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    The Bull Case For DLocal (DLO) Could Change Following Board Independence And Governance Overhaul – Learn Why

    Simply Wall St·12/25/2025 01:25:21
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    • Earlier this week, DLocal announced it has completed its transition to a nine-person, majority independent Board of Directors, adding industry veterans Paco Ybarra and Nelson Mattos and establishing new Nominating & Corporate Governance, Compensation, and Product & Technology committees.
    • This shift marks a meaningful upgrade in governance and oversight, bringing deeper expertise in global financial markets, technology, and risk management to support DLocal’s next phase of development.
    • Next, we’ll examine how a now majority independent board and new governance committees could influence DLocal’s existing investment narrative.

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    DLocal Investment Narrative Recap

    To own DLocal, you need to believe it can keep scaling its emerging markets payments platform while managing regulatory complexity, merchant concentration, and pricing pressure. The shift to a majority independent board looks incrementally positive for governance, but does not fundamentally change the key near term drivers, such as deepening large-merchant relationships, or the main risk around reliance on a relatively small group of global clients.

    This governance refresh sits alongside earlier moves to professionalize oversight, including the appointment of independent directors to the audit committee in 2023 and 2024. Together with the new Nominating & Corporate Governance, Compensation, and Product & Technology committees, these changes could matter most if they help DLocal balance investment in new products like stablecoin infrastructure with tighter control over customer, regulatory, and pricing risks.

    But alongside the promise of better oversight, investors should be aware that customer concentration remains...

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

    DLocal's narrative projects $1.7 billion revenue and $346.3 million earnings by 2028. This requires 25.7% yearly revenue growth and a $200.4 million earnings increase from $145.9 million today.

    Uncover how DLocal's forecasts yield a $17.85 fair value, a 26% upside to its current price.

    Exploring Other Perspectives

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

    Twenty three members of the Simply Wall St Community currently see DLocal’s fair value anywhere between US$10 and US$195.39, underscoring how differently people weigh merchant concentration risk and its implications for future performance.

    Explore 23 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.