Added to YB: 2025-05-20
Pitch date: 2025-05-16
DLO [neutral]
DLocal Limited
+27.38%
current return
Author Info
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Company Info
DLocal Limited, together with its subsidiaries, operates a payment processing platform worldwide. The company offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs).
Market Cap
$3.7B
Pitch Price
$11.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
dLocal: Q1 2025 Earnings Review
DLO (earnings update): 53% TPV growth in Q1 2025 with stable profitability during investment cycle. Announced $0.525 extraordinary dividend + new 30% FCF annual dividend policy starting 2026. Take rate concerns offset by frontier markets' higher margins. Bullish on emerging markets' digital demand + payment growth for decades. 25% FCF growth potential = 30% annual returns.
Read full article (4 min)