Added to YB: 2026-06-03
Pitch date: 2026-05-31
DLO [bullish]
DLocal Limited
-0.68%
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
$3.5B
Pitch Price
$11.81
Price Target
26.40 (+123%)
Dividend
1.61%
EV/EBITDA
11.68
P/E
18.78
EV/Sales
2.25
Sector
Financial Services
Category
growth
Quick DLocal Limited ($DLO) Pitch
DLO: EM payments platform monetizing fragmented markets via rapid multi-market integration. TPV growing fast; declining take rate structural as clients scale. Exiting heavy investment cycle H2-2026, operating leverage to kick in; conservative H2 consensus = beat. 12.5x NTM EPS, 20%+ growth, generous capital return. ~high-30s% IRR over 3yrs before inevitable multiple re-rate.
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