DLO Share Price Performance
US$12.14
2.70 (28.60%)
32.0% undervalued intrinsic discount
US$17.85
Fair Value
Price US$12.14
AnalystConsensusTarget US$17.85
AnalystLowTarget US$14.50
AnalystHighTarget US$21.00
Fair ValueUS$17.85
Share Pricen/a
DLocal Limited Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 225 Fair Values set on narratives written by author
DLO Community Narratives
AN
Fair Value US$17.85 32.0% undervalued intrinsic discount
Confidence Will Strengthen As Digital Payment Momentum Grows In Emerging Markets
1users have liked this narrative
1users have commented on this narrative
71users have followed this narrative
AN
Fair Value US$14.5 16.3% undervalued intrinsic discount
Rising Tariffs And Digital Currencies Will Disrupt Global E-Commerce
1users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
AN
Fair Value US$21 42.2% undervalued intrinsic discount
Cross-border E-commerce And Localized Payments Will Fuel Global Digital Commerce
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
DLocal's Future Looks Bright with 29x Future PE
The trading narrative for dLocal (DLO), based on the DCF Valuation - HatedMoats article, is that the stock is significantly undervalued. Key Trading Narrative Points: Verdict: Undervalued.Read more
167
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
CR
US$22.49
46.0% undervalued intrinsic discount
Fair Value
Revenue
22.65% p.a.
Profit Margin
16.9%
Future PE
29.27x
Price in 2030
US$34.82
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
1. Continuous Product and Service Expansion DLocal emphasizes continuous investment in developing new products and services.Read more
2.5k
users have viewed this narrative5users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
WY
US$195.39
93.8% undervalued intrinsic discount
Fair Value
Revenue
35% p.a.
Profit Margin
35%
Future PE
25x
Price in 2035
US$506.8
Rising Tariffs And Digital Currencies Will Disrupt Global E-Commerce
Key Takeaways Rising protectionism, regulatory demands, and digital currency adoption threaten to lower transaction volumes and increase costs, eroding DLocal's growth and margins. Reliance on a few major clients and intensifying competition from larger payment processors and local fintechs risks destabilizing earnings and reducing pricing power.Read more
126
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
AN
US$14.5
16.3% undervalued intrinsic discount
Fair Value
Revenue
23.91% p.a.
Profit Margin
17.11%
Future PE
17.04x
Price in 2029
US$18.67
Cross-border E-commerce And Localized Payments Will Fuel Global Digital Commerce
Key Takeaways DLocal's expanding client base, unique payment aggregation, and entry into new channels position it for outsized, persistent growth far exceeding consensus expectations. Advanced AI integration, a lean model, and strategic fintech partnerships create structural margin advantages and a strong moat for long-term earnings power.Read more
114
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
US$21
42.2% undervalued intrinsic discount
Fair Value
Revenue
36.99% p.a.
Profit Margin
19.46%
Future PE
18.1x
Price in 2029
US$27.01
Confidence Will Strengthen As Digital Payment Momentum Grows In Emerging Markets
Key Takeaways Ongoing product innovation and payment infrastructure investments enable revenue growth, higher margins, and operational efficiency amid accelerating digitization in emerging markets. Geographic and merchant diversification, along with stronger relationships with multinational clients, reduces revenue concentration risk and supports more stable, recurring income.Read more
673
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
71users have followed this narrative
AN
US$17.85
32.0% undervalued intrinsic discount
Fair Value
Revenue
32.72% p.a.
Profit Margin
19.46%
Future PE
17.03x
Price in 2028
US$23.1
Trending Discussion
Recently Updated Narratives
CR
DLocal's Future Looks Bright with 29x Future PE
Fair Value: US$22.49 46.0% undervalued intrinsic discount
10 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
WY
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
Fair Value: US$195.39 93.8% undervalued intrinsic discount
28 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
DLO: Future Upside Will Hinge On Cross Border Payments Execution
Fair Value: US$14.5 16.3% undervalued intrinsic discount
10 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
DLocal Limited Key Details
About DLO
- Founded
- 2016
- Employees
- 1274
- CEO
- WebsiteView website
DLocal Limited, together with its subsidiaries, provides payment processing services worldwide. The company offers a robust pay-in solution to help global merchants expand their online presence and receive payments, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs). It also provides pay-in solutions for cross-border and local-to-local transactions, as well as pay-out solutions. In addition, the company offers dLocal for Platforms to manage global platform payments. It serves its products to commerce, streaming, ride-hailing, financial services, remittances, advertising, SaaS, travel, e-learning, on-demand delivery, gaming, and crypto industries. The company was founded in 2016 and is headquartered in Montevideo, Uruguay.
