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![GabGrowth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1030436381779156993.png) Gab [@GabGrowth](/creator/twitter/GabGrowth) on x 14.6K followers
Created: 2025-07-15 11:02:20 UTC

My conservative base case valuation for $DLO:

Assumptions:
- TPV growth: XX% → XX% by 2030
- Take Rate: XXXX% → XXXX% by 2030
- Op Margin: XX% → XX%
- X% Dilution, XX% Tax
- 20x PE on 2030 (Currently 23x)

$DLO yields projected 5Y CAGR of XX%

Stock is XX% undervalued at XX% discount rate.

XX% of FCF returned via dividends. 

Strong opportunity imo.

![](https://pbs.twimg.com/media/Gv5MuqbXwAEdxGw.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945076459527451017/c:line.svg)

**Related Topics**
[discount](/topic/discount)
[tax bracket](/topic/tax-bracket)
[op](/topic/op)
[$dlo](/topic/$dlo)

[Post Link](https://x.com/GabGrowth/status/1945076459527451017)