DLocal (DLO) Panoramica del titolo
DLocal Limited, insieme alle sue controllate, fornisce servizi di elaborazione dei pagamenti in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per DLO dai nostri controlli di rischio.
DLO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di DLocal Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$14.37 |
| Massimo di 52 settimane | US$16.78 |
| Minimo di 52 settimane | US$10.52 |
| Beta | 0.87 |
| Variazione di 1 mese | -5.40% |
| Variazione a 3 mesi | 13.24% |
| Variazione di 1 anno | 34.93% |
| Variazione a 3 anni | 5.12% |
| Variazione a 5 anni | -69.96% |
| Variazione dall'IPO | -55.63% |
Notizie e aggiornamenti recenti
Seeking Alpha • Aug 07
DLocal: Early Innings Of Its Growth Story
Summary DLocal Limited is rated a Strong Buy with a 2030 price target of $45/share, nearly 195% upside from current levels. DLocal’s moat is built on regulatory barriers and local payment method expertise across 60+ emerging markets, supporting resilient 50%+ TPV growth. Despite take-rate compression to 0.84%, DLocal’s net revenue retention of 152% and robust merchant growth drive sustained revenue expansion. Trading at 19x P/E and a PEG of 0.71, DLocal is discounted versus peers despite a superior growth and margin profile. Read the full article on Seeking Alpha
Nuova narrativa • Aug 05
5/8/26 — DLocal: trading 70% below a 9.8%-discounted fair value, with the cash flow to defend it
DLocal trades below the value implied by discounting its own free cash flow. On a two-stage model running 10 years of +25.0% growth fading to a 2.5% terminal rate, discounted at 9.8%, the shares are worth USD 50.96 against a market price of USD 15.24 — a 70% discount, or +234% to fair value.
Aggiornamento narrativa • Jul 24
DLO: Future Upside Will Follow Index Additions And Emerging Market Digitalization
Analysts have raised their fair value estimate for DLocal to $18.05 from $17.35, citing updated price targets that reflect confidence in the company's growth path, operating leverage, and exposure to expanding digital payments and e-commerce trends in emerging markets. Analyst Commentary Recent research on DLocal highlights a mix of optimism about the company’s growth prospects and execution, alongside some caution around expenses and longer term profitability.Recent updates
Seeking Alpha • Aug 07
DLocal: Early Innings Of Its Growth Story
Summary DLocal Limited is rated a Strong Buy with a 2030 price target of $45/share, nearly 195% upside from current levels. DLocal’s moat is built on regulatory barriers and local payment method expertise across 60+ emerging markets, supporting resilient 50%+ TPV growth. Despite take-rate compression to 0.84%, DLocal’s net revenue retention of 152% and robust merchant growth drive sustained revenue expansion. Trading at 19x P/E and a PEG of 0.71, DLocal is discounted versus peers despite a superior growth and margin profile. Read the full article on Seeking AlphaNuova narrativa • Aug 05
5/8/26 — DLocal: trading 70% below a 9.8%-discounted fair value, with the cash flow to defend it
DLocal trades below the value implied by discounting its own free cash flow. On a two-stage model running 10 years of +25.0% growth fading to a 2.5% terminal rate, discounted at 9.8%, the shares are worth USD 50.96 against a market price of USD 15.24 — a 70% discount, or +234% to fair value.Aggiornamento narrativa • Jul 24
DLO: Future Upside Will Follow Index Additions And Emerging Market Digitalization
Analysts have raised their fair value estimate for DLocal to $18.05 from $17.35, citing updated price targets that reflect confidence in the company's growth path, operating leverage, and exposure to expanding digital payments and e-commerce trends in emerging markets. Analyst Commentary Recent research on DLocal highlights a mix of optimism about the company’s growth prospects and execution, alongside some caution around expenses and longer term profitability.Aggiornamento narrativa • Jun 15
DLO: Future Upside Will Follow Buybacks And Scaling Cross Border Volumes
Analysts have reduced their DLocal price target by $0.30 to $17.35. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent research that balances optimism on volumes with caution around operating expenses.
