Nu Holdings Ltd vs TJX Companies Inc — how do they compare? Nu Holdings Ltd trades at $13.58 (market cap $65.94B), while TJX Companies Inc trades at $153.9 (market cap $172.05B). The key difference: TJX Companies Inc is far larger — about 2.6× Nu Holdings Ltd's market cap, and TJX Companies Inc pays a 1.23% dividend while Nu Holdings Ltd pays none. Which is the better fit depends on your goals.
| NU | TJX | |
|---|---|---|
Market Cap | $65.94B | $172.05B |
Sector | Financials | Consumer Cyclical |
52-Week High | $18.76 | $168.41 |
52-Week Low | $11.60 | $132.62 |
Enterprise Value | — | $180.65B |
Dividend Yield | — | 1.23% |
Signals from Pluang's Aura AI — not financial advice
NU stock trades at $13.86, up 0.14% today, with a bullish technical signal despite recent earnings misses. Revenue grew from $3.0B in 2022 to $10.6B in 2025, with net income turning positive to $2.9B. The company's expansion in Brazil and Mexico, including a pending banking license acquisition (PYMNTS, 2026-07-22), supports growth. Analysts maintain a buy consensus with a $14.98 target, though competition and Latin American market risks persist.
Outlook remains positive due to strong fundamentals and growth trajectory, but investors face risks from rising competition and regional volatility. The upcoming Q2 2026 earnings report on August 13 (Defense World, 2026-08-12) serves as a key catalyst, with expectations of $0.1984 EPS. Institutional activity is mixed, with some trimming stakes while others increase holdings.
TJX trades at $158.80, down 1.59% on the day, but maintains strong fundamental momentum with consistent earnings beats and robust profitability. The stock shows bullish technical signals with support at $158 and resistance at $160, while analyst consensus remains overwhelmingly positive with 88% buy ratings and a $181.80 price target. Recent financial performance demonstrates solid revenue growth from $48.5B in 2022 to $56.4B in 2025, with net income margins expanding to 8.63%.
TJX presents a compelling investment case with strong operational execution and market share gains in discount retail. The primary upside catalyst is continued earnings outperformance and expansion into new markets, while risks include consumer spending sensitivity and competitive pressures. With projected 2026 revenue of $61.6B and net income of $5.8B, the company's growth trajectory supports the bullish analyst sentiment despite premium valuation multiples.
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Latest headlines on both assets
Nu Holdings Ltd is engaged in providing digital banking services. It offers several financial services such as Credit cards, Personal Account, Investments, Personal Loans, Insurance, Mobile payments, Business Account, and Rewards.
Read more on NU →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →