DLocal Limited

NasdaqGS:DLO Stok Raporu

Piyasa değeri: US$3.2b

DLocal Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 3/6

DLocal kazançlarla iyi bir şekilde karşılanan, mevcut getirisi 1.76% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi, temettüden önceki tarihi 10th June, 2026 olan 27th May, 2026 dir.

Anahtar bilgiler

1.8%

Temettü verimi

0.2%

Geri Alım Getirisi

Toplam Hissedar Getirisi1.9%
Gelecekteki Temettü Verimi2.9%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihi10 Jun 26
Eski temettü tarihi27 May 26
Hisse başına temettün/a
Ödeme oranı30%

Son temettü ve geri alım güncellemeleri

Recent updates

Seeking Alpha 23h

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı Jun 24

DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts

Expanding into new geographic markets.
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Yeni Anlatı 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
Analiz Makalesi 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

Yaklaşan Temettü Ödemesi

BugünMay 16 2026Eski Temettü TarihiMay 27 2026Temettü Ödeme TarihiJun 10 202614 days Eski TemettüdenGelecek temettüyü almak için bir sonraki 11 days adresinden satın alın

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: DLO 'un temettü ödemelerinin istikrarlı olup olmadığını söylemek için henüz çok erken, zira şirket henüz temettü ödemeye başladı.

Büyüyen Temettü: DLO 'un temettü ödemelerinin artıp artmadığını söylemek için henüz çok erken, zira şirket henüz temettü ödemeye başladı.


Piyasaya Karşı Temettü Getirisi

DLocal Piyasaya Karşı Temettü Getirisi
DLO temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (DLO)1.8%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Diversified Financial)1.1%
Analist tahmini (DLO) (3 yıla kadar)2.9%

Önemli Temettü: DLO 'in temettüsü ( 1.76% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.44% ) daha yüksektir.

Yüksek Temettü: DLO 'in temettüsü ( 1.76% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.35% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Oldukça düşük ödeme oranı ( 29.6% ) ile DLO 'un temettü ödemeleri kazançlarla oldukça iyi bir şekilde karşılanıyor.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Düşük nakit ödeme oranı ( 15.3% ) sayesinde DLO 'un temettü ödemeleri nakit akışları tarafından iyi bir şekilde karşılanmaktadır.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/16 12:34
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

DLocal Limited 14 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John CoffeyBarclays
Jinli ChanBofA Global Research
Eduardo RosmanBTG Pactual