DLocal Limited

NasdaqGS:DLO 株式レポート

時価総額：US$3.6b

DLocal 過去の業績

過去 基準チェック /56

DLocalは、平均年間20%の収益成長を遂げていますが、 Diversified Financial業界の収益は、年間 成長しています。収益は、平均年間13.5% 33.6%収益成長率で 成長しています。 DLocalの自己資本利益率は34.7%であり、純利益率は15.8%です。

主要情報

20.04%

収益成長率

19.85%

EPS成長率

Diversified Financial 業界の成長6.15%
収益成長率33.56%
株主資本利益率34.73%
ネット・マージン15.84%
次回の業績アップデート13 Aug 2026

最近の業績更新

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • May 15

DLocal's Q1: Post-Earnings Weakness Looks Mispriced To Me

Summary DLocal Limited (DLO) remains a compelling fintech play, with robust execution and improving unit economics despite recent post-earnings volatility. DLO's Q1 2026 saw 73% YoY TPV growth and 55% revenue growth, but net take rate declined as large enterprise clients pressured fees. Management is proactively controlling OPEX via a hiring freeze and expanding into higher-margin Tier 2/3 payment networks to stabilize margins. I reiterate a Buy rating, seeing 36-37% undervaluation based on strong TAM expansion, margin normalization, and potential multiple expansion. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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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...
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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...

収支内訳

DLocal の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:DLO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,21319216936
31 Dec 251,09419714731
30 Sep 2596017113530
30 Jun 2586314612828
31 Mar 2577814912627
31 Dec 2474612012326
30 Sep 2472911911523
30 Jun 2470813310420
31 Mar 246971319316
31 Dec 236501498513
30 Sep 235811408510
30 Jun 23529132808
31 Mar 23469118727
31 Dec 22419109676
30 Sep 22377113536
30 Jun 22334100505
31 Mar 2229187524
31 Dec 2124478463
30 Sep 2120366403
30 Jun 2116555332
31 Mar 2112645212
31 Dec 2010428242
31 Dec 195516171

質の高い収益: DLOは 高品質の収益 を持っています。

利益率の向上: DLOの現在の純利益率 (15.8%)は、昨年(19.2%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: DLOの収益は過去 5 年間で年間20%増加しました。

成長の加速: DLOの過去 1 年間の収益成長率 ( 28.7% ) は、5 年間の平均 ( 年間20%を上回っています。

収益対業界: DLOの過去 1 年間の収益成長率 ( 28.7% ) はDiversified Financial業界8.6%を上回りました。

株主資本利益率

高いROE: DLOの 自己資本利益率 ( 34.7% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/06/25 04:48
終値2026/06/25 00:00
収益2026/03/31
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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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