COMP <GO>
DUOL vs TSM // ENTERPRISE SCALE & MARKET CAP
Duolingo Inc. (NASDAQ) VS. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE) • 15-METRIC TALLY: DUOL 10
— TSM 4
▲ ENTERPRISE SCALE & MARKET CAP LEADER: TSM
LAST: $131.59 (-3.52%) • MKT CAP: $6.38B
market-cap
$6.38B
LAST: $406.13 (-5.95%) • MKT CAP: $2.24T
market-cap
$2.24T
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DUOL VS. TSM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DUOL | TSM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 72.20% | 62.00% | +10.20 | DUOL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.40% | 14.90% | +3.50 | DUOL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 37.2x | 14.9x | +22.30 | TSM | /valuation <GO> |
| Free Cash Flow Yield | 5.79% | 3.99% | +1.80 | DUOL | /fcf-yield <GO> |
| Operating Margin | 13.10% | 21.10% | -8.00 | TSM | /operating-margins <GO> |
| Net Profit Margin | 39.90% | 16.40% | +23.50 | DUOL | /net-margins <GO> |
| Revenue Growth (YoY) | 38.70% | -3.30% | +42.00 | DUOL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.42 | 3.87 | +3.55 | DUOL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | DUOL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.90% | 8.30% | -0.40 | DUOL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.4 | 38.3 | +1.01 | DUOL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.42 | -0.12 | TSM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 20.2x | -7.30 | DUOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $6.38B | $2.24T | -$2.23T | TSM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DUOL REV | TSM REV | DUOL GROSS % | TSM GROSS % | DUOL FCF | TSM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.04B | — | 72.2% | — | $369.7M | — |
| FY 2024 | $748.0M | — | 72.8% | — | $273.4M | — |
| FY 2023 | $531.1M | — | 44.0% | — | $129.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DUOL // BETA 1.30
TSM // BETA 1.42