cust.co / Compare / Riskified vs DLocal

Riskified vs DLocal - 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 +35pp on latest NRR (140% vs 105%).

NRR over time

88%105%122%140%157% FY2024-Q4FY-2024FY2025-Q1FY2025-Q4FY-2025FY2025-Q3FY2026-Q1 NRR Riskified DLocal Riskified - FY2024-Q4: 96% Riskified - FY-2024: 96% Riskified - FY2025-Q1: 100% Riskified - FY2025-Q4: 105% Riskified - FY-2025: 105% DLocal - FY2024-Q4: 140% DLocal - FY-2024: 140% DLocal - FY2025-Q1: 144% DLocal - FY2025-Q4: 145% DLocal - FY-2025: 149% DLocal - FY2025-Q3: 149% DLocal - FY2026-Q1: 140%

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

Stat-by-stat

Metric Riskified DLocal
Latest NRR 105% 140%
All-time peak NRR 105% 149%
All-time low NRR 96% 140%
QoQ change +0pp -9pp
YoY change +9pp -4pp
3-year change - -
Disclosures tracked 5 7

Customer cohorts

MetricRiskifiedDLocal
Total customers - 760
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - 60%
Average ACV - -
US revenue mix 54% -

Commercial structure

MetricRiskifiedDLocal
Total RPO - -
Current RPO (12mo) - -
Multi-year contracts 50% -
Avg contract length 24 mo -
Subscription rev mix - -
New customers added - -

Post-sales motion

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

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