Dlocal vs Sentinelone
Dlocal and Sentinelone are similar in size: $1.09bn and $1.00bn of revenue in their latest fiscal years. Dlocal grew faster (46.6% against 21.9%). Dlocal kept more of each dollar of sales as profit: a net margin of 18.0% against -45.0%.
| Latest fiscal year | DlocalDLO, 2025 | SentineloneS, 2026 |
|---|---|---|
| Revenue | $1.09bn | $1.00bn |
| Revenue growth | 46.6% | 21.9% |
| Net income | $197m | −$451m |
| Operating margin | 20.1% | -32.1% |
| Net margin | 18.0% | -45.0% |
| Return on equity | 37.2% | -29.0% |
| Free cash flow | $413m | $75.9m |
| Cash | $720m | $170m |
| Total debt | $86.7m | — |
| Debt to equity | 15.2% | — |
| Dividend per share | — | — |
| Dividend yield | 3.8% | — |
| Share buybacks | — | $200m |
| Employees | — | 2,900 |
| Market value | $3.98bn | $7.88bn |
| Price vs our value range | Below our value range | — |
| Moat score | — | 33 (Weak) |
| Insider trades, 12 months | 1 buys, 4 sales | 1 buys, 60 sales |