VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

DLocal Limited vs Industria de Diseno Textil, S.A.

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

DLocal Limited

DLO · Nasdaq Global Select Market

Market cap (USD)$4.3B
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

Industria de Diseno Textil, S.A.

ITX · Bolsa de Madrid

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorConsumer
Industry
CountryES
Data as of2026-01-06
Moat score
69/ 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 Industria de Diseno Textil, S.A.'s moat claims, evidence, and risks.

View ITX analysis

Comparison highlights

  • Moat score gap: Industria de Diseno Textil, S.A. leads (69 / 100 vs 53 / 100 for DLocal Limited).
  • Segment focus: DLocal Limited has 1 segment; Industria de Diseno Textil, S.A. has 3 segments (71.9% in Zara / Zara Home).
  • Moat breadth: DLocal Limited has 4 moat types across 3 domains; Industria de Diseno Textil, S.A. has 4 across 3.

Primary market context

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

Industria de Diseno Textil, S.A.

Zara / Zara Home

Market

Fast-fashion apparel and home goods retail (Zara and Zara Home)

Geography

Global

Customer

Consumers (end-users) via owned stores and e-commerce

Role

Brand owner + omnichannel retailer

Revenue share

71.9%

Side-by-side metrics

DLocal Limited
Industria de Diseno Textil, S.A.
Ticker / Exchange
DLO - Nasdaq Global Select Market
ITX - Bolsa de Madrid
Market cap (USD)
$4.3B
n/a
Gross margin (TTM)
38.6%
n/a
Operating margin (TTM)
20.8%
n/a
Net margin (TTM)
17.8%
n/a
Sector
Technology
Consumer
Industry
Software - Infrastructure
n/a
HQ country
UY
ES
Primary segment
Payment processing platform (Pay-ins & Pay-outs)
Zara / Zara Home
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
53 / 100
69 / 100
Moat domains
Supply, Legal, Demand
Supply, Demand, Financial
Last update
2025-12-27
2026-01-06

Moat coverage

Shared moat types

No overlap yet.

DLocal Limited strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs GeneralOperational Excellence

Industria de Diseno Textil, S.A. strengths

Supply Chain ControlDistribution ControlBrand TrustNegative Working Capital

Segment mix

DLocal Limited segments

Full profile >

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

Competitive

n/a

Industria de Diseno Textil, S.A. segments

Full profile >

Zara / Zara Home

Competitive

71.9%

Bershka

Competitive

7.6%

Other Concepts (Pull&Bear, Massimo Dutti, Stradivarius, Oysho)

Competitive

20.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.