COMPARE · Reviewed July 13, 2026
DLO vs NVDA
Verdict: Side-by-side breakdown using the Bull Rankings model. DLO scored 88.9, NVDA scored 85.7 — DLO leads.
Compare another set
DLO
DLocal Limited
88.9
$14.92 · $4.4B
Score gap
3.2
DLO leads
NVDA
NVIDIA Corporation
85.7
$203.53 · $4.9T
The model, pillar by pillar (0–100 each)
DLO
stronger →← stronger
NVDA
84
Qualityreturns · margins · balance sheet
88
100
Growthrevenue & earnings expansion
100
84
Valuevaluation vs sector peers
72
DLO and NVDA split the three pillars evenly.
Fundamentals, head-to-head
DLO
NVDA
$413mC
FCF
$119.1bA
+46.6%A
Rev
+70.7%A
0.20B+
D/E
0.07A-
23.3xB+
P/E
31.1xB
0.50A
PEG
0.65A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DLO
NVDA
57% below
Price vs fair valuelower is cheaper
208% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~48%/yr
+77%
1-yr DCF upside
-75%
+132%
5-yr DCF upside
-67%
+249%
10-yr DCF upside
-54%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DLO
Why this score
- Durable high returns
- Diluting shareholders
NVDA
Why this score
- Raising its dividend
- Durable high returns
The companies
DLODLocal Limited
Why now
Software - Infrastructure · market cap $4.4b. 11% off the 52-week high of $16.78. Revenue growing +47% — in hypergrowth territory. PEG 0.50 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $17.85 (implying +20% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $4.9T. 14% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.65 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $301.62 (implying +48% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.9T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 19.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.