Added to YB: 2026-02-26
Pitch date: 2026-02-24
DLO [bullish]
DLocal Limited
+0.88%
current return
Author Info
No bio for this author
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
$12.47
Price Target
20.50 (+63%)
Dividend
N/A
EV/EBITDA
14.71
P/E
22.16
EV/Sales
3.12
Sector
Financial Services
Category
growth
3 Minute Pitch - Why DLocal Should Be On Your Radar
DLO: Cross-border payments processor in emerging markets w/ 38% gross margins. 59.5% TPV growth, 149% NRR, 92% net income growth, 52% revenue growth YOY. Regulatory moat across AfroEurasia & South America. Risk: customer concentration (top 10=50-60% rev), falling take rates. Trades 50% discount to Adyen despite superior growth. PT $20.50 (69% upside)
Read full article (3 min)