dLocal's 2030 earnings power still underpriced

Conviction: 75% · Horizon: 4Y · 2026-08-13
TPV growth and a stable take rate can deliver about $2 of 2030 EPS

A 2.3% take rate on about $130B of 2030 TPV implies roughly $3B of revenue. At around 20% net margins and a 300M share count that is about $2.00 of EPS. A 16x multiple then points to about $32 per share, while the stock still trades at a steep discount to global payments peers.

Instrument Side Target Reason
DLO Long 32 Conservative 2030 math of roughly $3B revenue, $600M net income and $2.00 EPS only needs a mid-teens multiple to justify a share price around $32, while the name still screens cheap versus global payments peers on forward earnings.

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