Added to YB: 2025-09-24
Pitch date: 2025-09-22
DLO [bullish]
DLocal Limited
-16.94%
current return
Author Info
No bio for this author
Company Info
DLocal Limited, together with its subsidiaries, provides payment processing services worldwide. The company offers a robust pay-in solution to help global merchants expand their online presence and receive payments, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs).
Market Cap
$3.6B
Pitch Price
$15.35
Price Target
20.50 (+61%)
Dividend
1.60%
EV/EBITDA
12.54
P/E
18.68
EV/Sales
2.59
Sector
Financial Services
Category
growth
dLocal ($DLO), In-Depth Analysis of a Future Global Payment Giant
DLO: Uruguay fintech enabling cross-border payments in emerging markets. Q2'25: +50% revenue, +64% adj EBITDA, +53% TPV. Strong moat via local payment network across 35+ countries. Risks: FX volatility (Argentine peso hit), customer concentration. Trading 31x P/E vs peers Adyen 44x. PT $20.5 (+36% upside).
Read full article (12 min)