Duolingo Inc (DUOL)vsSAP SE ADR (SAP)
DUOL
Duolingo Inc
$157.42
-4.08%
TECHNOLOGY · Cap: $7.39B
SAP
SAP SE ADR
$234.06
-0.02%
TECHNOLOGY · Cap: $274.03B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3231% more annual revenue ($39.39B vs $1.18B). SAP leads profitability with a 20.4% profit margin vs 12.3%. SAP trades at a lower P/E of 29.6x. SAP earns a higher WallStSmart Score of 60/100 (C).
DUOL
Hold42
out of 100
Grade: D
SAP
Buy60
out of 100
Grade: C
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
-25.4%
Fair Value
$156.60
Current Price
$234.06
$77.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 90.9%
Expensive relative to growth rate
Moderate valuation
Trading at 73.4x book value
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 : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 29.5%. Revenue growth of 13.2% 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 : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DUOL profiles as a value stock while SAP is a mature play — different risk/reward profiles.
DUOL carries more volatility with a beta of 1.02 — expect wider price swings.
DUOL is growing revenue faster at 13.7% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 42/100), backed by strong 20.4% margins and 13.2% revenue growth. DUOL offers better value entry with a 57.3% margin of safety. Both earn "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 →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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