Duolingo Inc (DUOL)vsSAP SE ADR (SAP)
DUOL
Duolingo Inc
$99.12
+1.47%
TECHNOLOGY · Cap: $4.59B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3447% more annual revenue ($36.80B vs $1.04B). DUOL leads profitability with a 39.9% profit margin vs 19.5%. DUOL trades at a lower P/E of 11.4x. DUOL earns a higher WallStSmart Score of 69/100 (B-).
DUOL
Strong Buy69
out of 100
Grade: B-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$401.08
Current Price
$99.12
$301.96 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Keeps 40 of every $100 in revenue as profit
Revenue surging 35.0% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
1.9% earnings growth
Weak financial health signals
Distress zone — elevated risk
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DUOL
The strongest argument for DUOL centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 39.9% and operating margin at 15.5%. Revenue growth of 35.0% demonstrates continued momentum.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : DUOL
The primary concerns for DUOL are EPS Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
DUOL profiles as a growth stock while SAP is a value play — different risk/reward profiles.
DUOL carries more volatility with a beta of 0.89 — expect wider price swings.
DUOL is growing revenue faster at 35.0% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
DUOL scores higher overall (69/100 vs 58/100), backed by strong 39.9% margins and 35.0% revenue growth. 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.
Duolingo Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Duolingo Inc (DUOL) is a leading innovator in the education technology sector, renowned for its engaging language-learning platform that employs a freemium model and gamification to attract over 500 million users worldwide. Founded in 2011, the company has established itself as a significant player in the market through continuous investment in AI-driven personalized learning solutions, aimed at enhancing user acquisition and retention across more than 30 languages. Duolingo's commitment to accessible education and user-centric design positions it favorably in a rapidly evolving landscape, making it an appealing opportunity for institutional investors seeking exposure in the dynamic edtech space.
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
Want to dig deeper into these stocks?