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DLO

Dlocal Limited

DLO

NASDAQ·Industrials·Specialty Business Services·Mkt cap $4.3B

$15.04

+2.49%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$9.81 - $16.78

P/E

22.78

Fwd P/E

14.08

Beta

0.96

Div Yield

1.34%

Avg Vol

2.4M

Shares Out

291.0M

Mkt Cap

$4.3B

Price action

Price chart

Up 31.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Local payment method expertise across emerging markets
  • Proprietary infrastructure for low-friction cross-border transactions
  • Diversified industry vertical penetration with sticky customers
  • Regulatory compliance and local partnerships in multiple jurisdictions

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 0.7x vs Cybersecurity Software peers. Reasonable for this growth rate.

Growth

Strong growth ahead

Increasing global e-commerce and digital commerce adoption

Value

Growth premium of 0.7x vs Cybersecurity Software peers. Reasonable for this growth rate.

Momentum

Strong

+14.1% over 3m

Quality

Stable

High-growth business (56% revenue growth, 36% gross margin). Profitable with strong growth momentum.

Dividend

Modest

1.34% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 12, 2026

Q2 26 RECAP

MAY 14, 2026

Reported EPS of $0.17 vs $0.16 consensus (+6.3% surprise). Revenue of $335.9M vs $331.2M expected (+1.4%). Beat on both top and bottom lines.

EPS beat +6.3%
Rev beat +1.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+6.3%

Next: Aug 12, 2026

Revenue trend · last 8Q

+18%

+50%

+52%

+65%

+55%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$171.3M

$185.8M

$204.5M

$216.8M

$256.5M

$282.5M

$337.9M

$335.9M

Margins · last 8Q

Gross

Operating

Profit

12.5%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

$17.00

+13.1% vs $15.04

Low $17.00
Median $17.00
High $17.00

Latest: UBS · Jul 1, 2026

1 analyst covering

vs Industry

How DLO stacks vs Specialty Business Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.