Aggiornamento narrativa • Jun 01
DLO: Future Returns Will Hinge On Emerging Market Fragmentation And Cost Discipline
Analysts have nudged their average price target on DLocal down by $1 to $15, citing updated models that reflect more moderate revenue growth assumptions, slightly higher profit margin forecasts, and a lower future P/E multiple following recent sector research. Analyst Commentary Recent research has centered on how DLocal balances growth ambitions with profitability and cost discipline.Aggiornamento narrativa • May 16
DLO: Future Upside Will Follow Share Buybacks And Expanding Cross Border Flows
Analysts have lowered their average price target on DLocal by $1, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and updated views from recent research that fine-tune expectations ahead of upcoming earnings. Analyst Commentary Bullish Takeaways Bullish analysts who recently raised their price targets are signaling confidence that DLocal can execute on its growth plans, even as models are adjusted ahead of earnings.Aggiornamento narrativa • May 02
DLO: Future Upside Will Follow Clearing Legal Overhang And Expanding Cross Border Flows
Analysts have trimmed their DLocal price targets by around $0.20, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple. Analyst Commentary Recent Street research on DLocal shows a mix of optimism and caution, with several firms adjusting price targets around upcoming earnings and revised assumptions.Aggiornamento narrativa • Apr 17
DLO: Future Returns Will Depend On Cross Border Execution And Earnings Delivery
Analysts have kept their $14.50 fair value estimate for DLocal broadly in line with recent price target tweaks around $15, reflecting model updates ahead of upcoming earnings rather than a major shift in their view of the stock. Analyst Commentary Recent Street research around DLocal has centered on modest price target changes, with several bearish analysts tweaking models ahead of quarterly earnings rather than signaling a clear shift in long term conviction.
Aggiornamento narrativa • Apr 03
DLO: Earnings Reset And Stablecoin Partnership Will Support Bullish Repricing
Narrative Update on DLocal The analyst price target for DLocal has been adjusted around $1 in recent updates, as analysts refined their models ahead of upcoming earnings and incorporated new research views. Analyst Commentary Recent research on DLocal has centered on fine tuning price targets ahead of earnings, with analysts adjusting models and signaling where they see risk and opportunity concentrated.Aggiornamento narrativa • Mar 20
DLO: Future Upside Will Hinge On Cross Border Payments Execution
Analysts trimmed their price expectations for DLocal, with the updated fair value estimate moving from $15.00 to $14.50 as they factor in more measured assumptions for revenue growth, profit margins and future P/E multiples ahead of upcoming earnings. Analyst Commentary Recent Street research around DLocal reflects a more cautious tone, with several bearish analysts trimming price targets ahead of earnings.Aggiornamento narrativa • Mar 05
DLO: Fair Value Will Depend On Executing Cross Border Payments Partnership Successfully
Analysts have kept their average price target for DLocal steady at $15.00, with small shifts in underlying assumptions, such as a slightly lower discount rate and P/E, and mixed target moves from firms that both raised and trimmed their targets by around $0.50 to $1.00. Analyst Commentary Recent Street research around DLocal reflects a cautious tone, even as the average price target has stayed clustered around US$15.00.Aggiornamento narrativa • Feb 19
DLO: Steady Fair Value And P/E Repricing Will Support Bullish Rerating
Analysts now hold DLocal's average price target at $21.00, reflecting a blend of a recent $0.50 trim from one firm and a $1.00 bump from another, supported by updated views on its outlook for growth, margins, and target P/E multiple. Analyst Commentary Recent Street research around DLocal has centered on fine tuning price targets rather than wholesale changes in thesis, which can matter just as much if you are tracking sentiment.Aggiornamento narrativa • Feb 05
DLO: Steady Fair Value And Mixed Price Moves Will Support Constructive Repricing
Analysts have kept their DLocal fair value estimate steady at US$21.00, making only modest tweaks to assumptions such as the discount rate, growth, margins and future P/E, following a mix of recent price target changes that included a US$0.50 cut at one firm and a US$1.00 increase at another. Analyst Commentary Recent Street research around DLocal has been mixed on pricing details, but the reset in price targets has not shifted the central fair value estimate of US$21.00.Aggiornamento narrativa • Jan 22
