Added to YB: 2025-07-02
Pitch date: 2025-07-01
DLO [bullish]
DLocal Limited
+26.84%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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
$11.14
Price Target
57.00 (+303%)
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
Portfolio Update – 06/30/2025 – H1 Review - DLocal Limited
DLO (new position): One of best market opps with attractive risk profile. Potential tariff tailwinds give non-US diversification. CEO Pedro Arnt strong leader. Potential 400%+ returns over 5 years. AZA Finance acquisition strengthens Africa/Asia position and stablecoin capabilities.
Read full article (1 min)