%
Growth Areas:
- Liver
- Heart
- EU Expansion
4. $DLocal Limited(DLO)$
Industry: Payments
Ticker: $DLO
Market Cap: $3.9B
FWD P/E: 15
2028 Revenue CAGR: 28%
2028 EPS CAGR: 21%
Growth Areas:
- Africa
- Asia
- Remittances
- E-Commerce
5. $MercadoLibre(MELI)$
Industry: E-Commerce, Fintech, Logistics
Ticker: $MELI
Market Cap: $94.5B
FWD P/E: 35
2028 Revenue CAGR: 25.7%
2028 EPS CAGR: 34.8%
Growth Areas:
- Banking
- Lending
- E-Commerce
6. $Intuit(INTU)$
Industry: Financial Software
Ticker: $INTU
Market Cap: $113.7B
FWD P/E: 17
2028 Revenue CAGR: 12.3%
2028 EPS CAGR: 30.8%
Growth Areas:
- AI Automations
- SMB Growth
- International Expansion
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