Added to YB: 2025-06-24
Pitch date: 2025-06-22
DLO [bullish]
DLocal Limited
+38.12%
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
$10.23
Price Target
10.50 (-26%)
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
DLocal: High Quality Growth At 30% Discount To Fair Value!
DLO: Global payments processor bridging merchants to local payment methods in emerging markets. Network effects & merchant lock-in via MoR create strong moat. 60% annual TPV growth since 2021, 42% revenue CAGR. Margins stabilizing after repricing events. 30% undervalued at 3.0x P/S despite 15% projected annual growth & secular tailwinds in EM.
Read full article (14 min)