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Should You Forget BigBear.ai and Buy These 2 Millionaire-Maker Stocks Instead?
NUNu .(NU) The Motley Fool·2025-01-11 09:55

Group 1: BigBear.ai Overview - BigBear.ai has experienced significant stock volatility since its SPAC merger, with its stock price peaking at 12.69inApril2022anddroppingbelow12.69 in April 2022 and dropping below 1 by December 2022 [1][2] - The company initially projected revenue growth from 182millionin2021to182 million in 2021 to 388 million in 2023, but actual revenue only increased from 146millionto146 million to 155 million, attributed to macroeconomic challenges and the bankruptcy of a major customer [2] - Under new CEO Mandy Long, analysts expect revenue to grow by 8% in 2024 and 14% in 2025, reaching $192.5 million, driven by new government contracts [3] Group 2: Nu Holdings - Nu Holdings is the largest digital bank in Latin America, with customer numbers increasing from 33.3 million in 2021 to 109.7 million by Q3 2024 [5] - The activity rate of Nu's customers rose from 76% to 84% as the bank expanded its services, including checking, credit cards, and e-commerce [6] - From 2021 to 2023, Nu's revenue grew at a compound annual growth rate (CAGR) of 117%, achieving profitability in 2023, with significant growth potential as 70% of Latin America's population remains unbanked [8] Group 3: PDD Holdings - PDD Holdings is the third-largest e-commerce company in China, with revenue growing at a CAGR of 80% from 2018 to 2023, and it became profitable in 2021 [10] - The company's GAAP net income grew at a CAGR of 178% from 2021 to 2023, driven by its discount marketplace and online agricultural marketplace [11] - Analysts expect PDD's revenue and EPS to grow at a CAGR of 34% and 36% respectively from 2023 to 2026, despite current valuation pressures due to macroeconomic challenges in China [13]