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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

64

5

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":556901575209480,"tweetId":"556901575209480","gmtCreate":1776995100579,"gmtModify":1777000474490,"author":{"id":9000000000000725,"idStr":"9000000000000725","authorId":9000000000000725,"authorIdStr":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":794,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/fa47bf046007c46c4e98e1b290b1dd18","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/61a646dec99f93a38ea0ba82cfcba3bc","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/e1e131935e742d834e7332da782fed93","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/c4d71f8f5444dc1c6f8890aa0db914b1","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/b2c60293cdf7c23605fa7ec843921d5b","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/622725f24e6c007bd7899c29af7ffeb2","width":"2800","height":"2800"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/fa47bf046007c46c4e98e1b290b1dd18","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/61a646dec99f93a38ea0ba82cfcba3bc","width":"2800","height":"2800"},{"img":"https://community-static.tradeup.com/news/e1e131935e742d834e7332da782fed93","width":"2800","height":"2800"}],"title":"NU, PGY, TMDX, DLO, MELI, INTU - 6 Undervalued High-Quality Businesses","html":"<html><head></head><body><h2 id=\"id_1408159350\">6 Undervalued High-Quality Businesses</h2>\n<h3 id=\"id_1829045856\">1. <a data-mention-id=\"NU\" class=\"teditor-mention\" data-mention-name=\"Nu Holdings Ltd.\" href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a></h3>\n<p>Industry: Fintech</p>\n<p>Ticker: $NU</p>\n<p>Market Cap: $71.8B</p>\n<p>FWD P/E: 16</p>\n<p>2028 Revenue CAGR: 28.4%</p>\n<p>2028 EPS CAGR: 34.2%</p>\n<p>Growth Areas:</p>\n<p>- US Expansion</p>\n<p>- Latin American Expansion</p>\n<p>- SMB Banking</p>\n<p>- Lending</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fa47bf046007c46c4e98e1b290b1dd18\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_2296285897\">2. <a data-mention-id=\"PGY\" class=\"teditor-mention\" data-mention-name=\"Pagaya Technologies Ltd.\" href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a></h3>\n<p>Industry: Fintech</p>\n<p>Ticker: $PGY</p>\n<p>Market Cap: $1.2B</p>\n<p>FWD P/E: 10</p>\n<p>2028 Revenue CAGR: 13.1%</p>\n<p>2028 EPS CAGR: 56.2%</p>\n<p>Growth Areas:</p>\n<p>- AI Credit Assessment</p>\n<p>- Second Look AI Loans</p>\n<p>- AI ABS Creation</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/61a646dec99f93a38ea0ba82cfcba3bc\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_64518951\">3. <a data-mention-id=\"TMDX\" class=\"teditor-mention\" data-mention-name=\"TransMedics Group, Inc.\" href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a></h3>\n<p>Industry: Medical Devices</p>\n<p>Ticker: $TMDX</p>\n<p>Market Cap: $3.9B</p>\n<p>FWD P/E: 41</p>\n<p>2028 Revenue CAGR: 17.9%</p>\n<p>2028 FCF CAGR: 18%</p>\n<p>Growth Areas:</p>\n<p>- Liver</p>\n<p>- Heart</p>\n<p>- EU Expansion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/e1e131935e742d834e7332da782fed93\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_202472972\">4. <a data-mention-id=\"DLO\" class=\"teditor-mention\" data-mention-name=\"DLocal Limited\" href=\"https://ttm.financial/S/DLO\">$DLocal Limited(DLO)$</a></h3>\n<p>Industry: Payments</p>\n<p>Ticker: $DLO</p>\n<p>Market Cap: $3.9B</p>\n<p>FWD P/E: 15</p>\n<p>2028 Revenue CAGR: 28%</p>\n<p>2028 EPS CAGR: 21%</p>\n<p>Growth Areas:</p>\n<p>- Africa</p>\n<p>- Asia</p>\n<p>- Remittances</p>\n<p>- E-Commerce</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/c4d71f8f5444dc1c6f8890aa0db914b1\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_4277631823\">5. <a data-mention-id=\"MELI\" class=\"teditor-mention\" data-mention-name=\"MercadoLibre\" href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a></h3>\n<p>Industry: E-Commerce, Fintech, Logistics</p>\n<p>Ticker: $MELI</p>\n<p>Market Cap: $94.5B</p>\n<p>FWD P/E: 35</p>\n<p>2028 Revenue CAGR: 25.7%</p>\n<p>2028 EPS CAGR: 34.8%</p>\n<p>Growth Areas:</p>\n<p>- Banking</p>\n<p>- Lending</p>\n<p>- E-Commerce</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/b2c60293cdf7c23605fa7ec843921d5b\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_2731038953\">6. <a data-mention-id=\"INTU\" class=\"teditor-mention\" data-mention-name=\"Intuit\" href=\"https://ttm.financial/S/INTU\">$Intuit(INTU)$</a></h3>\n<p>Industry: Financial Software</p>\n<p>Ticker: $INTU</p>\n<p>Market Cap: $113.7B</p>\n<p>FWD P/E: 17</p>\n<p>2028 Revenue CAGR: 12.3%</p>\n<p>2028 EPS CAGR: 30.8%</p>\n<p>Growth Areas:</p>\n<p>- AI Automations</p>\n<p>- SMB Growth</p>\n<p>- International Expansion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/622725f24e6c007bd7899c29af7ffeb2\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_1408159350\">6 Undervalued High-Quality Businesses</h2>\n<h3 id=\"id_1829045856\">1. <a data-mention-id=\"NU\" class=\"teditor-mention\" data-mention-name=\"Nu Holdings Ltd.