Added to YB: 2025-06-23
Pitch date: 2025-06-19
DLO [bullish]
DLocal Limited
+41.02%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
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
$10.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
turnaround
Opening new positions - DLocal Limited
DLO: Competition intensifying in LATAM (especially Brazil/Mexico) as major payment processors enter market. Poor corporate governance with questionable dividend policy. Customer concentration risk (two clients >10% of revenue). Current valuation offers downside protection. PayPal partnership positive. Strong CEO (Pedro Arnt).
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