DLO: Fair Value Will Rely On Delivering Revenue Assumptions Without Execution Missteps
Analysts have lifted their fair value estimate for DLocal from US$10.00 to US$15.00, citing updated assumptions on revenue growth, discount rate, profit margin and future P/E that they see reflected in recent Street research. Analyst Commentary While the higher fair value estimate reflects updated assumptions, some research commentary highlights areas where expectations may still be too optimistic, especially around execution and the sustainability of key inputs such as margin and P/E assumptions.Aggiornamento narrativa • Jan 07
DLO: UBS Price Lift And Improved Assumptions Will Support Constructive Repricing
Analysts have increased their fair value estimate for DLocal from US$18.50 to US$21.00, citing updated assumptions around growth, profitability and P/E expectations, as well as a higher Street price target following the recent UBS move to US$15. Analyst Commentary Recent Street research has added a more constructive tone around DLocal, with bullish analysts pointing to updated expectations on valuation and execution.Aggiornamento narrativa • Dec 24
DLO: Future Upside Will Follow Expanding Cross Border Payment Flows
Analysts have nudged their fair value estimate for DLocal modestly higher, from about $17.39 to $17.85. This reflects increased confidence in the company’s revenue growth trajectory and aligns with a recent price target hike to $15 from $10, even as margin and valuation expectations are slightly tempered.Aggiornamento narrativa • Dec 10
DLO: Future Upside Will Follow Stronger Revenue Outlook Despite Near Term Margin Pressure
Analysts have modestly raised their price target on DLocal, reflecting a move from approximately $17.28 to $17.39 as they factor in slightly stronger revenue growth expectations, despite a marginally lower profit margin outlook and a neutral stance in recent Street research. Analyst Commentary Bullish analysts see the higher price target as a sign that DLocal is executing better than previously expected, particularly around revenue growth and its ability to capture incremental volume in key markets.Aggiornamento narrativa • Nov 26
DLO: Future Gains Will Follow Improved Margins And New Payment Alliances
Analysts have slightly increased their price targets for DLocal. The valuation estimate has risen from approximately $16.94 to $17.28 per share, reflecting minor adjustments to growth and profitability forecasts.Aggiornamento narrativa • Nov 12
DLO: Shares Will Benefit From Improving Cost Efficiency And New Partnerships
Analysts have increased their average price target on DLocal, raising fair value estimates from $16.61 to $16.94 per share. They cite stronger revenue growth forecasts and improving cost efficiency as key reasons for the adjustment.Aggiornamento narrativa • Oct 28
Confidence Will Strengthen As Digital Payment Momentum Grows In Emerging Markets
DLocal's analyst price target has increased from $15.94 to $16.61. Analysts cite improved growth expectations, stronger margins, and more consistent performance as factors driving greater confidence in the company's outlook.Aggiornamento narrativa • Oct 14
Emerging Market Digitization Will Unlock New Global Payment Opportunities
Analysts have raised their average price target on DLocal from $15.17 to $15.94, citing improving growth prospects, profit margins, and continued confidence in the company's operational execution. Analyst Commentary Recent updates from major research firms reflect a dynamic outlook on DLocal, with analysts revising their valuations and highlighting different factors influencing the company's trajectory.Aggiornamento narrativa • Sep 19
Emerging Market Digitization Will Unlock New Global Payment Opportunities
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.Aggiornamento narrativa • Aug 16
Emerging Market Digitization Will Unlock New Global Payment Opportunities
DLocal's consensus price target has increased to $13.90, driven by strong quarterly EBIT outperformance, robust payment volumes, improved cost controls, and greater disclosure, though some analysts caution that much of the company's growth potential is already reflected in the current valuation. Analyst Commentary Recent quarterly results showed a significant EBIT beat and continued strong payment volumes, exceeding analyst expectations.Articolo di analisi • Aug 01
DLocal Limited (NASDAQ:DLO) Doing What It Can To Lift Shares
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Articolo di analisi • Jun 27
Weekly Picks: 🪙 USA's Silver and Gold Potential, DLO's Trusted Brand, and MYCR's Tailwinds
How Americas Gold and Silver could deliver 6-10x upside over 5 years, why DLocal’s trusted brand in emerging markets is under appreciated, and why Mycronic will benefit from an electronics-complexity super-cycle.
