DLocal Performance degli utili passati
Criteri Il passato verificati 6/6
DLocal ha registrato una crescita degli utili a un tasso medio annuo di 22.1%, mentre il settore Diversified Financial ha registrato utili in crescita a un tasso medio annuo di 13.6%. I ricavi sono stati in crescita a un tasso medio annuo di 34.7%. Il ritorno sul capitale proprio di DLocal è 34.6% e ha margini netti di 18%.
Informazioni chiave
22.13%
Tasso di crescita degli utili
21.84%
Tasso di crescita dell'EPS
| Diversified Financial Crescita del settore | 6.15% |
| Tasso di crescita dei ricavi | 34.75% |
| Rendimento del capitale proprio | 34.58% |
| Margine netto | 18.00% |
| Prossimo aggiornamento sugli utili | 14 May 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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.Seeking Alpha • Mar 19
DLocal: Entering 2026 At Escape Velocity
Summary DLocal Limited delivered record 2025 results, surpassing $1B in revenue and $191M in adjusted free cash flow, with no debt and $720M in cash. DLO's TPV grew from $9.2B in Q2 to $13.1B in Q4, and management guides for 50–60% TPV growth in 2026, targeting over $60B. Operating leverage is driving expanding margins and capital returns, with a 30% payout ratio, special dividends, and a new $300M buyback program. I reaffirm a Strong Buy rating, seeing DLO as significantly undervalued at $12 versus a DCF-based fair value near $28 per share. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 analisi • 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 analisi • 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...Seeking Alpha • May 15
DLocal Q1 Earnings: A Reality Check (Rating Downgrade)
Summary DLocal's gross profits grew by 2% y/y in Q1 2024, indicating a significant slowdown in growth rates. Investors had expected DLO to be a rapidly growing business in the emerging market, but it is not meeting those expectations. Despite the initial appeal of the Company's valuation metrics, I've observed a significant gap between its earnings report and management's guidance. As a result, I've made the strategic decision to downgrade DLocal to a sell recommendation. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come DLocal guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Dec 25 | 1,094 | 197 | 147 | 31 |
| 30 Sep 25 | 960 | 171 | 135 | 30 |
| 30 Jun 25 | 863 | 146 | 128 | 28 |
| 31 Mar 25 | 778 | 149 | 126 | 27 |
| 31 Dec 24 | 746 | 120 | 123 | 26 |
| 30 Sep 24 | 729 | 119 | 115 | 23 |
| 30 Jun 24 | 708 | 133 | 104 | 20 |
| 31 Mar 24 | 697 | 131 | 93 | 16 |
| 31 Dec 23 | 650 | 149 | 85 | 13 |
| 30 Sep 23 | 581 | 140 | 85 | 10 |
| 30 Jun 23 | 529 | 132 | 80 | 8 |
| 31 Mar 23 | 469 | 118 | 72 | 7 |
| 31 Dec 22 | 419 | 109 | 67 | 6 |
| 30 Sep 22 | 377 | 113 | 53 | 6 |
| 30 Jun 22 | 334 | 100 | 50 | 5 |
| 31 Mar 22 | 291 | 87 | 52 | 4 |
| 31 Dec 21 | 244 | 78 | 46 | 3 |
| 30 Sep 21 | 203 | 66 | 40 | 3 |
| 30 Jun 21 | 165 | 55 | 33 | 2 |
| 31 Mar 21 | 126 | 45 | 21 | 2 |
| 31 Dec 20 | 104 | 28 | 24 | 2 |
| 31 Dec 19 | 55 | 16 | 17 | 1 |
Guadagni di qualità: DLO ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DLO (18%) DLO sono più alti rispetto allo scorso anno (16.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DLO sono cresciuti in modo significativo del 22.1% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di DLO nell'ultimo anno ( 63.4% ) supera la media quinquennale ( 22.1% all'anno).
Guadagni vs Settore: La crescita degli utili DLO nell'ultimo anno ( 63.4% ) ha superato la percentuale del settore Diversified Financial 5.9%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 34.6% ) di DLO è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 01:30 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2025/12/31 |
| 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| 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 guide su come utilizzare i nostri report e 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 |