Added to YB: 2025-03-04
Pitch date: 2025-03-02
DLO [bullish]
DLocal Limited
+54.1%
current return
Author Info
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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
$3.7B
Pitch Price
$9.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.93
P/E
22.79
EV/Sales
3.25
Sector
Financial Services
Category
growth
dLocal: Q4 2024 Earnings Review
DLO (Q4 earnings overview): 45% TPV growth to $26B in FY24. FY25 guidance: 35-45% TPV growth, 20-25% gross profit growth, 20-30% Adj EBITDA growth. Take rate decline 13-15 BPS due to Tier 0 merchants. Long-term focus on TPV growth, scale to improve cost structure. Bull case: $100B TPV by 2030, $500M Adj EBITDA, 25% CAGR potential.
Read full article (6 min)