cust.co / Compare / DLocal vs Global-e Online

DLocal vs Global-e Online - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Fintech SaaS. Both at Public stage.

DLocal leads by +23pp on latest NRR (145% vs 122%).

NRR over time

115%124%134%144%154% FY-2024FY2024-Q4FY2025-Q1FY2025-Q3FY2025-Q4FY-2025 NRR DLocal Global-e Online DLocal - FY-2024: 140% DLocal - FY2024-Q4: 140% DLocal - FY2025-Q1: 144% DLocal - FY2025-Q3: 149% DLocal - FY2025-Q4: 145% Global-e Online - FY-2024: 119% Global-e Online - FY2025-Q4: 122% Global-e Online - FY-2025: 122%

DLocal hit a higher all-time peak (149% in FY2025-Q3).

Stat-by-stat

Metric DLocal Global-e Online
Latest NRR 145% 122%
All-time peak NRR 149% 122%
All-time low NRR 140% 119%
QoQ change -4pp +0pp
YoY change +5pp -
3-year change - -
Disclosures tracked 5 3

Customer cohorts

MetricDLocalGlobal-e Online
Total customers 760 1,404
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - -
Average ACV - -
US revenue mix - 53%

Commercial structure

MetricDLocalGlobal-e Online
Total RPO - -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - 47%
New customers added - 148

Post-sales motion

MetricDLocalGlobal-e Online
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence consumption multi-year
CSM coverage model account-named account-named
Top customer exec - -

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