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What DLocal (DLO)'s Board Overhaul and New Committees Mean For Shareholders

Simply Wall St · 3d ago
  • DLocal Ltd recently completed its transition to a nine-person, majority independent Board of Directors, adding former Citigroup executive Paco Ybarra and former Google vice president Nelson Mattos, while co-founder Sergio Fogel moved into a non-executive strategic advisor role.
  • This governance overhaul, including new Nominating & Corporate Governance, Compensation, and Product & Technology committees, materially reshapes how DLocal aligns oversight, product decisions, and risk management with its global growth ambitions.
  • Next, we’ll examine how the more independent board and added global payments expertise may influence DLocal’s longer-term investment narrative.

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DLocal Investment Narrative Recap

To own DLocal, you need to believe its emerging markets payments platform can keep attracting large global merchants while managing regulatory complexity and intense competition. The shift to a majority independent board, with deeper global payments and technology expertise, should support governance and risk oversight, but does not materially change the near term catalyst around execution on revenue growth guidance or the key risk from customer concentration.

The recent confirmation of 2025 revenue growth guidance of 30% to 40% year over year is the most relevant backdrop to these board changes, because stronger oversight and a new Product & Technology committee now sit alongside those ambitions. As DLocal scales volumes and broadens products like Pix solutions and stablecoin infrastructure, board level focus on technology and risk may become increasingly important to how durable that guidance proves over time.

Yet while the growth story is appealing, the reliance on a small number of large merchants is a risk investors should be aware of if...

Read the full narrative on DLocal (it's free!)

DLocal's narrative projects $1.7 billion revenue and $346.3 million earnings by 2028.

Uncover how DLocal's forecasts yield a $17.85 fair value, a 27% upside to its current price.

Exploring Other Perspectives

DLO 1-Year Stock Price Chart
DLO 1-Year Stock Price Chart

Twenty four members of the Simply Wall St Community currently see fair value for DLocal anywhere between US$10 and about US$195 per share, reflecting very different expectations. When you set those views against the reliance on a concentrated group of major merchants, it underlines why it can be useful to weigh multiple angles before forming your own view on the company.

Explore 24 other fair value estimates on DLocal - why the stock might be a potential multi-bagger!

Build Your Own DLocal Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your DLocal research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free DLocal research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DLocal's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.