Added to YB: 2025-03-04
Pitch date: 2025-03-01
DLO [neutral]
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
turnaround
DLocal: Strong Growth, But Profitability Challenges Persist
DLO (overview): Q4 2024 miss, stock -25%. TPV +51% YoY but take rates down to 1.1%. Revenue +9% YoY, hit by FX. Opex +44% YoY on expansion. 2025 outlook: TPV +35-45%, revenue +25-35%, EBITDA +20-30%. Short-term issues: take rate compression, rising costs, currency volatility. Long-term growth potential intact.
Read full article (6 min)