Sign in with Google
bullish
Earnings in Review: DLocal and Snowflake
SUMMARY
- In my opinion, DLocal is an expensive stock. Typically when you see very expensive businesses not outperform on every metric, or at least a majority of them, you see their stock price struggle.
- On a valuation perspective, DLocal finds itself priced in line with the most expensive stocks on the stock market.
- The thing that makes DLocal unique is its profitability compared to many of the other software stocks as they run 35%+ EBITDA margins on a consistent basis.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Toyota Industries (6201 JP): After a High, Comes the Low of a Takeunder
- TIP Customized Taiwan Select High Div Index Rebal Preview: Methodology Change Leads to US$9bn Trade
- HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
- NWD (17 HK): Markets Pricing In A Bust
- CNI Semiconductor Chips Index Rebalance: One Change with Big Impact
Top Unpaywalled Insights
More »- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
- [IO Technicals 2025/22] Bearish Momentum Strengthens
- Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI
- Overview #27 – The Big Beautiful Tragi-Comedy Continues
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Earnings in Review: DLocal and Snowflake30 Aug 2022
x