StoneCo (STNE) Could Be 33% Undervalued Following Its Cross Selling Growth Narrative

Simply Wall St.07-30

StoneCo (STNE) is back in focus after the stock fell 2.15%, lagging major indexes, as investors look ahead to the company’s August 13, 2026 earnings release. See our latest analysis for StoneCo. The ...

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The ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-stne/stoneco/news/stoneco-stne-could-be-33-undervalued-following-its-cross-sel\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>StoneCo (STNE) Could Be 33% Undervalued Following Its Cross Selling Growth Narrative</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStoneCo (STNE) Could Be 33% Undervalued Following Its Cross Selling Growth Narrative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nasdaq-stne/stoneco/news/stoneco-stne-could-be-33-undervalued-following-its-cross-sel><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>StoneCo (STNE) is back in focus after the stock fell 2.15%, lagging major indexes, as investors look ahead to the company’s August 13, 2026 earnings release. See our latest analysis for StoneCo. The ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-stne/stoneco/news/stoneco-stne-could-be-33-undervalued-following-its-cross-sel\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4106","symbol_name":"数据处理与外包服务","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-stne/stoneco/news/stoneco-stne-could-be-33-undervalued-following-its-cross-sel","article_id":"2655264388","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8032000-choice2-main-header/1585186601535"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-stne/stoneco/news/stoneco-stne-could-be-33-undervalued-following-its-cross-sel","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2655264388","pubTimestamp":1785395978,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"StoneCo (STNE) is back in focus after the stock fell 2.15%, lagging major indexes, as investors look ahead to the company’s August 13, 2026 earnings release.\nSee our latest analysis for StoneCo.\nThe recent 1-day share price return decline of 1.79% and 7-day decline of 3.52% extend a weaker short term trend for StoneCo. At the same time, the 1-year total shareholder return of 2.45% and 5-year total shareholder return decline of 76.58% point to mixed longer term outcomes around the current...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4106":"数据处理与外包服务","BK4566":"资本集团","STNE":"StoneCo","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","BK4535":"淡马锡持仓","LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","LU0072463663.USD":"Blackrock Latin American A2 USD","BK4227":"交易和支付处理服务","BK4559":"巴菲特持仓"},"translate_title":"StoneCo (STNE) 的交叉销售增长叙述可能被低估 33%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STNE":1.5},"content_text":"StoneCo (STNE) is back in focus after the stock fell 2.15%, lagging major indexes, as investors look ahead to the company’s August 13, 2026 earnings release. See our latest analysis for StoneCo. The recent 1-day share price return decline of 1.79% and 7-day decline of 3.52% extend a weaker short term trend for StoneCo. At the same time, the 1-year total shareholder return of 2.45% and 5-year total shareholder return decline of 76.58% point to mixed longer term outcomes around the current US$10.96 level. If this volatility has you looking beyond StoneCo, it could be a good moment to broaden your search and check out the 19 top founder-led companies StoneCo’s recent slide could signal deeper concern about its earnings outlook, or it could simply reflect cooler sentiment after a stronger year long run. How does the current share price compare with its fundamentals? AdvertisementMost Popular Narrative: 32.5% Undervalued The most followed narrative on StoneCo suggests a fair value of $16.23, compared with the recent $10.96 share price, and focuses heavily on capital allocation and earnings power.  Cross-selling of end-to-end financial solutions (payments, digital banking, working capital credit) is increasing client engagement and wallet share, demonstrated by growing deposit balances (+36% year-over-year) and credit portfolio expansion (+25% sequentially). This supports higher recurring revenue and long-term net earnings improvement.  Read the complete narrative. Read the complete narrative. The fair value story for StoneCo centers on how far this cross selling engine can go. Revenue growth, earnings pressure, margins, and future valuation multiples all sit at the heart of the projections the narrative lays out. Investors weighing today’s share price against that $16.23 fair value may want to understand exactly how those moving parts fit together. Result: Fair Value of $16.23 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, StoneCo still faces risks from slower total payment volume growth and higher credit provisions, which could pressure margins and challenge the current fair value narrative. Find out about the key risks to this StoneCo narrative. Next Steps With sentiment on StoneCo clearly mixed, this is a good time to move quickly, review the numbers yourself, and decide where you stand. To weigh the balance of concerns and potential upsides in one place, take a close look at the 3 key rewards and 2 important warning signs. Looking for more investment ideas beyond StoneCo? If you are reassessing StoneCo, do not stop there. Use this moment to widen your watchlist and uncover other stocks that could fit your approach.  Target dependable cash generators by checking out companies highlighted in the 49 high quality undervalued stocks. Strengthen your portfolio’s foundation by reviewing the solid balance sheet and fundamentals stocks screener (48 results) that focuses on financial resilience. Get ahead of the crowd by scanning the screener containing 21 high quality undiscovered gems before other investors catch on.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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