View ValuationDLocal 향후 성장Future 기준 점검 5/6DLocal (는) 각각 연간 21.2% 및 19.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 37.8% 로 예상됩니다.핵심 정보21.2%이익 성장률22.98%EPS 성장률Diversified Financial 이익 성장7.7%매출 성장률19.2%향후 자기자본이익률37.82%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: US$0.14 (vs US$0.16 in 1Q 2025)First quarter 2026 results: EPS: US$0.14 (down from US$0.16 in 1Q 2025). Revenue: US$335.9m (up 55% from 1Q 2025). Net income: US$42.0m (down 10.0% from 1Q 2025). Profit margin: 13% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Global Diversified Financial industry.Buy Or Sell Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock has risen 7.2% to Mex$240. The fair value is estimated to be Mex$304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.공시 • Apr 22Dlocal Limited Announces Dismissal of New York State Securities Class ActionDLocal Limited announced that the Supreme Court of the State of New York, Appellate Division, First Department, has unanimously affirmed the dismissal of the putative class action lawsuit captioned In the Matter of DLocal Securities Litigation, Index No. 151778/23 (the “New York State Action”). The Supreme Court, New York County had previously granted the defendants’ motion to dismiss the complaint in its entirety, and the Appellate Division has now unanimously upheld that decision. In its unanimous decision, the Appellate Division held that all claims against the Company and the individual defendants lacked merit. The New York State Action had alleged that the Company's registration statement and prospectus contained materially misleading statements and omissions relating to alleged trends in the Company's take rate. The Court rejected these allegations, finding that the plaintiffs did not identify a known material trend, especially in light of the Company's consistent growth in total payment volume (TPV), revenue, and gross profit.공시 • Apr 02DLocal Limited to Report Q1, 2026 Results on May 14, 2026DLocal Limited announced that they will report Q1, 2026 results After-Market on May 14, 2026Reported Earnings • Mar 19Full year 2025 earnings released: EPS: US$0.68 (vs US$0.41 in FY 2024)Full year 2025 results: EPS: US$0.68 (up from US$0.41 in FY 2024). Revenue: US$1.09b (up 47% from FY 2024). Net income: US$196.8m (up 63% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Diversified Financial industry.Board Change • Mar 19High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. CEO & Director Pedro Arnt is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Jan 27DLocal Limited to Report Q4, 2025 Results on Mar 18, 2026DLocal Limited announced that they will report Q4, 2025 results After-Market on Mar 18, 2026Board Change • Jan 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. CEO & Director Pedro Arnt is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Dec 24DLOCAL LTD Announces Board AppointmentsDLOCAL LTD announced it has completed the transition to a nine-person, majority independent Board of Directors, now comprising five independent members. Following through on the governance update shared in August during its second quarter earnings presentation, dLocal has appointed Paco Ybarra and Nelson Mattos as independent directors, further strengthening the Board's depth in global technology, financial markets, and risk management. Mr. Ybarra joins the Board after a 36-year career at Citigroup, where he was CEO of Citi's Institutional Clients Group (ICG), a member of Citi's Management Committee, and co-chaired the ICG Risk Management Committee. He has also held roles on corporate boards, including his current tenure at The Man Group plc. Mr. Mattos brings extensive product development and engineering leadership experience, including service as Vice President at Google for Europe and Emerging Markets and earlier with IBM as a Distinguished Engineer and Vice President for Information and User Technologies. He is an independent consultant advising startups across Silicon Valley, Europe, and emerging markets, and sits on several boards and nonprofits. Ybarra and Mattos will join the other three independent directors Will Pruett, Hyman Bielsky, and Veronica Raffo. They will sit alongside chairman Andres Bzurovski, as well as current board members Sebastian Kanovich, Luiz Ribeiro and CEO Pedro Arnt. As part of this transition, dLocal thanks Eduardo Azar, Martín Escobari, Jacobo Singer and Sergio Fogel for their meaningful contributions and service to the company’s Board over the years. Mr. Fogel, who is currently President and Chief Strategy Officer at the company, is also transitioning to a non-executive role as Co-Founder and Strategic Advisor, supporting the company on regulatory, technology, and business and corporate development matters. With the new Board in place, and as previously communicated, the company is also constituting three new committees: a Nominating & Corporate Governance committee, a Compensation committee and a Product & Technology committee.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.18 (vs US$0.095 in 3Q 2024)Third quarter 2025 results: EPS: US$0.18 (up from US$0.095 in 3Q 2024). Revenue: US$282.5m (up 52% from 3Q 2024). Net income: US$51.8m (up 94% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Diversified Financial industry.공시 • Nov 07DLocal Limited, Annual General Meeting, Dec 10, 2025DLocal Limited, Annual General Meeting, Dec 10, 2025. Location: at dr. luis bonavita 1294, montevideo, uruguay 11300., United StatesBuy Or Sell Opportunity • Oct 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to Mex$264. The fair value is estimated to be Mex$215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.공시 • Oct 09DLocal Limited to Report Q3, 2025 Results on Nov 12, 2025DLocal Limited announced that they will report Q3, 2025 results After-Market on Nov 12, 2025Buy Or Sell Opportunity • Sep 17Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$268. The fair value is estimated to be Mex$218, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.