Added to YB: 2025-09-15
Pitch date: 2025-09-11
DLO [bullish]
DLocal Limited
-5.97%
current return
Author Info
No bio for this author
Company Info
DLocal Limited, together with its subsidiaries, provides payment processing services worldwide. The company offers a robust pay-in solution to help global merchants expand their online presence and receive payments, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs).
Market Cap
$3.6B
Pitch Price
$13.56
Price Target
17.70 (+39%)
Dividend
1.60%
EV/EBITDA
12.54
P/E
18.68
EV/Sales
2.59
Sector
Financial Services
Category
growth
DLocal Limited (DLO) - De-dollarization - Decoupling - Distributed Scale
DLO: New CEO Pedro Arnt (ex-MercadoLibre CFO) faces take rate compression from 3.7% to 2.9% but FCF surging on 53% TPV growth to $9.2B, 64% EBITDA growth. Western Union partnership, Fireblocks integration. Benefits from de-dollarization trends. Valuation compressed, potential 30%+ re-rating but going to zero risk remains.
Read full article (4 min)