INTR Inter & Co, Inc. Loading... : Bullish and Bearish Analyst Opinions
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11:27
Aug 15
Aug 15
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LOW
14:56
Aug 14
Aug 14
NU further along credit cycle than INTR
Notes that NU is further along in the credit cycle compared to INTR due to its loan book and self-inflicted issues.
MED
14:00
Aug 14
Aug 14
Author maintains long position in INTR.
Author discloses an ongoing long position in INTR, arguing it should be valued as a bank based on cost of risk rather than standard metrics.
MED
12:15
Aug 13
Aug 13
INTR trades at 7.5x earnings with 23% growth and a PEG of 0.32. Cheap valuation plus falling Brazilian rates could compress risk premium and drive re-rating. Attractive asymmetric value trade if growth persists and macro headwinds ease. Brazil geopolitical instability, FX volatility, and slower-than-expected rate cuts could extend the drawdown. No other actionable trade ideas in this post.
HIGH
14:35
Aug 07
Aug 07
Earnings reaction watched as peer credit bellwether.
Observes upcoming earnings report as a potential bellwether for peer credit-risk reception.
LOW
08:41
Aug 07
Aug 07
Bullish INTR on existing client growth potential.
Author is bullish on INTR, arguing that high returns on payroll loans justify the risks and that the bank can grow rapidly by capturing more credit share from existing clients.
MED
07:08
Aug 07
Aug 07
Clarifies INTR expected 2026 P/E multiple.
Corrects a previous post to clarify that INTR is trading at an expected 2026 P/E of around 7x.
LOW
14:13
Aug 06
Aug 06
Long INTR despite credit cycle risks.
Author maintains a long position in INTR, citing its cheap valuation, structural soundness, and fast growth despite acknowledging the inherent credit cycle risks.
MED
13:02
Jul 23
Jul 23
INTR offers compelling asymmetric upside
Author highlights INTR as a high-quality company trading at an attractive valuation with compelling asymmetric upside.
MED
18:15
Jun 23
Jun 23
Brazilian political uncertainty creates attractive buying opportunity.
Author discloses a long position, arguing the depressed valuation caused by Brazilian political uncertainty presents a highly attractive buying opportunity.
MED
09:13
Jun 09
Jun 09
INTR viewed as cheap with strong growth
Author views INTR as absurdly cheap with strong growth following Fed approval for a US branch, dismissing political risks.
MED
13:51
May 23
May 23
Respected Brazilian asset manager increases position
Notes that a highly respected, deep-value Brazilian asset manager is increasing its position in the company.
MED
05:25
May 19
May 19
INTR trades at significant discount to peers
Observes striking mispricings among Brazilian banks, noting INTR trades at a significant discount to peers like PAGS.
MED
08:21
May 18
May 18
INTR (Inter & Co) has forward P/E of 8, 5-year EPS growth estimate of +25%, PEG ~0.3, ROE 15% and increasing, insiders own 45%. These metrics suggest deep undervaluation relative to growth, while large insider ownership aligns management with shareholders. Recent sell-off in LatAm/financials creates a buying opportunity. A small-cap value play with strong fundamentals and insider alignment; potential for violent rebounds as seen historically. Continued weakness in Latin American markets; currency and political risk in Brazil; possible earnings miss or sector headwinds.
MED
21:00
May 16
May 16
Inter drop exaggerated; opportunity to buy
Bought Banco Inter after the sharp drop, believing the sell-off was exaggerated. The credit quality deterioration in private payroll and credit cards is being provisioned more conservatively by Inter than peers. Inter has low-hanging fruit to increase ROE to at least 18% in the short term, making the current price an attractive entry point for a tactical position.
MED
13:46
May 16
May 16
Inter offers better IRR over five years
Considers Inter the better investment over the next five years due to a higher expected internal rate of return compared to Nu.
MED
12:32
May 16
May 16
Inter offers significant upside from distressed valuation
Inter presents a significant valuation anomaly, trading at distressed levels despite strong growth, improving operating leverage, and substantial ROE expansion potential.
MED
14:30
May 15
May 15
INTR offers better value than NU
Pitches INTR as a superior value to NU, arguing that NU's higher quality does not justify its massive 24x valuation premium.
MED
23:49
May 12
May 12
Inter oversold, bought after drop.
Banco Inter sold off 15% on earnings and another 7% on Investor Day due to credit quality concerns and a change in guidance (60/30 to rule-of-50). We saw that as overdone and bought shares this morning. The bank has strong growth potential, conservative provisioning on payroll loans, and a path to 18% ROE in the short term.
MED
14:34
May 12
May 12
ROE expansion path drives massive upside target
Author projects significant upside for INTR, citing a clear path to 24-27% ROE by 2028 driven by credit underwriting and capital efficiency improvements outlined at Investor Day.
MED
11:13
May 12
May 12
Stock sold off on rising credit risks
Notes the stock sold off after earnings due to seemingly rising credit risks.
LOW
16:04
May 11
May 11
Rising credit costs reflect strategic loan growth
Author is aggressively adding to position, arguing the market is misinterpreting rising cost of risk which is actually driven by strategic growth in payroll loans.
MED
13:41
May 08
May 08
Valuation too low after recent volatility drop
Bullish on INTR as the valuation has dropped too far and the bank has historically handled similar volatility well.
MED
16:52
May 07
May 07
Maintains long thesis after recent sell-off
Maintains a long thesis after a sell-off, arguing the market is overpricing risk and the fundamental growth story remains intact.
MED
12:15
May 07
May 07
Reiterates bullish thesis following Q1 results
Reiterates a bullish thesis following Q1 results, arguing the attractive forward P/E justifies multiple expansion to 12-14x.
MED
13:17
May 05
May 05
Adding to long position on valuation gap
Author is adding to a long position, citing a structural margin advantage, strong net income growth, and an unjustified valuation gap compared to peers.
MED
14:20
Mar 17
Mar 17
Highlights Inter&Co's highly conservative loan book
Highlights the company's conservative loan book with 67% secured loans and lowest funding costs.
MED
16:38
Feb 23
Feb 23
Questions selloff in Brazilian stocks
Questions if the selloff in Brazilian stocks is justified by events in Mexico, noting the geographic distance.
LOW
15:30
Feb 13
Feb 13
Management projects strong revenue growth for 2026
Notes management guidance suggests 2026 will outperform 2025, projecting at least 24% revenue growth without increased risk.
MED
14:50
Feb 11
Feb 11
Undervalued stock delivering outstanding quarters warrants holding
Author discloses an ongoing long position, arguing the stock remains massively undervalued if it achieves its mid-term targets following consecutive outstanding quarters.
MED
About INTR Analyst Coverage
Buzzberg tracks INTR (Inter & Co, Inc.) across 4 sources. 4 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (7%). 56 total trade ideas tracked. Latest voices: thebigberbowski, @MoodyWriter13, u/Acceptable-Leek1546.