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XP (XP) Competitors

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XP vs. IX, SYF, SOFI, BNT, HLI, JEF, FRHC, OBDC, GLXY, and VIRT

Should you be buying XP stock or one of its competitors? The main competitors of XP include Orix Corp Ads (IX), Synchrony Financial (SYF), SoFi Technologies (SOFI), Brookfield Wealth Solutions (BNT), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), Freedom (FRHC), Blue Owl Capital (OBDC), Galaxy Digital (GLXY), and Virtu Financial (VIRT). These companies are all part of the "fin - misc svcs" industry.

XP vs. Its Competitors

Orix Corp Ads (NYSE:IX) and XP (NASDAQ:XP) are both large-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, valuation, earnings, media sentiment, analyst recommendations, profitability, risk and dividends.

XP has a consensus target price of $23.33, indicating a potential upside of 17.34%. Given XP's stronger consensus rating and higher possible upside, analysts plainly believe XP is more favorable than Orix Corp Ads.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Orix Corp Ads
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
XP
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67

1.7% of Orix Corp Ads shares are held by institutional investors. Comparatively, 59.2% of XP shares are held by institutional investors. 0.1% of Orix Corp Ads shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Orix Corp Ads has a beta of 0.86, meaning that its share price is 14% less volatile than the S&P 500. Comparatively, XP has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500.

Orix Corp Ads pays an annual dividend of $0.60 per share and has a dividend yield of 2.6%. XP pays an annual dividend of $0.65 per share and has a dividend yield of 3.3%. Orix Corp Ads pays out 29.7% of its earnings in the form of a dividend. XP pays out 42.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Orix Corp Ads has higher revenue and earnings than XP. Orix Corp Ads is trading at a lower price-to-earnings ratio than XP, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Orix Corp Ads$1.83T0.01$2.32B$2.0211.33
XP$3.17B3.37$836.79M$1.5213.08

XP has a net margin of 26.84% compared to Orix Corp Ads' net margin of 12.24%. XP's return on equity of 22.59% beat Orix Corp Ads' return on equity.

Company Net Margins Return on Equity Return on Assets
Orix Corp Ads12.24% 8.53% 2.11%
XP 26.84%22.59%1.42%

In the previous week, Orix Corp Ads had 6 more articles in the media than XP. MarketBeat recorded 6 mentions for Orix Corp Ads and 0 mentions for XP. Orix Corp Ads' average media sentiment score of 1.37 beat XP's score of 0.00 indicating that Orix Corp Ads is being referred to more favorably in the media.

Company Overall Sentiment
Orix Corp Ads Positive
XP Neutral

Summary

XP beats Orix Corp Ads on 10 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding XP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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XP vs. The Competition

MetricXPFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$10.56B$7.54B$12.07B$9.02B
Dividend Yield3.31%4.83%5.57%4.10%
P/E Ratio12.9118.1320.0620.28
Price / Sales3.375.2925.62121.46
Price / Cash11.9221.6621.5057.47
Price / Book2.872.722.285.68
Net Income$836.79M$304.38M$1.00B$248.96M

XP Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
XP
XP
4.1116 of 5 stars
$19.89
+74.3%
$23.33
+17.3%
+18.2%$10.56B$3.17B12.917,442
IX
Orix Corp Ads
4.4591 of 5 stars
$21.46
+1.0%
N/A-0.2%$24.22B$18.88B10.6333,807News Coverage
Positive News
SYF
Synchrony Financial
4.889 of 5 stars
$63.28
+1.5%
$64.78
+2.4%
+48.3%$23.73B$22.65B8.6820,000Positive News
Analyst Forecast
SOFI
SoFi Technologies
2.1033 of 5 stars
$15.36
+1.1%
$14.73
-4.1%
+184.3%$16.80B$2.67B37.465,000
BNT
Brookfield Wealth Solutions
N/A$59.59
+1.3%
N/AN/A$14.15B$14.10B180.585,000News Coverage
Positive News
HLI
Houlihan Lokey
4.4707 of 5 stars
$176.95
+2.3%
$192.20
+8.6%
+37.7%$12.07B$2.39B30.401,100Positive News
JEF
Jefferies Financial Group
4.5763 of 5 stars
$53.96
+2.1%
$66.25
+22.8%
+11.4%$10.90B$7.03B18.677,822Trending News
FRHC
Freedom
0.5747 of 5 stars
$141.54
+2.4%
N/A+93.4%$8.11B$2.05B101.838,764News Coverage
Positive News
OBDC
Blue Owl Capital
3.9493 of 5 stars
$14.29
-1.2%
$15.64
+9.5%
-6.5%$7.39B$1.60B9.22N/ANews Coverage
Positive News
GLXY
Galaxy Digital
N/A$18.47
-2.1%
N/AN/A$6.54BN/A0.00N/AAnalyst Forecast
VIRT
Virtu Financial
4.6036 of 5 stars
$42.40
-0.3%
$37.25
-12.2%
+99.5%$6.54B$3.07B12.26990

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This page (NASDAQ:XP) was last updated on 7/4/2025 by MarketBeat.com Staff
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