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Company Research17 Jan 2024
StoneCo: A Rising Star in the Brazilian Fintech Landscape
With an impressive 7-year revenue growth CAGR of 60% and Berkshire Hathaway as a major shareholder, StoneCo is certainly a company worth exploring.
StoneCo
StoneCo (STNE) investor relations material
StoneCo Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary3 Mar, 2026
Mission and strategic priorities
Focuses on providing financial and software solutions with top-tier service to Brazilian micro, small, and medium businesses, aiming to help entrepreneurs manage and grow their businesses effectively.
Strategic priorities include winning in the MSMB market, scaling through unified platforms, and driving client engagement with bundled pricing and working capital solutions.
Market positioning and opportunity
Holds over 12% market share in payments, targeting micro, small, and medium businesses with tailored offerings and a broad suite of solutions.
Addressable market includes ~11 million micro clients (R$38bn revenue pool) and ~4 million SMB clients (R$69bn revenue pool).
Unified commerce value proposition leverages digital models for underserved merchants, offering low cost-to-serve and scalable distribution.
Competitive advantages and platform
Tech-enabled distribution covers over 99% of Brazil’s GDP, with digital, proximity, and strategic partner channels.
Superior client service with rapid delivery and high satisfaction scores; unified platform enables operating leverage and multiple value propositions.
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Latest events from StoneCo
- EPS up 33.6%, gross profit up 13.5%, and over BRL 3bn returned to shareholders in 2025.STNE
Q4 20253 Mar 2026 - Adjusted net income up 54% y/y, MSMB and banking growth strong, guidance maintained.STNEQ2 20241 Feb 2026
- Adjusted Net Income up 34.9% as MSMB, banking, and credit metrics hit record highs.STNEQ3 202414 Jan 2026
- Adjusted net income up 41% and MSMB TPV up 22%, with major software impairment in 2024.STNEQ4 20242 Dec 2025
- Divestitures and core focus drive strong profit, EPS growth, and capital returns.STNEQ2 202523 Nov 2025
- Double-digit revenue and profit growth in 1Q25, with new R$2bn buyback program.STNEQ1 202519 Nov 2025
- Double-digit profit and revenue growth, expanding MSMB, and strong capital returns.STNEQ3 202513 Nov 2025
Next StoneCo earnings date
Q1 20267 May, 2026
StoneCo
Next StoneCo earnings date
Q1 20267 May, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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