Nuova narrativa • Jun 24
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
Expanding into new geographic markets.Articolo di analisi • May 16
Here's Why We Think DLocal (NASDAQ:DLO) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Mar 06
DLocal: Take Rate Disappointment Isn't A Disaster
Summary DLocal's Q4 report caused the stock to crash -31%. Payment volume continued to grow rapidly and even accelerated in Q4, but a continued take rate decline seems to have disappointed the market. DLocal still guides for rapid earnings growth in 2025 as TPV continues to scale, making the market crash a clear overreaction in my opinion. DLO remains incredibly cheap. I estimate 57% upside to a fair value of $15.4. Read the full article on Seeking AlphaArticolo di analisi • Mar 03
DLocal Limited (NASDAQ:DLO) Shares Slammed 28% But Getting In Cheap Might Be Difficult Regardless
DLocal Limited ( NASDAQ:DLO ) shares have had a horrible month, losing 28% after a relatively good period beforehand...Seeking Alpha • Dec 31
The Worst Seems To Be Behind For DLocal
Summary DLocal is recovering from the previous setback with the take rate stabilizing during 2024, looking to return revenue back closer to rapid TPV growth. Reportedly, DLocal is exploring a potential sale of the company as the market sentiment is lagging. While risks remain elevated, I estimate DLocal to be attractive due to its low valuation. I estimate 47% upside to a fair value of $16.9. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
DLO: Incredible On Several Metrics, Strategic Margin Compression And Emerging Market Economics A Worry
Summary DLocal excels in emerging markets, but is a small player compared to giants like Block and PayPal. Despite its size, DLocal has strong executive alignment, with 48.45% insider ownership and co-founder involvement on the board. Gross margins have significantly declined from 65% to 41%, raising concerns, but revenue growth remains robust at 26-27% annually. Valuation is attractive with a forward (R&D+EBIT)/EV of 13%, indicating a strong earnings yield and investment potential. Read the full article on Seeking AlphaArticolo di analisi • Oct 16
DLocal Limited (NASDAQ:DLO) Could Be Riskier Than It Looks
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Nuova narrativa • Sep 09
Decisive Expansion And Stock Buybacks Signal Robust Growth And Investor Confidence
DLocal's strategy to aggressively buy back stocks and expand into emerging markets like Africa showcases confidence and potential for significant revenue growth.Seeking Alpha • Jul 26
DLocal: Extremely Cheap, But Extremely Risky
Summary DLocal's Q1 report showed incredibly poorly performing margins, leading the stock to lose a significant amount of its value. The underlying payment volumes have continued growing well. The take rate is a major risk for DLocal in addition to issues in Argentina, which investors should note especially in the short term with DLocal expecting sequential improvements. The stock is now valued even cheaper, being significantly undervalued unless the risks persist at a higher level than I anticipate as a base scenario. Read the full article on Seeking AlphaArticolo di analisi • Jul 03
Investors Holding Back On DLocal Limited (NASDAQ:DLO)
It's not a stretch to say that DLocal Limited's ( NASDAQ:DLO ) price-to-earnings (or "P/E") ratio of 17.8x right now...Rendimenti per gli azionisti
| DLO | US Diversified Financial | US Mercato | |
|---|---|---|---|
| 7D | -6.1% | 0.2% | 2.7% |
| 1Y | 34.9% | 3.2% | 20.9% |
Ritorno vs Industria: DLO ha superato il US Diversified Financial che ha restituito 3.2 % nell'ultimo anno.
Rendimento vs Mercato: DLO ha superato il mercato US che ha restituito 20.9 % nell'ultimo anno.
Volatilità dei prezzi
| DLO volatility | |
|---|---|
| DLO Average Weekly Movement | 7.5% |
| Diversified Financial Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: DLO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di DLO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2016 | 1,274 | Pedro Arnt | www.dlocal.com |
DLocal Limited, insieme alle sue controllate, fornisce servizi di elaborazione dei pagamenti in tutto il mondo. L'azienda offre una solida soluzione di pay-in per aiutare i commercianti globali a espandere la loro presenza online e a ricevere pagamenti, tra cui carte internazionali e locali, bonifici bancari online, addebito diretto, contanti e centinaia di metodi di pagamento alternativi (APM). Fornisce anche soluzioni di pay-in per transazioni transfrontaliere e da locale a locale, nonché soluzioni di pay-out.
DLocal Limited Riepilogo dei fondamenti
| DLO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.23b |
| Utili (TTM) | US$192.15m |
| Ricavi(TTM) | US$1.21b |
21.9x
Rapporto P/E3.5x
Rapporto P/SDLO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DLO Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.21b |
| Costo del fatturato | US$776.13m |
| Profitto lordo | US$436.56m |
| Altre spese | US$244.42m |
| Utili | US$192.15m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 13, 2026
| Utile per azione (EPS) | 0.65 |
| Margine lordo | 36.00% |
| Margine di profitto netto | 15.84% |
| Rapporto debito/patrimonio netto | 19.3% |
Come si è comportato DLO nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.3%
Rendimento attuale del dividendo30%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/10 00:04 |
| Prezzo dell'azione a fine giornata | 2026/08/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
DLocal Limited è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Coffey | Barclays |
| Jinli Chan | BofA Global Research |
| Eduardo Rosman | BTG Pactual |