Salesforce.com Inc (CRM)vsDuolingo Inc (DUOL)
CRM
Salesforce.com Inc
$218.01
-0.20%
TECHNOLOGY · Cap: $188.61B
DUOL
Duolingo Inc
$157.42
-4.08%
TECHNOLOGY · Cap: $7.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3616% more annual revenue ($43.94B vs $1.18B). CRM leads profitability with a 22.0% profit margin vs 12.3%. CRM trades at a lower P/E of 21.0x. CRM earns a higher WallStSmart Score of 75/100 (B+).
CRM
Strong Buy75
out of 100
Grade: B+
DUOL
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.0%
Fair Value
$711.63
Current Price
$218.01
$493.62 discount
Margin of Safety
+57.3%
Fair Value
$255.74
Current Price
$157.42
$98.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 118.9% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Every $100 of equity generates 30 in profit
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 90.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : DUOL
The strongest argument for DUOL centers on Return on Equity, Debt/Equity. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : DUOL
The primary concerns for DUOL are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 51.9x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while DUOL is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.26 — expect wider price swings.
DUOL is growing revenue faster at 13.7% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (75/100 vs 42/100), backed by strong 22.0% margins and 10.8% revenue growth. DUOL offers better value entry with a 57.3% margin of safety. Both earn "Strong Buy" and "Hold" 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 player in the edtech sector, renowned for its innovative language-learning platform that has successfully engaged over 500 million users globally through a unique freemium model augmented by gamification. Established in 2011, Duolingo utilizes advanced AI-driven personalized learning to enhance user experience and retention across more than 30 languages. The company's unwavering mission to provide accessible education aligns with the rapid expansion of the digital learning market, offering substantial growth potential for institutional investors seeking to tap into the future of educational technology.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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