VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

DLocal Limited vs Rightmove plc

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)$4.1B
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

Rightmove plc

RMV · London Stock Exchange

Market cap (USD)$5.2B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorReal Estate
Industry
CountryGB
Data as of2026-01-09
Moat score
88/ 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 Rightmove plc's moat claims, evidence, and risks.

View RMV analysis

Comparison highlights

  • Moat score gap: Rightmove plc leads (88 / 100 vs 53 / 100 for DLocal Limited).
  • Segment focus: DLocal Limited has 1 segment; Rightmove plc has 3 segments (71.8% in Agency).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: DLocal Limited has 4 moat types across 3 domains; Rightmove plc has 5 across 2.

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

Rightmove plc

Agency

Market

UK residential property portal advertising subscriptions and lead generation for estate and letting agents

Geography

United Kingdom

Customer

Property professionals (estate and letting agents)

Role

Two-sided marketplace operator (consumers <-> agents)

Revenue share

71.8%

Side-by-side metrics

DLocal Limited
Rightmove plc
Ticker / Exchange
DLO - Nasdaq Global Select Market
RMV - London Stock Exchange
Market cap (USD)
$4.1B
$5.2B
Gross margin (TTM)
38.6%
n/a
Operating margin (TTM)
20.8%
n/a
Net margin (TTM)
17.8%
n/a
Sector
Technology
Real Estate
Industry
Software - Infrastructure
n/a
HQ country
UY
GB
Primary segment
Payment processing platform (Pay-ins & Pay-outs)
Agency
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
70%-82% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
53 / 100
88 / 100
Moat domains
Supply, Legal, Demand
Network, Demand
Last update
2025-12-27
2026-01-09

Moat coverage

Shared moat types

No overlap yet.

DLocal Limited strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs GeneralOperational Excellence

Rightmove plc strengths

Two Sided NetworkHabit DefaultProcurement InertiaEcosystem ComplementsData Workflow Lockin

Segment mix

DLocal Limited segments

Full profile >

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

Competitive

n/a

Rightmove plc segments

Full profile >

Agency

Quasi-Monopoly

71.8%

New Homes

Oligopoly

17.7%

Other

Competitive

10.4%

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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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.