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 +31pp on latest NRR (153% vs 122%).

NRR over time

114%125%136%147%158% FY2022-Q1FY2024-Q4FY2025-Q3FY-2025FY2026-Q2 NRR DLocal Global-e Online DLocal - FY2022-Q1: 153% DLocal - FY-2024: 140% DLocal - FY2024-Q4: 140% DLocal - FY2025-Q1: 144% DLocal - FY2025-Q3: 149% DLocal - FY2025-Q4: 145% DLocal - FY-2025: 149% DLocal - FY2026-Q1: 152% DLocal - FY2026-Q2: 153% 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 (153% in FY2022-Q1).

Stat-by-stat

Metric DLocal Global-e Online
Latest NRR 153% 122%
All-time peak NRR 153% 122%
All-time low NRR 140% 119%
QoQ change +1pp +0pp
YoY change +4pp -
3-year change - -
Disclosures tracked 9 3

Customer cohorts

MetricDLocalGlobal-e Online
Total customers 760 1,404
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration 62% -
Average ACV - -
US revenue mix - 12%

Commercial structure

MetricDLocalGlobal-e Online
Total RPO - -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - 47.9%
New customers added - 148

Post-sales motion

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

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