Added to YB: 2026-09-15
Pitch date: 2026-09-11
DLO [bullish]
DLocal Limited
-0.37%
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
$4.4B
Pitch Price
$14.89
Price Target
28.20 (+90%)
Dividend
1.30%
EV/EBITDA
14.48
P/E
21.85
EV/Sales
2.62
Sector
Financial Services
Category
growth
Part I: dLocal +90% Upside Potential!
DLO: dLocal’s emerging-market payment network offers exposure to rapid volume growth and new stablecoin, AI-commerce and digital-exchange use cases, underpinning a stated upside case from a $4.48B market cap toward $20B. Q2 TPV rose 92% to $17.7B, revenue increased 56% to $400M and NRR reached 153%. The key risk is monetization: wholesale and local-transaction mix pressured gross margin, while lower client pricing, regional margin pressure and prior investment constrained profit growth.
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