Added to YB: 2026-08-18
Pitch date: 2026-08-14
DLO [neutral]
DLocal Limited
-2.25%
current return
Author Info
TacticzHazel is a Long-Term Investor with a Value Mindset - Self-taught Investor with a Focus on Quality Fundamental Analyses in every Corner of the Market. Sign up for the newsletter.
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
$4.2B
Pitch Price
$14.23
Price Target
N/A
Dividend
1.37%
EV/EBITDA
13.65
P/E
20.84
EV/Sales
2.47
Sector
Financial Services
Category
growth
DLO - Q2-26 Earnings - Quick thoughts
DLO (earnings): Q2-26 down 3.5% AH on take rate decline & EPS miss. TPV $17.7B (+80% YoY CC, 7th straight 50%+ qtr). Rev $400M, GP $127M, op profit $64M, NI $55M. Guidance raised: TPV to 60-70%, GP 25-30%. NRR 153%. Take rate fell to 2.26% (2.39% QoQ) on LtL shift (61% TPV). Margin pressure H1, leverage expected H2. Author bullish on growth over take rate.
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