Duolingo Inc (DUOL)vsSAP SE ADR (SAP)
DUOL
Duolingo Inc
$107.99
-4.95%
TECHNOLOGY · Cap: $5.29B
SAP
SAP SE ADR
$173.70
-0.58%
TECHNOLOGY · Cap: $204.11B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3298% more annual revenue ($37.34B vs $1.10B). DUOL leads profitability with a 38.4% profit margin vs 19.6%. DUOL trades at a lower P/E of 13.0x. DUOL earns a higher WallStSmart Score of 65/100 (C+).
DUOL
Buy65
out of 100
Grade: C+
SAP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.4%
Fair Value
$250.90
Current Price
$107.99
$142.91 discount
Margin of Safety
-16.9%
Fair Value
$168.01
Current Price
$173.70
$5.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Mega-cap, among the largest globally
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 3.3B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Operating Margin, Altman Z-Score. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : DUOL
The primary concerns for DUOL are Piotroski F-Score, Altman Z-Score.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
DUOL profiles as a growth stock while SAP is a mature play — different risk/reward profiles.
DUOL carries more volatility with a beta of 0.90 — expect wider price swings.
DUOL is growing revenue faster at 26.5% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
DUOL scores higher overall (65/100 vs 62/100), backed by strong 38.4% margins and 26.5% revenue growth. Both earn "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.
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 →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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