CommVault Systems, Inc. (CVLT) vs Duolingo, Inc. (DUOL)

CommVault Systems, Inc. and Duolingo, Inc. are both Software Application companies. Duolingo, Inc. is the larger, with a market value of $6.9B against $6.2B — 1.1× the size. Duolingo, Inc. trades at the lower P/E: 16.2× against 92.1×. Duolingo, Inc. grew revenue faster over the last twelve months: 29.4% against 15.5%. Duolingo, Inc. has the higher net margin (35.9% vs 5.62%) and the lower return on invested capital (53.9% vs 1,126.5%). Across the 21 metrics below, Duolingo, Inc. leads on 18 and CommVault Systems, Inc. on 3.

Valuation

Metric CVLT DUOL Software Application median
P/E 92.11 16.16 24.79
P/S 4.95 5.85 2.67
P/B 115.61 4.75 3.01
Price to free cash flow 23.28 16.86 16.59
EV/EBITDA 42.67 31.93 14.40
EV/Sales 4.91 4.78 2.62
Earnings yield 1.09% 6.19% 0.00%
Free cash flow yield 4.30% 5.93% 1.91%

Profitability

Metric CVLT DUOL Software Application median
Gross margin 81.09% 72.72% 67.03%
Operating margin 6.14% 13.72% 0.00%
Net margin 5.62% 35.87% 0.00%
Free cash flow margin 21.26% 34.72% 4.32%
Return on equity 32.77% 34.42% 0.00%
Return on assets 4.45% 22.72% 0.00%
Return on invested capital 1,126.48% 53.94% 0.00%

Growth

Metric CVLT DUOL Software Application median
Revenue growth (TTM) 15.47% 29.36% 12.40%
EPS growth (last fiscal year) (5.95%) 355.85% —
Revenue growth, 5-year CAGR 10.35% 45.03% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CVLT DUOL Software Application median
Debt to equity 16.94 0.06 0.02
Current ratio 2.04 2.72 1.55
Net debt to EBITDA (0.14) (7.07) 0.06

Dividend

Metric CVLT DUOL Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric CVLT DUOL Software Application median
Market cap 6.22b 6.90b 396.11m

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