공시 • Sep 04+ 1 more updateDLocal Limited has completed a Follow-on Equity Offering in the amount of $191.25 million.DLocal Limited has completed a Follow-on Equity Offering in the amount of $191.25 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $12.75 Discount Per Security: $0.3825Reported Earnings • Aug 15Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$256.5m (up 50% from 2Q 2024). Net income: US$42.8m (down 7.4% from 2Q 2024). Profit margin: 17% (down from 27% in 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Global Diversified Financial industry.공시 • Aug 14+ 1 more updateDLocal Limited Announces Chief Financial Officer ChangesDLocal Limited announced the appointment of Guillermo López Pérez as Chief Financial Officer, who will join the company in the next few months. Guillermo will report to dLocal’s CEO, Pedro Arnt. This appointment further strengthens dLocal’s outstanding leadership team. With over 25 years of experience, Guillermo has developed his career in Finance and Payments at leading companies such as Visa and American Express. He is currently Chief Financial Officer at Featurespace, a machine learning platform focused on fraud prevention, and was previously at Tink, a European Open Banking leader. His expertise also includes serving as CFO for Visa’s Continental Europe business and holding various leadership positions during his 13-year tenure at American Express. This appointment reflects dLocal’s commitment to strong governance and to harnessing diverse perspectives in shaping and advancing its growth strategies. The company express huge appreciation to Jeffrey Brown for his service as interim CFO. He will continue in his previous role as VP of Finance.Buy Or Sell Opportunity • Aug 13Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$217. The fair value is estimated to be Mex$181, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.Board Change • Aug 05Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Will Pruett was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jul 15DLocal Limited to Report Q2, 2025 Results on Aug 13, 2025DLocal Limited announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 13, 2025이익 및 매출 성장 예측BMV:DLO N - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,265381N/AN/A512/31/20271,941318280N/A912/31/20261,531244224N/A73/31/20261,213192374413N/A12/31/20251,094197379415N/A9/30/2025960171142174N/A6/30/202586314691118N/A3/31/2025778149-223N/A12/31/2024746120-55-33N/A9/30/2024729119149170N/A6/30/2024708133118138N/A3/31/2024697131229249N/A12/31/2023650149275293N/A9/30/2023581140173191N/A6/30/2023529132253269N/A3/31/2023469118149163N/A12/31/2022419109142154N/A9/30/2022377113224235N/A6/30/2022334100167178N/A3/31/202229187171181N/A12/31/20212447860108N/A9/30/20212036660107N/A6/30/20211655563108N/A3/31/2021126454992N/A12/31/2020104288588N/A12/31/20195516N/A31N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DLO N 의 연간 예상 수익 증가율(21.2%)이 saving rate(9%)보다 높습니다.수익 vs 시장: DLO N 의 연간 수익(21.2%)이 MX 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DLO N 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: DLO N 의 수익(연간 19.2%)이 MX 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DLO N 의 수익(연간 19.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DLO N의 자본 수익률은 3년 후 37.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YDiversified-financials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 11:32종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DLocal Limited는 14명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John CoffeyBarclaysJinli ChanBofA Global ResearchEduardo RosmanBTG Pactual11명의 분석가 더 보기
Reported Earnings • May 15First quarter 2026 earnings released: EPS: US$0.14 (vs US$0.16 in 1Q 2025)First quarter 2026 results: EPS: US$0.14 (down from US$0.16 in 1Q 2025). Revenue: US$335.9m (up 55% from 1Q 2025). Net income: US$42.0m (down 10.0% from 1Q 2025). Profit margin: 13% (down from 22% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Global Diversified Financial industry.
Buy Or Sell Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock has risen 7.2% to Mex$240. The fair value is estimated to be Mex$304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
공시 • Apr 22Dlocal Limited Announces Dismissal of New York State Securities Class ActionDLocal Limited announced that the Supreme Court of the State of New York, Appellate Division, First Department, has unanimously affirmed the dismissal of the putative class action lawsuit captioned In the Matter of DLocal Securities Litigation, Index No. 151778/23 (the “New York State Action”). The Supreme Court, New York County had previously granted the defendants’ motion to dismiss the complaint in its entirety, and the Appellate Division has now unanimously upheld that decision. In its unanimous decision, the Appellate Division held that all claims against the Company and the individual defendants lacked merit. The New York State Action had alleged that the Company's registration statement and prospectus contained materially misleading statements and omissions relating to alleged trends in the Company's take rate. The Court rejected these allegations, finding that the plaintiffs did not identify a known material trend, especially in light of the Company's consistent growth in total payment volume (TPV), revenue, and gross profit.
공시 • Apr 02DLocal Limited to Report Q1, 2026 Results on May 14, 2026DLocal Limited announced that they will report Q1, 2026 results After-Market on May 14, 2026
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: US$0.68 (vs US$0.41 in FY 2024)Full year 2025 results: EPS: US$0.68 (up from US$0.41 in FY 2024). Revenue: US$1.09b (up 47% from FY 2024). Net income: US$196.8m (up 63% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Diversified Financial industry.
