COMP <GO>
DUOL vs YOU // ALTMAN Z-SCORE & DEBT/EQUITY
Duolingo Inc. (NASDAQ) VS. Clear Secure Inc. (NYSE) • 15-METRIC TALLY: DUOL 6
— YOU 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: DUOL
LAST: $135.27 (+2.80%) • MKT CAP: $6.16B
balance-sheet
7.42
LAST: $47.95 (+4.26%) • MKT CAP: $6.22B
balance-sheet
4.71
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DUOL VS. YOU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DUOL | YOU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 72.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.40% | 26.60% | -8.20 | YOU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 37.2x | 31.3x | +5.90 | YOU | /valuation <GO> |
| Free Cash Flow Yield | 5.79% | 5.49% | +0.30 | DUOL | /fcf-yield <GO> |
| Operating Margin | 13.10% | 20.70% | -7.60 | YOU | /operating-margins <GO> |
| Net Profit Margin | 39.90% | 18.70% | +21.20 | DUOL | /net-margins <GO> |
| Revenue Growth (YoY) | 38.70% | 16.90% | +21.80 | DUOL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 7.42 | 4.71 | +2.71 | DUOL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | DUOL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.6 | 60.5 | -19.90 | YOU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.33 | -0.03 | YOU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 31.2x | -18.30 | DUOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.16B | $6.22B | -$65.3M | YOU | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DUOL REV | YOU REV | DUOL GROSS % | YOU GROSS % | DUOL FCF | YOU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.04B | $900.8M | 72.2% | — | $369.7M | $343.1M |
| FY 2024 | $748.0M | $770.5M | 72.8% | — | $273.4M | $283.7M |
| FY 2023 | $531.1M | $613.6M | — | — | $129.7M | $197.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DUOL // BETA 1.30
YOU // BETA 1.33