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.
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