
Inter: Scaling In A Competitive Market
Inter & Co is executing rapid digital banking growth, targeting 60m clients, 30% efficiency, and 30% ROE by 2027. Consensus forecasts 20% client growth, 30%+ EPS growth, and rising ROE to 19% by 2026-2027, though 60/30/30 targets may be ambitious. I see 33% upside potential with a YE26 price target of $11, driven by higher ROE and declining risk-free rates supporting multiple expansion.


















