以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
DLO
22 atoms · 跨 6 天 · 首见 2026-05-14 · 最近 2026-07-01
三色: 🟦 fact 19 · 🟥 take 3 · stance ▲8/▼3/◆1
来源: X 22
时态: fresh:22
标签: 好数字:17 · 好信源:10 · 好观点:3 · 好思考:1
叙事 (narrative) (1)
- 2026-05-16 · 表现印象
I was not too impressed :-(. A bit dissapointing.
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-07-01 · 每股收益预估上调幅度
increase our earnings estimates by +15%, on average, over 2026-2030E
tags: 好数字·好观点 · → daily
value: qty=+15% · date=2026-2030E
- 2026-05-14 · CEO 称投资周期结束
“Now that the investment cycle is behind us, we are entering a phase over the next few quarters where the innate operating leverage of the business model should begin to flow through the P&L.” — Pedro Arnt, CEO of $DLO
tags: 好思考 · → daily
value: date=2026-05-14
- 2026-07-01 · 盈利能力展望
we believe profitability should expand in 2H26
tags: 好观点 · → daily
value: date=2H26 · direction=expand
事实 (fact) (18)
- 2026-07-01 ⭐ · 目标价上调
Raises PT to $20 from $16
tags: 好数字·好信源 · → daily
value: qty=$20 · previous=$16
- 2026-05-14 ⭐ · 1Q26 TPV
1Q26 总交易额 (TPV): US$14.1B
tags: 好数字·好信源 · → daily
value: qty=$14.1 billion · date=2026-05-14
- 2026-05-14 ⭐ · 1Q26 营收
1Q26 营业收入 (Revenue): US$336M
tags: 好数字·好信源 · → daily
value: qty=$336 million · date=2026-05-14
- 2026-05-14 ⭐ · 1Q26 毛利润
1Q26 毛利润 (Gross Profit): US$119M
tags: 好数字·好信源 · → daily
value: qty=$119 million · date=2026-05-14
- 2026-05-14 ⭐ · 1Q26 营业利润
1Q26 营业利润 (Operating Profit): US$53M
tags: 好数字·好信源 · → daily
value: qty=$53 million · date=2026-05-14
- 2026-05-14 ⭐ · 1Q26 净利润
1Q26 净利润 (Net Income): US$42M
tags: 好数字·好信源 · → daily
value: qty=$42 million · date=2026-05-14
- 2026-05-14 · CEO 陈述 2016 年 TPV
In 2016, we processed $100 million in TPV from a single country.
tags: 好数字·好信源 · → daily
value: qty=$100 million · date=2016
- 2026-05-14 · CEO 陈述 LTM TPV
On a last-twelve-months basis as of this quarter, we have crossed $47 billion across the global south
tags: 好数字·好信源 · → daily
value: qty=$47 billion · date=last 12 months
- 2026-07-01 · 评级上调
UBS Upgrades $DLO to Buy from Neutral
tags: 好信源 · → daily
value: direction=to Buy from Neutral
- 2026-07-01 · 市盈率估值对比全球同业
At 16x/12x P/E 2026/2027E, DLO is trading below global peers, at a ~50% discount
tags: 好数字 · → daily
value: qty=16x/12x · date=2026E/2027E · comparison=discount ~50% vs global peers
- 2026-07-01 · 市盈率对比历史水平
below historical levels, 25% below its ~3-year average
tags: 好数字 · → daily
value: comparison=25% below ~3-year average
- 2026-05-15 · Q1财报净利润和盈利不及预期
Dlocal (DLO) falls 8% after the emerging markets payment services provider reported first-quarter results that missed expectations in terms of net income and earnings.
tags: 好信源 · → daily
- 2026-05-14 · 盘后股价变动
$DLO: -6% AH
tags: 好数字 · → daily
value: qty=-6% · date=2026-05-14
- 2026-06-11 · YTD 股价跌幅
Dlocal Ltd. 跌幅: -16.69%
tags: 好数字 · → daily
value: qty=-16.69% · date=YTD
- 2026-06-04 · FWD P/E
$DLO at 13 FWD P/E
tags: 好数字 · → daily
value: qty=13
- 2026-05-14 · TPV CAGR (过去10年)
$DLO has grown TPV at an 88% CAGR over the past 10 years.
tags: 好数字 · → daily
value: qty=88% · date=2016-2025
- 2026-05-14 · TPV (Q1 2026 同比)
In Q1 2026, TPV was up 73% YoY.
tags: 好数字 · → daily
value: qty=73% · date=Q1 2026
- 2026-05-14 · Q1 2026 NRR
Q1 2026 NRR: 152%
tags: 好数字 · → daily
value: qty=152% · date=Q1 2026
时间轴 (近 20)
- 2026-07-01 ·
fact · 评级上调 · → daily
- 2026-07-01 ·
fact · 目标价上调 · → daily
- 2026-07-01 ·
forecast · 盈利能力展望 · → daily
- 2026-07-01 ·
forecast · 每股收益预估上调幅度 · → daily
- 2026-07-01 ·
fact · 市盈率估值对比全球同业 · → daily
- 2026-07-01 ·
fact · 市盈率对比历史水平 · → daily
- 2026-06-11 ·
fact · YTD 股价跌幅 · → daily
- 2026-06-04 ·
fact · FWD P/E · → daily
- 2026-05-16 ·
narrative · 表现印象 · → daily
- 2026-05-15 ·
fact · Q1财报净利润和盈利不及预期 · → daily
- 2026-05-14 ·
fact · CEO 陈述 2016 年 TPV · → daily
- 2026-05-14 ·
fact · CEO 陈述 LTM TPV · → daily
- 2026-05-14 ·
fact · 1Q26 TPV · → daily
- 2026-05-14 ·
fact · 1Q26 营收 · → daily
- 2026-05-14 ·
fact · 1Q26 毛利润 · → daily
- 2026-05-14 ·
fact · 1Q26 营业利润 · → daily
- 2026-05-14 ·
fact · 1Q26 净利润 · → daily
- 2026-05-14 ·
fact · 盘后股价变动 · → daily
- 2026-05-14 ·
fact · TPV CAGR (过去10年) · → daily
- 2026-05-14 ·
fact · TPV (Q1 2026 同比) · → daily
← 实体目录 · 系统日志