Added to YB: 2025-10-03
Pitch date: 2025-10-01
DLO [bullish]
DLocal Limited
-0.35%
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
$14.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
M. V. Cunha | Portfolio Update – 09/30/2025 – Q3 Review: Added - DLocal Limited
DLO added position: Strong Q2 results + steady partnership announcements drove conviction. Added shares in low $14s as one of best risk/reward opportunities. Increased non-US equity exposure. Valuation model shows upside to 2030. Trusted long-term hold despite not highest short-term gainer.
Read full article (1 min)