
DLocal (DLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
DLocal Limited operates a worldwide payments platform. The company is headquartered in Montevideo, Uruguay.
| Revenue (TTM) | $1.36B |
| Gross Profit (TTM) | $464.83M |
| EBITDA | $241.56M |
| Operating Margin | 16.10% |
| Return on Equity | 41.30% |
| Return on Assets | 8.62% |
| Revenue/Share (TTM) | $4.65 |
| Book Value | $1.87 |
| Price-to-Book | 7.12 |
| Price-to-Sales (TTM) | 2.95 |
| EV/Revenue | 2.193 |
| EV/EBITDA | 11.14 |
| Quarterly Earnings Growth (YoY) | 28.60% |
| Quarterly Revenue Growth (YoY) | 55.80% |
| Shares Outstanding | $177.51M |
| Float | $92.15M |
| % Insiders | 23.24% |
| % Institutions | 71.47% |
Volatility is currently expanding

DLocal (DLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

DLocal demonstrates exceptional growth, with Q2 2026 TPV up 92% YoY to $17.7B and revenue up 56%. Wall Street is worried about shrinking margins. I see a global payments business with far more room to grow. Existing customers are driving remarkable growth. A 153% net revenue retention rate shows how much opportunity remains within DLocal's merchant base.

MONTEVIDEO, Uruguay, Oct. 14, 2026 (GLOBE NEWSWIRE) -- DLocal Limited (NASDAQ: DLO, “dLocal” or the “Company”), the leading cross-border payment platform connecting global merchants to emerging markets, intends to release financial results for its third fiscal quarter ended September 30, 2026 on November 12, 2026 after market close.

DLocal enables merchants to access local payment methods in 60+ markets via API, driving rapid TPV growth and high client retention. DLO's gross profit grew 28.6% YoY in Q2 2026 despite take-rate compression, as volume discounts for large partners are offset by expanding transaction volumes. The stock trades at a forward P/E of 16.9, 78% below its 2021 peak, with market skepticism focused on margin compression as local-to-local flows and large merchants increase.

dLocal (DLO) offers a single integration for global merchants to access 60+ emerging markets, driving strong TPV and revenue growth. Take-rate compression, now at 0.71%, is driven by merchant mix, volume tiers, and local-to-local transaction growth, not just competition. DLO trades at a discount to peers like Adyen and EBANX, with a compelling PEG ratio and 4x 2025 sales, supporting attractive risk/reward.

Here is how DLocal (DLO) and Paymentus (PAY) have performed compared to their sector so far this year.

DLocal Limited (DLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Some of the more intriguing setups in the market right now are the ones quietly building bases, well away from the headlines dominated by AI and mega-cap technology.

Dave and dLocal are profitable fintech growth stories, but their growth drivers, valuations and risk profiles differ sharply for investors now.

Mobile payments are gaining momentum as digital wallets, instant payments and embedded finance reshape global commerce. RELY, PAY, DLO and MQ could be among the biggest beneficiaries.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on DLO and any ticker you trade — then tracks every position and per-strategy win rate.