Added to YB: 2026-05-18
Pitch date: 2026-05-15
DLO [bullish]
DLocal Limited
+10.34%
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
$3.2B
Pitch Price
$10.73
Price Target
N/A
Dividend
1.76%
EV/EBITDA
10.41
P/E
17.19
EV/Sales
2.01
Sector
Financial Services
Category
growth
$DLO Q1 2026
DLO (added to position): Q1 TPV est $12B (+41% YoY vs Street's $9.5-10B) on merchant rollout momentum from Q4's $13.1B. Rev to beat but take rate 2.40-2.44% vs 2.46% consensus due to volume discounts (not pricing pressure). Op margin 17-18% vs Street 19-20% from H2 2025 hiring costs hitting comps, per mgmt guidance. Gross profit dollars key metric. OpEx overhang clears H2 2026 when leverage inflects. Adding to 25% max weight.
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