VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

DLocal Limited vs Monolithic Power Systems, Inc.

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)$3.9B
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

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$57.7B
Gross margin (TTM)55.2%
Operating margin (TTM)26.1%
Net margin (TTM)22.1%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-25
Moat score
67/ 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 Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.

View MPWR analysis

Comparison highlights

  • Moat score gap: Monolithic Power Systems, Inc. leads (67 / 100 vs 53 / 100 for DLocal Limited).
  • Segment focus: DLocal Limited has 1 segment; Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: DLocal Limited has 4 moat types across 3 domains; Monolithic Power Systems, Inc. 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

Monolithic Power Systems, Inc.

Enterprise Data

Market

Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms

Geography

Global

Customer

OEMs/ODMs and cloud platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

32.5%

Side-by-side metrics

DLocal Limited
Monolithic Power Systems, Inc.
Ticker / Exchange
DLO - Nasdaq Global Select Market
MPWR - NASDAQ Global Select Market
Market cap (USD)
$3.9B
$57.7B
Gross margin (TTM)
38.6%
55.2%
Operating margin (TTM)
20.8%
26.1%
Net margin (TTM)
17.8%
22.1%
Sector
Technology
Technology
Industry
Software - Infrastructure
Semiconductors
HQ country
UY
US
Primary segment
Payment processing platform (Pay-ins & Pay-outs)
Enterprise Data
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
53 / 100
67 / 100
Moat domains
Supply, Legal, Demand
Demand, Supply, Legal
Last update
2025-12-27
2025-12-25

Moat coverage

Shared moat types

Operational Excellence

DLocal Limited strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs General

Monolithic Power Systems, Inc. strengths

Design In QualificationIP Choke PointBrand Trust

Segment mix

DLocal Limited segments

Full profile >

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

Competitive

n/a

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

32.5%

Storage and Computing

Competitive

22.7%

Automotive

Oligopoly

18.8%

Communications

Oligopoly

10.2%

Consumer

Competitive

9.1%

Industrial

Oligopoly

6.7%

Want the full wide moat stocks list?

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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.