Tara Moore FY EPS PE YoY Sales YoY 2024 0.44 -24.02% 19.04 $763.26M +17.36% 2025 0.64 +46.09% 13.03 $1.02B +34.24% 2026 0.89 +38.27% 9.42 $1.29B +26.20% DLocal Limited (NASDAQ:DLO) runs one of the leading payment processing platforms for merchants and businesses in emerging market tations, based in Uruguay. (Note: DLO is the Class A share, with 1 vote each; Class B shares have 5 votes.) The company is growing transaction volumes rapidly, but investors have been more focused on declining profit margins in 20 ...

Core Viewpoint - DLocal is a profitable and rapidly growing South American company, indicating strong performance and potential for future growth [1] Financial Performance - The recent earnings report highlights DLocal's continued profitability and growth trajectory [1] Market Sentiment - There is a bullish outlook on DLocal, suggesting confidence in the company's future performance and market position [1]

DLocal Limited (NASDAQ:DLO) Q2 2024 Earnings Conference Call August 14, 2024 5:00 PM ET Company Participants Pedro Arnt - Chief Executive Officer Maria Oldham - Senior Vice President of Corporate Development, Investor Relations & Strategic Finance Mark Ortiz - Chief Financial Officer Conference Call Participants Tito Labarta - Goldman Sachs Soomit Datta - New Street Research Guilherme Grespan - JPMorgan Carlos Gomez - HSBC Cassie Chan - Bank of America John Coffey - Barclays Jamie Friedman - Susquehanna Int ...

| --- | --- | |-------|-------| | | | | | | | | | Pedro Arnt Chief Executive Officer Mark Ortiz Chief Financial Officer Maria Oldham SVP - Corp. Development, Strategy and Investor Relations EARNINGS PRESENTATION Q2 2024 Safe Harbor This presentation may contain forward-looking statements. These forward-looking statements convey dLocal's current expectations or forecasts of future events, including in respect of guidance provided previously regarding our total payment volume, gross profit and Adjusted EBITDA ...

DLocal (DLO) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this online payment company would post earnings of $0.11 per share when it actually produced earnings of $0.07, delivering a surprise of -36.36%. Over the last four quarters, the c ...

Second Quarter 2024 US$6.0 billion Total Processed Volume, up 38% year-over-year and 14% quarter-over-quarter Revenue of US$171 million, up 6% year-over-year and down 7% quarter-over-quarter 100% Net Revenue Retention Rate Gross Profit of US$70 million, down 1% year-over-year and up 11% quarter-over-quarter Adjusted EBITDA of US$43 million, down 18% year-over-year and up 16% quarter-over-quarter dLocal reports in US dollars and in accordance with IFRS as issued by the IASB. MONTEVIDEO, Uruguay, Aug. 14, 202 ...

The market expects DLocal (DLO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Augu ...

While the market has no shortage of speculative biotech and tech names vying for your attention, many of these high-flyers are unlikely to see much upside going forward as they rapidly dilute shareholders. Instead, I prefer to focus on fundamentally sound companies trading at bargain valuations that are well-positioned to benefit from shifting economic trends and potentially lower interest rates. That's because, sometimes, these companies can offer moonshot stocks. Yes, chasing quadruple-digit gains comes w ...

Investing in dirt cheap stocks under $10 has a lot of appeal. One of the benefits is that a low share price allows you to buy more shares with a smaller amount of money. If the stock price increases significantly, even a small percentage gain can translate to a large return on your investment. DLocal (NASDAQ:DLO) operates a payment processing platform that helps businesses operating in international markets, especially emerging markets, accept payments from customers. That makes it especially attractive as ...

Core Viewpoint - DLocal Limited has experienced significant payment volume growth but is facing deteriorating margins, leading to investor pessimism following the Q1 report that highlighted these challenges [1][11]. Payment Volume and Revenue Growth - DLocal reported Q1 payment volumes of $5.3 billion, continuing its growth trajectory [3]. - Revenues increased by 34.3% in Q1, driven by strong performance in Brazil, Mexico, and Egypt, although there were declines in Argentina and Nigeria [3][4]. Margin and Profitability Concerns - The company's margins have weakened, with Q1 gross margins dropping to 34.1% and operating margins at 14.6%, significantly below long-term levels [19]. - The take rate fell to approximately 3.5% in Q1, raising concerns about future profitability as it is critical for maintaining high margins [14][19]. Future Outlook and Guidance - DLocal's 2024 outlook includes projected payment volumes of $25-27 billion and gross profit of $320-360 million, but there is skepticism regarding the ability to meet these targets following weak Q1 results [15]. - The company anticipates a gross profit growth of at least 15.6% in 2024, despite only a 1.8% improvement in Q1 [15]. Valuation and Investment Considerations - The discounted cash flow (DCF) model estimates DLocal's fair value at $12.46, indicating a potential upside of 68% from the current stock price [9]. - Despite the attractive valuation, the investment carries significant downside risks due to margin pressures and geographical challenges, particularly in Argentina [11][17]. Risk Factors - The company faces elevated risks related to its take rate and overall margins, with the potential for further declines impacting the investment case [11][17]. - The presence in emerging markets, particularly Argentina, poses additional risks that have already affected earnings [14][17].