COMP <GO>
BOX vs DUOL // GROSS PROFIT MARGIN
Box Inc. (NYSE) VS. Duolingo Inc. (NASDAQ) • 15-METRIC TALLY: BOX 3
— DUOL 9
▲ GROSS PROFIT MARGIN LEADER: BOX
LAST: $43.24 (-0.48%) • MKT CAP: $5.96B
gross-margins
79.20%
LAST: $135.27 (+2.80%) • MKT CAP: $6.16B
gross-margins
72.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOX VS. DUOL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOX | DUOL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 79.20% | 72.20% | +7.00 | BOX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.80% | 18.40% | -4.60 | DUOL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 68.2x | 37.2x | +31.00 | DUOL | /valuation <GO> |
| Free Cash Flow Yield | 5.89% | 5.79% | +0.10 | BOX | /fcf-yield <GO> |
| Operating Margin | 7.10% | 13.10% | -6.00 | DUOL | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 39.90% | -30.10 | DUOL | /net-margins <GO> |
| Revenue Growth (YoY) | 8.00% | 38.70% | -30.70 | DUOL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.89 | 7.42 | -4.53 | DUOL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 80.2 | 40.6 | +39.60 | BOX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.29 | 1.30 | -0.01 | DUOL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 47.9x | 12.9x | +35.00 | DUOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.96B | $6.16B | -$195.2M | DUOL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOX REV | DUOL REV | BOX GROSS % | DUOL GROSS % | BOX FCF | DUOL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.18B | $1.04B | 79.2% | 72.2% | $350.4M | $369.7M |
| FY 2024 | $1.09B | $748.0M | 79.1% | 72.8% | $329.7M | $273.4M |
| FY 2023 | $1.04B | $531.1M | — | — | $272.0M | $129.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOX // BETA 1.29
DUOL // BETA 1.30