Duolingo Inc (DUOL)vsShopify Inc (SHOP)
DUOL
Duolingo Inc
$119.94
-0.11%
TECHNOLOGY · Cap: $5.83B
SHOP
Shopify Inc
$111.62
-5.60%
TECHNOLOGY · Cap: $145.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 1025% more annual revenue ($12.37B vs $1.10B). DUOL leads profitability with a 38.4% profit margin vs 10.8%. DUOL trades at a lower P/E of 14.3x. DUOL earns a higher WallStSmart Score of 65/100 (C+).
DUOL
Buy65
out of 100
Grade: C+
SHOP
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.5%
Fair Value
$257.05
Current Price
$119.94
$137.11 discount
Margin of Safety
+18.2%
Fair Value
$143.01
Current Price
$111.62
$31.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 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
Revenue surging 34.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 11.6x 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, 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 : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.
Bear Case : DUOL
The primary concerns for DUOL are Piotroski F-Score.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 109.8x leaves little room for execution misses.
Key Dynamics to Monitor
SHOP carries more volatility with a beta of 2.59 — expect wider price swings.
SHOP is growing revenue faster at 34.3% — sustainability is the question.
SHOP generates stronger free cash flow (476M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DUOL scores higher overall (65/100 vs 50/100), backed by strong 38.4% margins and 26.5% revenue growth. SHOP offers better value entry with a 18.2% margin of safety. 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 pioneering leader in the edtech industry, celebrated for its innovative language-learning platform that has attracted more than 500 million users worldwide through an effective freemium model and enticing gamification strategies. Founded in 2011, the company employs sophisticated AI-driven personalized learning to optimize user engagement and retention across a broad spectrum of over 30 languages. With a strong commitment to making education universally accessible, Duolingo is well-positioned to capitalize on the burgeoning digital learning market, presenting compelling growth opportunities for institutional investors looking to invest in 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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