Duolingo Inc (DUOL)vsShopify Inc (SHOP)
DUOL
Duolingo Inc
$157.42
-4.08%
TECHNOLOGY · Cap: $7.39B
SHOP
Shopify Inc
$146.78
-1.66%
TECHNOLOGY · Cap: $191.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 1098% more annual revenue ($14.17B vs $1.18B). SHOP leads profitability with a 15.0% profit margin vs 12.3%. DUOL trades at a lower P/E of 51.9x. SHOP earns a higher WallStSmart Score of 66/100 (B-).
DUOL
Hold42
out of 100
Grade: D
SHOP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.3%
Fair Value
$255.74
Current Price
$157.42
$98.32 discount
Margin of Safety
+27.9%
Fair Value
$162.25
Current Price
$146.78
$15.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Conservative balance sheet, low leverage
Revenue surging 31.6% year-over-year
Earnings expanding 79.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 90.9%
Expensive relative to growth rate
Trading at 14.8x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DUOL
The strongest argument for DUOL centers on Return on Equity, Debt/Equity. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 31.6% demonstrates continued momentum.
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.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 91.4x leaves little room for execution misses.
Key Dynamics to Monitor
DUOL profiles as a value stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.66 — expect wider price swings.
SHOP is growing revenue faster at 31.6% — sustainability is the question.
SHOP generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (66/100 vs 42/100) and 31.6% 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.
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 →Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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