DLocal Limited

NasdaqGS:DLO 株式レポート

時価総額：US$4.0b

DLocal 将来の成長

Future 基準チェック /46

DLocal利益と収益がそれぞれ年間19.7%と19.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.2% 20.3%なると予測されています。

主要情報

19.7%

収益成長率

20.33%

EPS成長率

Diversified Financial 収益成長8.0%
収益成長率19.8%
将来の株主資本利益率32.22%
アナリストカバレッジ

Good

最終更新日30 Apr 2026

今後の成長に関する最新情報

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.
User avatar
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 Alpha
Seeking 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...
User avatar
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

業績と収益の成長予測

NasdaqGS:DLO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,295385N/AN/A6
12/31/20271,946318280N/A10
12/31/20261,531250224N/A10
12/31/20251,094197379415N/A
9/30/2025960171142174N/A
6/30/202586314691118N/A
3/31/2025778149-223N/A
12/31/2024746120-55-33N/A
9/30/2024729119149170N/A
6/30/2024708133118138N/A
3/31/2024697131229249N/A
12/31/2023650149275293N/A
9/30/2023581140173191N/A
6/30/2023529132253269N/A
3/31/2023469118149163N/A
12/31/2022419109142154N/A
9/30/2022377113224235N/A
6/30/2022334100167178N/A
3/31/202229187171181N/A
12/31/20212447860108N/A
9/30/20212036660107N/A
6/30/20211655563108N/A
3/31/2021126454992N/A
12/31/2020104288588N/A
12/31/201955162931N/A

アナリストによる今後の成長予測

収入対貯蓄率: DLOの予測収益成長率 (年間19.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: DLOの収益 ( 19.7% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: DLOの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: DLOの収益 ( 19.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: DLOの収益 ( 19.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DLOの 自己資本利益率 は、3年後には高くなると予測されています ( 32.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 08:25
終値2026/05/11 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 CoffeyBarclays
Jinli ChanBofA Global Research
Eduardo RosmanBTG Pactual