Salesforce.com Inc (CRM)vsDuolingo Inc (DUOL)
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
DUOL
Duolingo Inc
$107.99
-4.95%
TECHNOLOGY · Cap: $5.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3679% more annual revenue ($41.52B vs $1.10B). DUOL leads profitability with a 38.4% profit margin vs 18.0%. DUOL trades at a lower P/E of 13.0x. CRM earns a higher WallStSmart Score of 68/100 (B-).
CRM
Strong Buy68
out of 100
Grade: B-
DUOL
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.5%
Fair Value
$741.21
Current Price
$181.82
$559.39 discount
Margin of Safety
+56.4%
Fair Value
$250.90
Current Price
$107.99
$142.91 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
Every $100 of equity generates 37 in profit
Keeps 38 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 26.5% year-over-year
Earnings expanding 23.6% YoY
Areas to Watch
Grey zone — moderate risk
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 Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 38.4% and operating margin at 15.4%. Revenue growth of 26.5% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : DUOL
The primary concerns for DUOL are 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 1.14 — expect wider price swings.
DUOL is growing revenue faster at 26.5% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 65/100), backed by strong 18.0% margins and 12.1% revenue growth. DUOL offers better value entry with a 56.4% 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 prominent player in the education technology landscape, recognized for its innovative language-learning platform that has successfully engaged over 500 million users globally through a freemium model augmented by gamification strategies. Established in 2011, Duolingo distinguishes itself with a robust focus on AI-driven personalized learning solutions, fostering user acquisition and retention across more than 30 languages. With a mission to make education accessible and a strong user-centric design, Duolingo is well-positioned to capitalize on the growing demand for digital learning solutions, presenting a compelling opportunity for institutional investors looking to invest in the evolving edtech sector.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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