Added to YB: 2026-06-30
Pitch date: 2026-06-26
DLO [neutral]
DLocal Limited
+2.43%
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
$3.7B
Pitch Price
$12.56
Price Target
N/A
Dividend
1.53%
EV/EBITDA
12.52
P/E
19.82
EV/Sales
2.41
Sector
Financial Services
Category
value
5 Great Businesses with Broken Stock Prices - DLocal Limited
DLO (holding update): EM cross-border payments processor held ~1yr, now ~$12 vs typical $13-15 post strong Q2 2025. Bear case is declining take rate as larger merchants signed, but TPV growth outpaces take-rate compression, driving revenue compounding. Strong balance sheet, profitable, 13x fwd earnings.
Read full article (1 min)