Update shared on19 Sep 2025
Fair value Increased 5.32%DLocal’s consensus price target has been raised, reflecting analysts’ increased confidence driven by stronger-than-expected EBIT, robust transaction volumes, greater cost control, and enhanced financial transparency, with the fair value estimate rising from $14.40 to $15.17.
Analyst Commentary
- Bullish analysts cite stronger-than-expected EBIT and robust transaction volumes, reflecting consistently solid operational execution.
- Several updates highlight improved cost control, even amid continued investments in talent and technology, enhancing profitability outlook.
- Enhanced disclosures and transparency have contributed to rising market confidence and a more favorable perception of financial reporting.
- Bullish analysts are encouraged by recent results and improved guidance, prompting price target increases and selective rating upgrades.
- Some bearish analysts remain cautious, seeing the long-term growth prospects as already priced in and maintaining neutral stances due to balanced risk-reward.
What's in the News
- dLocal and Western Union formed a strategic alliance to integrate alternative digital payment methods into Western Union’s online platforms across Latin America, expanding payment options for remittance customers and supporting regional digital transformation.
- DLocal completed a $191.25 million follow-on equity offering, issuing 15 million Class A common shares at $12.75 per share.
- Lock-up agreements for certain Class A and Class B common shares will restrict sales for 91 days following the equity offering.
- Guillermo López Pérez was appointed Chief Financial Officer, bringing extensive finance and payments industry experience.
- Updated 2025 earnings guidance forecasts 30%-40% year-on-year revenue growth, reflecting strong first-half performance but noting macroeconomic and currency risks.
Valuation Changes
Summary of Valuation Changes for DLocal
- The Consensus Analyst Price Target has risen from $14.40 to $15.17.
- The Future P/E for DLocal has risen from 17.42x to 18.32x.
- The Consensus Revenue Growth forecasts for DLocal remained effectively unchanged, moving only marginally from 25.7% per annum to 26.0% per annum.
Disclaimer
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