VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

DLocal Limited vs The Coca-Cola Company

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)
SectorTechnology
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

The Coca-Cola Company

KO · New York Stock Exchange

Market cap (USD)$301.9B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
79/ 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 The Coca-Cola Company's moat claims, evidence, and risks.

View KO analysis

Comparison highlights

  • Moat score gap: The Coca-Cola Company leads (79 / 100 vs 53 / 100 for DLocal Limited).
  • Segment focus: DLocal Limited has 1 segment; The Coca-Cola Company has 6 segments (39.6% in North America).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: DLocal Limited has 4 moat types across 3 domains; The Coca-Cola Company has 7 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

The Coca-Cola Company

North America

Market

Nonalcoholic ready-to-drink beverages

Geography

North America (primarily United States and Canada)

Customer

Retailers, foodservice, and consumers

Role

Brand owner and concentrate/syrup producer; system marketing leadership

Revenue share

39.6%

Side-by-side metrics

DLocal Limited
The Coca-Cola Company
Ticker / Exchange
DLO - Nasdaq Global Select Market
KO - New York Stock Exchange
Market cap (USD)
n/a
$301.9B
Sector
Technology
Consumer
HQ country
UY
US
Primary segment
Payment processing platform (Pay-ins & Pay-outs)
North America
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
53 / 100
79 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Legal
Last update
2025-12-27
2025-12-30

Moat coverage

Shared moat types

Operational Excellence

DLocal Limited strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs General

The Coca-Cola Company strengths

Brand TrustDistribution ControlLong Term ContractsScope EconomiesIP Choke PointService Field Network

Segment mix

DLocal Limited segments

Full profile >

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

Competitive

n/a

The Coca-Cola Company segments

Full profile >

Europe, Middle East & Africa

Oligopoly

15.8%

Latin America

Oligopoly

13.7%

North America

Oligopoly

39.6%

Asia Pacific

Oligopoly

10.8%

Global Ventures

Competitive

6.6%

Bottling Investments

Competitive

13.2%

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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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.