My 2019/2020 TTWROR monthly

I don’t think you’ll regret it.

STNE has more offerings than Adyen in EU or SQ in US (I also have those as well) but the kicker is they have much more room for growth in South America, with little to no competition.

they are at a 55 P/E at the moment, and yes expensive, but you know where those P/Es are for other “growth” stocks.

In one of the news I read on yahoo newsfeed some analysts put them on 4.71$ earning per share in 2021 (I have not researched this value yet, it seems very very high)

if that earning is realised on todays price it’ll bring stoneco to a 12.73 P/E ratio on todays price, and looking at the growth and potential in brazil + south america it won’t stay at those ratios :slight_smile:

a quite modest 35 P/E should forecast 2021 price at 165$ and I don’t even remotely think the growth stops there :slight_smile:

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