Added to YB: 2026-08-05
Pitch date: 2026-08-02
DLO [bullish]
DLocal Limited
+0.23%
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
$4.5B
Pitch Price
$15.27
Price Target
23.00 (+50%)
Dividend
1.27%
EV/EBITDA
15.82
P/E
23.91
EV/Sales
3.04
Sector
Financial Services
Category
growth
dLocal: Multibagger Potential with Decade-Long Runway
DLO (holding update): B2B one-API payments for tech giants (Netflix, Uber, Amazon) across 40+ EM. TPV $40B, growing 70%+; rev +50%, gross profit +40%, op profit faster via operating leverage as take rate falls (~1%→0.69%). Founders/mgmt own 33%, ex-MELI CFO Arnt now CEO. Base case FV $23 (14x, ~17% annual return); bought at $8-11, now $14-15. Risks: stablecoins, Pix/UPI, LatAm concentration (80%). 2% starter, wants bigger drop.
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