StoneCo (STNE) Cost of Revenue (2017 - 2026)
StoneCo's (STNE) quarterly Cost of Revenue came in at $226.4 million in Q2 2026, up 50.74% year-over-year from $150.2 million in Q2 2025, and up 20.49% quarter-over-quarter from $187.9 million in Q1 2026.
Analysis
StoneCo (STNE) Cost of Revenue (2017 - 2026) Analysis & Trends
StoneCo (STNE) has reported Cost of Revenue for 10 consecutive years, with $226.4 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Cost of Revenue rose 50.74% year-over-year to $226.4 million in Q2 2026; TTM through Jun 2026 was $733.5 million, a 34.94% increase from a year earlier, with the FY2025 full-year figure at $624.2 million, up 14.06% from the prior year.
- Cost of Revenue was $226.4 million for Q2 2026 at StoneCo, up from $187.9 million in the prior quarter.
- Over five years, Cost of Revenue peaked at $377.8 million in Q4 2022 and troughed at $38.4 million in Q4 2023.
- A 5-year average of $157.9 million and a median of $138.9 million in 2023 frame the typical range for Cost of Revenue.
- Across the five-year window, Cost of Revenue surged 2033.71% in 2022 and slumped 89.84% in 2023, its largest moves.
- Over 5 years, Cost of Revenue stood at $377.8 million in 2022, then tumbled by 89.84% to $38.4 million in 2023, then soared by 233.0% to $127.9 million in 2024, then soared by 32.22% to $169.1 million in 2025, then surged by 33.92% to $226.4 million in 2026.
- The last three Cost of Revenue figures came in at $226.4 million (Q2 2026), $187.9 million (Q1 2026), and $169.1 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Synchrony Financial | 26.10 Bn | 9.91 Bn | - | - |
| 2 | Affirm Holdings | 23.96 Bn | 22.33 Bn | - | - |
| 3 | FirstCash Holdings | 9.99 Bn | 9.82 Bn | 533.67 Mn | 541.02 Mn |
| 4 | Credit Acceptance | 6.23 Bn | 5.74 Bn | 569.30 Mn | 18.10 Mn |
| 5 | Enova International | 5.65 Bn | 5.53 Bn | 568.07 Mn | 203.56 Mn |
| 6 | Slm | 4.99 Bn | 195.68 Mn | - | - |
| 7 | Bread Financial Holdings | 4.32 Bn | -15.77 Bn | 957.00 Mn | 36.00 Mn |
| 8 | StoneCo | 2.70 Bn | 1.08 Bn | 308.97 Mn | 226.42 Mn |
| 9 | Ezcorp | 2.05 Bn | 1.74 Bn | 246.19 Mn | 130.76 Mn |
| 10 | Navient | 1.71 Bn | 337.11 Mn | - | 57.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 226.42 Mn |
| Mar 31, 2026 | 187.91 Mn |
| Dec 31, 2025 | 169.07 Mn |
| Sep 30, 2025 | 150.10 Mn |
| Jun 30, 2025 | 150.21 Mn |
| Mar 31, 2025 | 134.10 Mn |
| Dec 31, 2024 | 127.87 Mn |
| Sep 30, 2024 | 131.41 Mn |
| Jun 30, 2024 | 134.13 Mn |
| Mar 31, 2024 | 163.79 Mn |
| Dec 31, 2023 | 38.40 Mn |
| Sep 30, 2023 | 158.50 Mn |
| Jun 30, 2023 | 138.38 Mn |
| Mar 31, 2023 | 138.90 Mn |
| Dec 31, 2022 | 377.80 Mn |
| Jun 30, 2022 | 127.80 Mn |
| Mar 31, 2022 | 129.04 Mn |
| Dec 31, 2021 | 238.14 Mn |
| Sep 30, 2021 | 100.76 Mn |
| Jun 30, 2021 | 5.99 Mn |