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Payments: Net Client Adds
Shows the net increase in clients over a period, highlighting Stoneco's ability to attract and retain customers in a competitive market.Net client adds have become progressively more volatile and softened through 2025, with recent quarters hitting multi-quarter lows that align with management’s admission of higher churn and weaker gross additions; meanwhile StoneCo is extracting value from the installed base via banking and credit growth and boosting buybacks to lift EPS. That pivot masks a key risk: if retention and new-client momentum don’t recover from commercial/bundling initiatives, TPV and sustainable revenue growth could disappoint despite short-term EPS support from buybacks.
Date | Payments: Net Client Adds |
|---|---|
Dec 31, 2025 | 87.32K |
Sep 30, 2025 | 140.08K |
Jun 30, 2025 | 222.68K |
Mar 31, 2025 | 180.73K |
Dec 31, 2024 | 160.65K |
Sep 30, 2024 | 107.94K |
Jun 30, 2024 | 183.55K |
Mar 31, 2024 | 198.46K |
Dec 31, 2023 | 191.21K |
Sep 30, 2023 | 316.23K |