Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.2B
294M shares
52-week range
$10.64 – $16.78
59% from low
Exchange
NASDAQ
CS
P/S (TTM)
3.1
EV / FCF (TTM)
8.2
DLocal Ltd is focused on making the complex simple, redefining the online payment experience in emerging markets. Through its technology platform, One dLocal, the company enables world-wide enterprise merchants to get paid (pay-in) and to make payments (pay-out) online in a safe and efficient manner. The company earns revenue from fees charged to merchants in connection with payment processing services for cross-border and local payment transactions. The company operates in a single operating segment, which is payment processing. The company's geographical segments include Latin America and Non-Latin America, with a majority of its revenue being generated from Brazil in the Latin America region.
www.dlocal.comNo one on the platform currently holds DLO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 774,342 | $10.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-27 | $0.1967 | 2026-06-10 |
| 2025-05-27 | $0.5107 | 2025-06-10 |
No one on the platform has traded DLO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 81.4% | 75.0% | — | — | — | |
| Rev. Growth % | 46.6% | 60.0% | ||||
| Profit Margin % | 18.0% | 23.0% | ||||
| Free Cash Flow Margin % | 38.6% | 27.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +17.6% on the P/E track.
At today's price, your expected annual return is +24.7% on the P/E track.
At today's price, your expected annual return is +31.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.6B | +50.1% | $0.83 | $0.80–$0.86 | 17.2× | 4 |
| 2027 | $2.1B | +29.5% | $1.09 | $1.03–$1.15 | 13.1× | 4 |
| 2028 | $2.5B | +23.9% | $1.33 | $1.26–$1.40 | 10.7× | 4 |
| 2029 | $2.9B | +15.5% | $0.00 | $0.00–$0.00 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-13 | $0.18 | $0.18 | -2.2% |
| 2026-05-14 | $0.17 | $0.17 | +0.3% |
| 2026-03-18 | $0.18 | $0.22 | +22.2% |
| 2025-11-12 | $0.17 | $0.17 | +2.8% |
| 2025-08-13 | $0.13 | $0.14 | +7.7% |
| 2025-05-14 | $0.12 | $0.15 | +25.0% |
| 2025-02-27 | $0.15 | $0.15 | +0.0% |
| 2024-11-13 | $0.11 |
| $0.09 |
| -14.9% |
| $17.1B |
| — |
| NAVNNavan, Inc. | $20.96 | -2.62% | $5.0B | — |
| QLYSQualys, Inc. | $183.32 | +1.26% | $6.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Is the $MELI Mon on the Tuesday $DLO Can wait until FRYday go $SEZL
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The investing tailwinds for Latin America are the best in decades $DLO https://www.cnbc.com/2026/09/20/caruso-cabrera-the-investing-tailwinds-for-latin-america-are-the-best-in-decades.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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$DLO @Trader_Ty I’ve been watching this one too. I agree with your technical assessment, but leave yourself some dry powder. Extrapolating time progression (and depending how long it’s going to take to get there), the lower boundary of the major rising channel is about 12.40 to 12.60. That’s where I’d be interested in starting a position. Here’s a multi-year view and a 1-year closer look. While the longer term trend and the major ascending channel remain constructive, short term that MACD histogram is becoming increasingly negative, and the faster MarketForecast components remain weak. Any thoughts on this?
View on StockTwits ↗$MELI well it ain’t obvious yet bahhht a Thursday 🐑 low and a tight weekly close on da $SEZL n da 🧠 repairs on the $DLO?
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$DLO Unfortunate wick here a few weeks ago. Wait for either the bottom of the base or another breakout attempt to risk off of. Back in the base and you run away!
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$DLO Decision time... Either we break this $15.50 resistance and head to $17 or we will likely find ourselves re-testing $13.50 liquidity I took a position after LTF sell-side was taken with a tight stop below. If this fails, will look to repeat at $13.50 if we see a reaction there.
View on StockTwits ↗$TEM pted to say yo come full $CRCL on the Thursday 🐑 $DLO n $FLYW away on FRYday n get NUTX ENTA da weekend….
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$DLO Just opened a position in $DLO. I like the setup: strong TPV growth, rising EPS and free cash flow, reasonable valuation, meaningful insider ownership, and the stock looks close to a potential VCP breakout. The bigger thesis also makes sense to me, DLocal is building the payments infrastructure that helps global companies operate in harder-to-serve emerging markets. What am I missing here? With the growth and improving fundamentals, I’m surprised the stock hasn’t moved higher already. Curious what the bear case is or what’s keeping investors on the sidelines.
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The craziest $DLO number isn’t its 92% TPV growth. It’s this: NRR: 153%. And that’s now 5 consecutive quarters above 140%. That means the customers dLocal ALREADY had are giving it much more business over time. Meanwhile: — TPV +92% — Revenue +56% — Gross Profit +29% — Net Income +28% And they keep adding products. Just last week, Alternative Airlines was added to BNPL Fuse in Brazil and Colombia. To me, $DLO is building one of those businesses where, once it becomes integrated into a large merchant, every new country and payment method makes the relationship more valuable.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.