Added to YB: 2026-05-20
Pitch date: 2026-05-17
DLO [neutral]
DLocal Limited
+10.34%
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
$3.2B
Pitch Price
$10.73
Price Target
47.48 (+301%)
Dividend
1.76%
EV/EBITDA
10.41
P/E
17.19
EV/Sales
2.01
Sector
Financial Services
Category
value
Dlocal Q1 2026: Missing the Forest for the Trees!
DLO (earnings): Q1 rev $336M (+55% YoY), TPV $14.1B (+73% YoY). Missed EPS $0.14 vs $0.17 est on tax adjustments & opex investments. Take-rate fell to 0.84% from 1.05% prior yr on mix shift to lower-fee verticals (pay-outs, local pmts), but volumes highly profitable. 152% rev retention, expanding w/ top merchants across geos. Trades 11x fwd P/E despite 40%+ growth. Model: $47.48 PT (325% upside by 2030) at 17x exit multiple, discounted FV $20.75 (46% undervalued today). FOMO selloff creates entry for quality fintech w/ EM digital tailwinds.
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