Análisis Argos
DLO
DLOOportunidad
Dlocal Limited · Technology
US$ 14.88
precio al 2026-07-04
Valor justo Argos*
US$ 28–31
vs. su valor justo
53% por debajo
Score Argos
82/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 1.3% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 63% el último año.
Retorno sobre el capital alto (81%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO6/6PASADO6/6SALUD5/6DIVIDENDO4/6
El Iris de calidad
VALOR6/6FUTURO6/6PASADO6/6SALUD5/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos82de 100Oportunidad
Ingresos45%
US$ 1.1 B
Margen operativo8%
20.3%
Flujo de caja libre800%
US$ 0.4 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.4B
P/E22.2x
EV/EBITDA16.2x
FCF yield9.7%
ROIC81.4%
Margen operativo20.3%
Crecim. ingresos+46.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 3 jul
DLocal: Wall Street Is Turning More Bullish
DLocal Limited still has a weak market sentiment around the stock, but increasingly bullish Wall Street recommendations could turn the sentiment around. The take rate has declined, implying limited pricing power, but also reflecting DLO's deliberate growth strategy. DLO's strategy's success is reflected in the company's earnings growth. Payment volume growth on the platform has only accelerated.
zacks.com · 2 jul
DLocal (DLO) Moves 12.9% Higher: Will This Strength Last?
DLocal (DLO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
globenewswire.com · 26 jun
dLocal added to membership of US small-cap Russell 2000® Index
MONTEVIDEO, Uruguay, June 26, 2026 (GLOBE NEWSWIRE) -- DLocal Limited ("dLocal", "we", "us", and "our") (NASDAQ: DLO), a leading cross-border financial infrastructure platform connecting global merchants to emerging markets, today announced that the Company was added as a member of the US small-cap Russell 2000 Index, effective when the US market opens on June 29 as part of the 2026 Russell indexes reconstitution.
globenewswire.com · 26 jun
dLocal added to membership of US small-cap Russell 2000® Index
MONTEVIDEO, Uruguay, June 26, 2026 (GLOBE NEWSWIRE) -- DLocal Limited (“dLocal”, “we”, “us”, and “our”) (NASDAQ:DLO), a leading cross-border financial infrastructure platform connecting global merchants to emerging markets, today announced that the Company was added as a member of the US small-cap Russell 2000® Index, effective when the US market opens on June 29 as part of the 2026 Russell indexes reconstitution. Membership in the Russell 2000® Index is based on membership in the broad-market Russell 3000® Index. The stock also was automatically added to the appropriate growth indexes.
globenewswire.com · 5 jun
dLocal to Report Second Quarter 2026 Financial Results
MONTEVIDEO, Uruguay, June 05, 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 second fiscal quarter ended June 30, 2026 on August 13, 2026 after market close.
seekingalpha.com · 20 may
DLocal Limited (DLO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
DLocal Limited (DLO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
marketbeat.com · 19 may
DLocal CEO Says Payment Fragmentation Is Its Moat as Growth Momentum Builds
DLocal NASDAQ: DLO Chief Executive Officer Pedro Arnt said the payments company remains focused on expanding its role as a financial infrastructure provider for large global merchants operating in emerging markets, emphasizing that fragmentation in those markets continues to be central to the company's value proposition.
fool.com · 17 may
Is It Time to Buy Latin America's Top Fintech Stocks at a Discount?
MercadoLibre has tumbled 17% in the six trading days since its earnings report. Margin concerns could be just a short-term headwind.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.