Salesforce.com Inc (CRM)vsDuolingo Inc (DUOL)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
DUOL
Duolingo Inc
$99.12
+1.47%
TECHNOLOGY · Cap: $4.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3902% more annual revenue ($41.52B vs $1.04B). DUOL leads profitability with a 39.9% profit margin vs 18.0%. DUOL trades at a lower P/E of 11.4x. DUOL earns a higher WallStSmart Score of 69/100 (B-).
CRM
Buy63
out of 100
Grade: C+
DUOL
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+72.8%
Fair Value
$401.08
Current Price
$99.12
$301.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Keeps 40 of every $100 in revenue as profit
Revenue surging 35.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
1.9% earnings growth
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : DUOL
The strongest argument for DUOL centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 39.9% and operating margin at 15.5%. Revenue growth of 35.0% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DUOL
The primary concerns for DUOL are EPS Growth, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while DUOL is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
DUOL is growing revenue faster at 35.0% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
DUOL scores higher overall (69/100 vs 63/100), backed by strong 39.9% margins and 35.0% revenue growth. CRM offers better value entry with a 34.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →Duolingo Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Duolingo Inc (DUOL) is a leading innovator in the education technology sector, renowned for its engaging language-learning platform that employs a freemium model and gamification to attract over 500 million users worldwide. Founded in 2011, the company has established itself as a significant player in the market through continuous investment in AI-driven personalized learning solutions, aimed at enhancing user acquisition and retention across more than 30 languages. Duolingo's commitment to accessible education and user-centric design positions it favorably in a rapidly evolving landscape, making it an appealing opportunity for institutional investors seeking exposure in the dynamic edtech space.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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