Board Change • Mar 19High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. CEO & Director Pedro Arnt is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Jan 27DLocal Limited to Report Q4, 2025 Results on Mar 18, 2026DLocal Limited announced that they will report Q4, 2025 results After-Market on Mar 18, 2026
Board Change • Jan 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. CEO & Director Pedro Arnt is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Dec 24DLOCAL LTD Announces Board AppointmentsDLOCAL LTD announced it has completed the transition to a nine-person, majority independent Board of Directors, now comprising five independent members. Following through on the governance update shared in August during its second quarter earnings presentation, dLocal has appointed Paco Ybarra and Nelson Mattos as independent directors, further strengthening the Board's depth in global technology, financial markets, and risk management. Mr. Ybarra joins the Board after a 36-year career at Citigroup, where he was CEO of Citi's Institutional Clients Group (ICG), a member of Citi's Management Committee, and co-chaired the ICG Risk Management Committee. He has also held roles on corporate boards, including his current tenure at The Man Group plc. Mr. Mattos brings extensive product development and engineering leadership experience, including service as Vice President at Google for Europe and Emerging Markets and earlier with IBM as a Distinguished Engineer and Vice President for Information and User Technologies. He is an independent consultant advising startups across Silicon Valley, Europe, and emerging markets, and sits on several boards and nonprofits. Ybarra and Mattos will join the other three independent directors Will Pruett, Hyman Bielsky, and Veronica Raffo. They will sit alongside chairman Andres Bzurovski, as well as current board members Sebastian Kanovich, Luiz Ribeiro and CEO Pedro Arnt. As part of this transition, dLocal thanks Eduardo Azar, Martín Escobari, Jacobo Singer and Sergio Fogel for their meaningful contributions and service to the company’s Board over the years. Mr. Fogel, who is currently President and Chief Strategy Officer at the company, is also transitioning to a non-executive role as Co-Founder and Strategic Advisor, supporting the company on regulatory, technology, and business and corporate development matters. With the new Board in place, and as previously communicated, the company is also constituting three new committees: a Nominating & Corporate Governance committee, a Compensation committee and a Product & Technology committee.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.18 (vs US$0.095 in 3Q 2024)Third quarter 2025 results: EPS: US$0.18 (up from US$0.095 in 3Q 2024). Revenue: US$282.5m (up 52% from 3Q 2024). Net income: US$51.8m (up 94% from 3Q 2024). Profit margin: 18% (up from 14% in 3Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Diversified Financial industry.
공시 • Nov 07DLocal Limited, Annual General Meeting, Dec 10, 2025DLocal Limited, Annual General Meeting, Dec 10, 2025. Location: at dr. luis bonavita 1294, montevideo, uruguay 11300., United States
Buy Or Sell Opportunity • Oct 10Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to Mex$264. The fair value is estimated to be Mex$215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
공시 • Oct 09DLocal Limited to Report Q3, 2025 Results on Nov 12, 2025DLocal Limited announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
Buy Or Sell Opportunity • Sep 17Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$268. The fair value is estimated to be Mex$218, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 86% in the next 2 years.
공시 • Sep 04+ 1 more updateDLocal Limited has completed a Follow-on Equity Offering in the amount of $191.25 million.DLocal Limited has completed a Follow-on Equity Offering in the amount of $191.25 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $12.75 Discount Per Security: $0.3825
Reported Earnings • Aug 15Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$256.5m (up 50% from 2Q 2024). Net income: US$42.8m (down 7.4% from 2Q 2024). Profit margin: 17% (down from 27% in 2Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Global Diversified Financial industry.
공시 • Aug 14+ 1 more updateDLocal Limited Announces Chief Financial Officer ChangesDLocal Limited announced the appointment of Guillermo López Pérez as Chief Financial Officer, who will join the company in the next few months. Guillermo will report to dLocal’s CEO, Pedro Arnt. This appointment further strengthens dLocal’s outstanding leadership team. With over 25 years of experience, Guillermo has developed his career in Finance and Payments at leading companies such as Visa and American Express. He is currently Chief Financial Officer at Featurespace, a machine learning platform focused on fraud prevention, and was previously at Tink, a European Open Banking leader. His expertise also includes serving as CFO for Visa’s Continental Europe business and holding various leadership positions during his 13-year tenure at American Express. This appointment reflects dLocal’s commitment to strong governance and to harnessing diverse perspectives in shaping and advancing its growth strategies. The company express huge appreciation to Jeffrey Brown for his service as interim CFO. He will continue in his previous role as VP of Finance.
Buy Or Sell Opportunity • Aug 13Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$217. The fair value is estimated to be Mex$181, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 60% in the next 2 years.
Board Change • Aug 05Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Will Pruett was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jul 15DLocal Limited to Report Q2, 2025 Results on Aug 13, 2025DLocal Limited announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 13, 2025