Added to YB: 2025-09-17
Pitch date: 2025-09-15
DLO [bullish]
DLocal Limited
-12.13%
current return
Author Info
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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
$14.51
Price Target
N/A
Dividend
1.60%
EV/EBITDA
12.54
P/E
18.68
EV/Sales
2.59
Sector
Financial Services
Category
growth
High-quality stocks that are still undervalued: DLocal Limited
DLO: Leading EM payments gateway serving 600+ local methods, 52% 5yr rev CAGR, 40% ROCE. Stock hammered on falling take rates but mgmt pivoted to volume growth strategy delivering 40-50% volume growth. EM e-commerce still nascent, economies growing 2x developed markets. Asymmetric upside at 19x fwd P/E.
Read full article (1 min)