\" href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a></h3>\n<p>Industry: Fintech</p>\n<p>Ticker: $NU</p>\n<p>Market Cap: $71.8B</p>\n<p>FWD P/E: 16</p>\n<p>2028 Revenue CAGR: 28.4%</p>\n<p>2028 EPS CAGR: 34.2%</p>\n<p>Growth Areas:</p>\n<p>- US Expansion</p>\n<p>- Latin American Expansion</p>\n<p>- SMB Banking</p>\n<p>- Lending</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/fa47bf046007c46c4e98e1b290b1dd18\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_2296285897\">2. <a data-mention-id=\"PGY\" class=\"teditor-mention\" data-mention-name=\"Pagaya Technologies Ltd.\" href=\"https://ttm.financial/S/PGY\">$Pagaya Technologies Ltd.(PGY)$</a></h3>\n<p>Industry: Fintech</p>\n<p>Ticker: $PGY</p>\n<p>Market Cap: $1.2B</p>\n<p>FWD P/E: 10</p>\n<p>2028 Revenue CAGR: 13.1%</p>\n<p>2028 EPS CAGR: 56.2%</p>\n<p>Growth Areas:</p>\n<p>- AI Credit Assessment</p>\n<p>- Second Look AI Loans</p>\n<p>- AI ABS Creation</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/61a646dec99f93a38ea0ba82cfcba3bc\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_64518951\">3. <a data-mention-id=\"TMDX\" class=\"teditor-mention\" data-mention-name=\"TransMedics Group, Inc.\" href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a></h3>\n<p>Industry: Medical Devices</p>\n<p>Ticker: $TMDX</p>\n<p>Market Cap: $3.9B</p>\n<p>FWD P/E: 41</p>\n<p>2028 Revenue CAGR: 17.9%</p>\n<p>2028 FCF CAGR: 18%</p>\n<p>Growth Areas:</p>\n<p>- Liver</p>\n<p>- Heart</p>\n<p>- EU Expansion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/e1e131935e742d834e7332da782fed93\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_202472972\">4. <a data-mention-id=\"DLO\" class=\"teditor-mention\" data-mention-name=\"DLocal Limited\" href=\"https://ttm.financial/S/DLO\">$DLocal Limited(DLO)$</a></h3>\n<p>Industry: Payments</p>\n<p>Ticker: $DLO</p>\n<p>Market Cap: $3.9B</p>\n<p>FWD P/E: 15</p>\n<p>2028 Revenue CAGR: 28%</p>\n<p>2028 EPS CAGR: 21%</p>\n<p>Growth Areas:</p>\n<p>- Africa</p>\n<p>- Asia</p>\n<p>- Remittances</p>\n<p>- E-Commerce</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/c4d71f8f5444dc1c6f8890aa0db914b1\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_4277631823\">5. <a data-mention-id=\"MELI\" class=\"teditor-mention\" data-mention-name=\"MercadoLibre\" href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a></h3>\n<p>Industry: E-Commerce, Fintech, Logistics</p>\n<p>Ticker: $MELI</p>\n<p>Market Cap: $94.5B</p>\n<p>FWD P/E: 35</p>\n<p>2028 Revenue CAGR: 25.7%</p>\n<p>2028 EPS CAGR: 34.8%</p>\n<p>Growth Areas:</p>\n<p>- Banking</p>\n<p>- Lending</p>\n<p>- E-Commerce</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/b2c60293cdf7c23605fa7ec843921d5b\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<h3 id=\"id_2731038953\">6. <a data-mention-id=\"INTU\" class=\"teditor-mention\" data-mention-name=\"Intuit\" href=\"https://ttm.financial/S/INTU\">$Intuit(INTU)$</a></h3>\n<p>Industry: Financial Software</p>\n<p>Ticker: $INTU</p>\n<p>Market Cap: $113.7B</p>\n<p>FWD P/E: 17</p>\n<p>2028 Revenue CAGR: 12.3%</p>\n<p>2028 EPS CAGR: 30.8%</p>\n<p>Growth Areas:</p>\n<p>- AI Automations</p>\n<p>- SMB Growth</p>\n<p>- International Expansion</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/622725f24e6c007bd7899c29af7ffeb2\" tg-width=\"2800\" tg-height=\"2800\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","text":"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","highlighted":1,"essential":1,"paper":2,"likeSize":64,"commentSize":0,"repostSize":5,"favoriteSize":0,"link":"https://ttm.financial/post/556901575209480","repostId":0,"isVote":1,"tweetType":1,"viewCount":511,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MELI","PGY","TMDX","NU","INTU","DLO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1061,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556901575209480"}