Professional
Added to YB: 2025-12-19
Pitch date: 2025-12-17
DLO [bullish]
DLocal Limited
-0.42%
current return
Author Info
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
$4.2B
Pitch Price
$14.14
Price Target
35.80 (+154%)
Dividend
N/A
EV/EBITDA
17.17
P/E
25.19
EV/Sales
3.65
Sector
Financial Services
Category
growth
Graham & Doddsville Portfolio Holding: DLocal Limited
DLO: EM payments infrastructure at inflection point - TPV growth re-accelerating, take-rate stabilizing at 1.05%. New CEO Pedro Arnt improving execution. 17x P/E vs 20x target, 50% 12M return potential. Bull case 30x on $1.2 EPS (+169%). Risks: competition, client concentration (56% from top customers), network dependence.
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