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AppFolio, Inc. (APPF) vs Duolingo, Inc. (DUOL)

AppFolio, Inc. and Duolingo, Inc. are both Software Application companies. AppFolio, Inc. is the larger, with a market value of $8.3B against $7.4B — 1.1× the size. AppFolio, Inc. trades at the lower P/E: 48.3× against 51.4×. Duolingo, Inc. grew revenue faster over the last twelve months: 22.6% against 20.0%. AppFolio, Inc. has the higher net margin (15.6% vs 12.3%) and the lower return on invested capital (46.5% vs 47.6%). Across the 22 metrics below, Duolingo, Inc. leads on 13 and AppFolio, Inc. on 9.

Valuation

Metric APPF DUOL Software Application median
P/E 48.29 51.41 26.44
P/S 7.51 6.32 2.90
P/B 14.01 5.04 2.60
Price to free cash flow 31.15 18.89 17.04
EV/EBITDA 33.13 38.32 15.48
EV/Sales 7.31 5.23 3.00
Earnings yield 2.07% 1.95% 0.20%
Free cash flow yield 3.21% 5.29% 1.96%

Profitability

Metric APPF DUOL Software Application median
Gross margin 63.79% 72.81% 67.34%
Operating margin 18.83% 12.36% 0.00%
Net margin 15.62% 12.33% 0.00%
Free cash flow margin 25.53% 33.45% 5.77%
Return on equity 31.42% 10.45% 0.00%
Return on assets 25.05% 7.19% 0.00%
Return on invested capital 46.49% 47.59% 0.00%

Growth

Metric APPF DUOL Software Application median
Revenue growth (TTM) 19.96% 22.61% 12.12%
EPS growth (last fiscal year) (30.09%) 355.85% 32.44%
Revenue growth, 5-year CAGR 25.12% 45.03% 14.34%
Net income growth, 5-year CAGR (2.31%) 0.00% 0.00%

Health

Metric APPF DUOL Software Application median
Debt to equity 0.00 0.06 0.04
Current ratio 4.00 2.75 1.53
Net debt to EBITDA (1.33) (7.07) 0.09

Dividend

Metric APPF DUOL Software Application median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric APPF DUOL Software Application median
Market cap 8.27b 7.35b 383.88m

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