Just saw StoneCo stock getting absolutely hammered today even though they crushed earnings last night. Down almost 19% right now which is wild considering they beat expectations. The company posted R$2.84 per share when analysts were only looking for R$2.65, but apparently that wasn't enough to stop the selloff. This is one of those stocks crashing today that doesn't make immediate sense on the surface.

Dug into their actual numbers and they're pretty solid. Sales grew 13% year-over-year in Q4 to R$3.7 billion, and for the full year they're up 17.5% to R$14.2 billion. Net profit margins sitting at 17.5% which is actually pretty healthy. They did get a boost from selling off their Linx software assets for over R$3 billion, but even excluding that, the core business is still growing at 17.5%. That's the kind of growth rate you don't see every day.

What's interesting is the valuation. At about $14 per share with adjusted earnings of $1.89, you're looking at a P/E around 7.3x. For a fintech company with that kind of growth trajectory, that seems cheap to me. Yeah, part of the profit came from the asset sale, but the underlying business momentum looks solid. Definitely one of those stocks crashing today that might be worth watching if you're looking for value plays. Sometimes the market overreacts to short-term noise.