COMP <GO>
DUOL vs GOOG // RETURN ON INVESTED CAPITAL (ROIC)
Duolingo Inc. (NASDAQ) VS. Alphabet Inc. (Class C) (NASDAQ) • 15-METRIC TALLY: DUOL 8
— GOOG 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: DUOL
LAST: $136.39 (+0.87%) • MKT CAP: $6.38B
roic
18.40%
LAST: $282.32 (-12.29%) • MKT CAP: $3.47T
roic
16.59%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DUOL VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DUOL | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 72.20% | 60.86% | +11.34 | DUOL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.40% | 16.59% | +1.81 | DUOL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 37.2x | 19.9x | +17.27 | GOOG | /valuation <GO> |
| Free Cash Flow Yield | 5.79% | 0.58% | +5.21 | DUOL | /fcf-yield <GO> |
| Operating Margin | 13.10% | 33.32% | -20.22 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 39.90% | 50.03% | -10.13 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 38.70% | 22.21% | +16.49 | DUOL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.31% | -0.31 | GOOG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.42 | 8.30 | -0.88 | GOOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | DUOL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.0 | 24.8 | +20.20 | DUOL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.16 | +0.14 | DUOL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 21.4x | -8.49 | DUOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.38B | $3.47T | -$3.46T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DUOL REV | GOOG REV | DUOL GROSS % | GOOG GROSS % | DUOL FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.04B | $402.84B | 72.2% | 59.7% | $369.7M | $73.27B |
| FY 2024 | $748.0M | $350.02B | 72.8% | 58.2% | $273.4M | $72.76B |
| FY 2023 | $531.1M | $307.39B | — | — | $129.7M | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DUOL // BETA 1.30
GOOG // BETA 1.16