Added to YB: 2025-03-26
Pitch date: 2025-03-24
DLO [bullish]
DLocal Limited
+51.81%
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
$9.31
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: Diving deep on long-term economics
DLO: Massive TAM in cross-border payments. Short-term profitability hit by investments & take rate decline. Long-term thesis intact: self-reinforcing growth, high ROC. Improves with scale via FX netting, acquirer aggregation. 12-25% TPV CAGR, take rate floor ~0.65%. $4-20B EV potential by 2030. Structural op leverage. Patient LT view.
Read full article (9 min)