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Payments: Active Client Base
Tracks the number of clients actively using Stoneco's payment services, reflecting customer engagement and potential for revenue growth.Active client growth remains a firm engine for StoneCo, but momentum is clearly slowing and management flags higher churn and softer gross adds. The bright side: a larger share of “heavy” users and stronger banking cross‑sell are lifting monetization (deposits, credit), supporting EPS and buyback plans. For investors, the inflection to watch is net client additions and retention quality—if cross‑sell conversion falters or provisions rise faster than credit revenue accrual, the valuation case from buybacks and margin expansion could weaken.
Date | Payments: Active Client Base |
|---|---|
Jun 30, 2026 | 4.82M |
Mar 31, 2026 | 4.70M |
Dec 31, 2025 | 4.80M |
Sep 30, 2025 | 4.72M |
Jun 30, 2025 | 4.58M |
Mar 31, 2025 | 4.35M |
Dec 31, 2024 | 4.17M |
Sep 30, 2024 | 4.01M |
Jun 30, 2024 | 3.90M |
Mar 31, 2024 | 3.72M |