Added to YB: 2025-08-18
Pitch date: 2025-08-15
DLO [neutral]
DLocal Limited
-8.97%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
DLocal Limited, together with its subsidiaries, operates a payment processing platform worldwide. The company offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs).
Market Cap
$3.7B
Pitch Price
$15.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
DLocal (DLO): Q2 2025 Earnings Review
DLO (earnings update): Q2 beat w/ TPV $9.2B (+53% YoY), revenue $256.5M (+50% YoY), adj EBITDA $70.1M (+64% YoY), EPS $0.14. Take rate stable at 1.07%. Raised FY guidance: Rev ~$1.01B, adj EBITDA ~$274M. Expanding into UAE, Turkey, Philippines. New products: SmartPix, BNPL integrations, stablecoin partnerships. Diversifying from top 3 markets (now 47% of rev).
Read full article (8 min)