DLocal（DLO）株式概要
DLocal Limited は、その子会社とともに、世界中で決済処理サービスを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、DLO 、リスクは検出されなかった。
DLO Community Fair Values
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Analyst Price Targets
Top Community Narratives
DLocal Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$13.75 |
| 52週高値 | US$16.78 |
| 52週安値 | US$8.97 |
| ベータ | 1.02 |
| 1ヶ月の変化 | 7.93% |
| 3ヶ月変化 | 4.32% |
| 1年変化 | 52.78% |
| 3年間の変化 | 0.81% |
| 5年間の変化 | n/a |
| IPOからの変化 | -57.55% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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.
新しいナラティブ • Jun 24
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
Expanding into new geographic markets.分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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 Alpha株主還元
| DLO | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | -0.9% | -0.6% | 2.1% |
| 1Y | 52.8% | -10.6% | 30.6% |
業界別リターン: DLO過去 1 年間で-10.6 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: DLO過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| DLO volatility | |
|---|---|
| DLO Average Weekly Movement | 6.5% |
| Diversified Financial Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DLO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DLOの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2016 | 1,274 | Pedro Arnt | www.dlocal.com |
DLocal Limited はその子会社とともに、世界中で決済処理サービスを提供している。同社は、グローバルな加盟店がオンラインプレゼンスを拡大し、国際およびローカルカード、オンライン銀行振込、口座引き落とし、現金、および何百もの代替支払手段（APM）を含む支払いを受け取れるよう、堅牢なペイイン・ソリューションを提供している。また、クロスボーダー取引やローカル間取引のためのペイイン・ソリューションやペイアウト・ソリューションも提供している。さらに、グローバルなプラットフォーム決済を管理するdLocal for Platformsも提供している。同社はコマース、ストリーミング、ライドヘイリング、金融サービス、送金、広告、SaaS、旅行、eラーニング、オンデマンド配信、ゲーム、暗号業界向けに製品を提供している。同社は2016年に設立され、ウルグアイのモンテビデオに本社を置いている。
DLocal Limited 基礎のまとめ
| DLO 基礎統計学 | |
|---|---|
| 時価総額 | US$4.14b |
| 収益（TTM） | US$196.80m |
| 売上高(TTM) | US$1.09b |
20.6x
PER（株価収益率3.7x
P/SレシオDLO は割高か？
公正価値と評価分析を参照収益と収入
| DLO 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.09b |
| 売上原価 | US$690.83m |
| 売上総利益 | US$402.76m |
| その他の費用 | US$205.96m |
| 収益 | US$196.80m |
直近の収益報告
Dec 31, 2025
次回決算日
May 14, 2026
| 一株当たり利益（EPS） | 0.67 |
| グロス・マージン | 36.83% |
| 純利益率 | 18.00% |
| 有利子負債／自己資本比率 | 15.3% |
DLO の長期的なパフォーマンスは？
過去の実績と比較を見る| DLocal 配当日 | |
|---|---|
| 配当落ち日 | May 27 2026 |
| 配当支払日 | Jun 10 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 31 days |
DLO 配当は確実ですか？
DLO 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 10:31 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
DLocal Limited 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| John Coffey | Barclays |
| Jinli Chan | BofA Global Research |
| Eduardo Rosman | BTG Pactual |