Análisis Argos
DLO
DLOOportunidad
Dlocal Limited · Technology
US$ 14.88
precio al 2026-07-28
Valor justo Argos*
US$ 28–31
vs. su valor justo
52% por debajo
Score Argos
80/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 0.8% 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 Argos80de 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

businesswire.com · 28 jul
ACI Worldwide and dLocal Bring Latin America's Leading Local Payment Methods to Global Merchants
OMAHA, Neb. & MONTEVIDEO, Uruguay--(BUSINESS WIRE)--ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, and dLocal (NASDAQ: DLO), the leading payment platform connecting global merchants to emerging markets, today announced a strategic partnership that gives global merchants immediate and seamless access to leading local payment methods in Brazil and Mexico through the ACI Payments Orchestration Platform, with Argentina, Chile, Colombia and Peru planned for future.
schaeffersresearch.com · 15 jul
Inflation Optimism Helps Restore Stock Market Sentiment
Stocks are up today as investors rotate back into tech and growth assets after digesting encouraging inflation data
fool.com · 14 jul
DLocal Director Sebastian Kanovich Sells 25,700 Shares for $398,350 -- Is the Stock a Sell Too?
25,700 shares were sold for a total value of $398,350 on July 7, 2026. The transaction liquidated 100% of the director's direct Class A common equity position.
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.

* 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.