Added to YB: 2025-05-23
Pitch date: 2025-05-21
DLO [bullish]
DLocal Limited
+29.27%
current return
Author Info
No bio for this author
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
$10.93
Price Target
36.33 (+157%)
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
DLocal Investment Case!
DLO: EM fintech growing 45% in TPV, now $28.4B from $1B in 5 years. 3-fold growth strategy: new products, new merchants, growing share of existing clients like Meta/Google. Q1'25 strong: $217M rev +17.5%, net income $47M +163%. Take rate declining (3.96%→2.92%) but margins improving. Market opp: $3.7T by 2028. 24x PE, 213% upside by 2030.
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