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Stoneco (STNE)
NASDAQ:STNE
Earnings Data
Report Date
Aug 13, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.35Last Year’s EPS
1.61Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 13, 2025
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with strong year-over-year growth in key financial metrics, effective capital returns, and growing client engagement. However, some sequential declines in financial performance and anticipated TPV growth deceleration were noted, along with increased financial expenses. Despite these challenges, the company's strategic initiatives and continued focus on profitability suggest a stable future outlook.Company Guidance
During the first quarter of 2025, StoneCo demonstrated strong financial performance, exceeding its annual guidance targets across several key metrics. Gross profits increased by 19% year-over-year, surpassing the 14% annual growth outlined in their guidance, while adjusted basic EPS grew by 36%, significantly above the expected 18% growth for the year. The company also repurchased R$843 million worth of shares, boosting its distribution yield to 12% over the past 12 months. StoneCo's adjusted net income rose by 23% year-over-year, though it experienced a 17% decrease quarter-over-quarter due to higher investments and tax rates. The company's strategic repricing efforts, which were implemented in response to an increase in the yield curve, resulted in a notable improvement in profitability. StoneCo's client base and transaction volumes, particularly in MSMB payments, also showed robust growth, with MSMB active clients growing by 17% year-over-year. Additionally, the company's credit portfolio reached R$1.4 billion, supported by a stable non-performing loan ratio and a coverage ratio of 256%. StoneCo announced a new R$2 billion share repurchase program, underscoring its commitment to shareholder returns while maintaining a disciplined capital allocation strategy.Strong Year-Over-Year Growth in Key Financial Metrics
Gross profits grew by 19% year-over-year, with EPS growing by 36% year-over-year, surpassing the 18% growth implied in the full-year outlook. Adjusted net income also grew 23% year-over-year.
Share Repurchase and Capital Returns
StoneCo repurchased R$843 million or 15.1 million shares during the quarter. Over the past 12 months, the company has returned R$2.4 billion in share buybacks, highlighting a strong capital return policy.
MSMB Active Client Base and Engagement Growth
The MSMB payments active client base increased by 17% year-over-year, with the heavy user metric reaching 38%, up from 37% in the previous quarter.
Software Segment Achievements
Software segment revenues grew 11% year-over-year, with adjusted EBITDA growing 12% and a reduction in Software CapEx from 71% of EBITDA to 51% this quarter.
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STNE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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STNE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $13.81 | ― | ― |
| Mar 18, 2025 | $9.85 | $11.38 | +15.53% |
| Nov 12, 2024 | $11.56 | $11.59 | +0.26% |
| Aug 14, 2024 | $13.35 | $14.06 | +5.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Stoneco (STNE) report earnings?
Stoneco (STNE) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Stoneco (STNE) earnings time?
Stoneco (STNE) earnings time is at Aug 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STNE EPS forecast?
STNE EPS forecast for the fiscal quarter 2025 (Q2) is 0.35.
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