Added to YB: 2026-03-24
Pitch date: 2026-03-19
DLO [neutral]
DLocal Limited
+1.48%
current return
Author Info
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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
$12.54
Price Target
N/A
Dividend
1.60%
EV/EBITDA
12.54
P/E
18.68
EV/Sales
2.59
Sector
Financial Services
Category
growth
DLO - Q4 Earnings - Quick thoughts
DLO (earnings): Q4 rev $337.9M vs $296.1M est, adj EBITDA $78.4M vs $76.9M est. TPV $41B (+60% YoY), 5 consecutive qtrs >50% growth. FY rev $1.1B, gross profit $403M (+37% YoY), net income $197M (+63% YoY). NRR 162% vs 136% prior qtr. 2026 guide: TPV +50-60%, gross profit 22.5-27.5%, op profit 27.5-32.5%. Normal take rate 2.68% (slight decline), net take rate 0.99% (flat). $300M buyback announced. Risks: gross profit margin compression (now <30% vs prior 30%+), EBITDA margin declining to 21.1%.
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