VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Auto Trader Group plc vs DLocal Limited

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Auto Trader Group plc

AUTO · London Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorCommunication Services
Industry
CountryGB
Data as of2026-01-10
Moat score
96/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Auto Trader Group plc's moat claims, evidence, and risks.

View AUTO analysis

DLocal Limited

DLO · Nasdaq Global Select Market

Market cap (USD)$4.1B
Gross margin (TTM)38.6%
Operating margin (TTM)20.8%
Net margin (TTM)17.8%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUY
Data as of2025-12-27
Moat score
53/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into DLocal Limited's moat claims, evidence, and risks.

View DLO analysis

Comparison highlights

  • Moat score gap: Auto Trader Group plc leads (96 / 100 vs 53 / 100 for DLocal Limited).
  • Segment focus: Auto Trader Group plc has 2 segments (93.3% in Autotrader (UK automotive marketplace & data platform)); DLocal Limited has 1 segment.
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Auto Trader Group plc has 4 moat types across 2 domains; DLocal Limited has 4 across 3.

Primary market context

Auto Trader Group plc

Autotrader (UK automotive marketplace & data platform)

Market

UK digital automotive marketplace (new & used) with retailer advertising/data products

Geography

United Kingdom

Customer

Consumers, vehicle retailers, OEMs/advertising agencies

Role

Two-sided marketplace + advertising/data & workflow tools

Revenue share

93.3%

DLocal Limited

Payment processing platform (Pay-ins & Pay-outs)

Market

Cross-border payment processing for global merchants in emerging markets

Geography

Global; emerging markets focus (Africa, Asia, Latin America, Middle East)

Customer

Enterprise merchants and platforms

Role

Payment service provider / processor

Side-by-side metrics

Auto Trader Group plc
DLocal Limited
Ticker / Exchange
AUTO - London Stock Exchange
DLO - Nasdaq Global Select Market
Market cap (USD)
n/a
$4.1B
Gross margin (TTM)
n/a
38.6%
Operating margin (TTM)
n/a
20.8%
Net margin (TTM)
n/a
17.8%
Sector
Communication Services
Technology
Industry
n/a
Software - Infrastructure
HQ country
GB
UY
Primary segment
Autotrader (UK automotive marketplace & data platform)
Payment processing platform (Pay-ins & Pay-outs)
Market structure
Quasi-Monopoly
Competitive
Market share
75%-80% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
96 / 100
53 / 100
Moat domains
Network, Demand
Supply, Legal, Demand
Last update
2026-01-10
2025-12-27

Moat coverage

Shared moat types

No overlap yet.

Auto Trader Group plc strengths

Two Sided NetworkData Workflow LockinHabit DefaultEcosystem Complements

DLocal Limited strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs GeneralOperational Excellence

Segment mix

Auto Trader Group plc segments

Full profile >

Autotrader (UK automotive marketplace & data platform)

Quasi-Monopoly

93.3%

Autorama (vehicle leasing marketplace)

Competitive

6.7%

DLocal Limited segments

Full profile >

Payment processing platform (Pay-ins & Pay-outs)

Competitive

n/a

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.