Professional
Added to YB: 2026-08-13
Pitch date: 2026-08-10
DLO [bullish]
DLocal Limited
-0.9%
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
$4.1B
Pitch Price
$14.41
Price Target
N/A
Dividend
1.37%
EV/EBITDA
14.31
P/E
22.04
EV/Sales
2.75
Sector
Financial Services
Category
growth
Phenom Capital Portfolio updates and Housekeeping: Added - DLocal Limited
DLO (added to position): Cross-border payments for emerging markets, avg cost $11.82. ~20% growth at ~14x fwd earnings, mgmt guides significant H2 operating leverage as investment cycle moderates. CEO ex-MercadoLibre CFO (12yrs) thoughtfully addresses EM/stablecoin bear cases. Quality name thrown out in payment sector selloff.
Read full article (1 min)