Duolingo, Inc. (DUOL) vs ServiceTitan Inc. (TTAN)

Duolingo, Inc. and ServiceTitan Inc. are both Software Application companies. Duolingo, Inc. and ServiceTitan Inc. are of similar size ($7.9B and $7.4B). ServiceTitan Inc. has negative trailing earnings, so its P/E is not meaningful; Duolingo, Inc. trades at 50.7×. ServiceTitan Inc. grew revenue faster over the last twelve months: 22.9% against 22.6%. Duolingo, Inc. has the higher net margin (12.3% vs −12.1%) and the higher return on invested capital (47.6% vs −7.67%). Across the 18 metrics below, Duolingo, Inc. leads on 14 and ServiceTitan Inc. on 4.

Valuation

Metric DUOL TTAN Software Application median
P/E 50.70 n/m 25.90
P/S 6.23 7.40 3.04
P/B 4.97 4.90 2.60
Price to free cash flow 18.28 69.09 17.17
EV/EBITDA 37.65 n/m 15.48
EV/Sales 5.14 7.04 2.89
Earnings yield 1.97% (1.66%) 0.00%
Free cash flow yield 5.47% 1.45% 1.98%

Profitability

Metric DUOL TTAN Software Application median
Gross margin 72.81% 71.08% 66.89%
Operating margin 12.36% (12.98%) 0.00%
Net margin 12.33% (12.12%) 0.00%
Free cash flow margin 36.86% 10.71% 5.77%
Return on equity 10.45% (8.34%) 0.00%
Return on assets 7.19% (7.19%) 0.00%
Return on invested capital 47.59% (7.67%) 0.00%

Growth

Metric DUOL TTAN Software Application median
Revenue growth (TTM) 22.61% 22.90% 12.27%
EPS growth (last fiscal year) 355.85% 79.72% 32.11%
Revenue growth, 5-year CAGR 45.03% — 14.34%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric DUOL TTAN Software Application median
Debt to equity 0.06 0.00 0.02
Current ratio 2.75 4.55 1.53
Net debt to EBITDA (7.07) 6.07 0.09

Dividend

Metric DUOL TTAN Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric DUOL TTAN Software Application median
Market cap 7.35b 7.93b 487.58m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack