DuolingoManhattan Associates

Duolingo vs Manhattan Associates

This page compares the business models, financial performance, and market context of Duolingo and Manhattan Associates, Inc., in a neutral, accessible manner. Educational content, not financial advice...

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Investment Analysis

Duolingo

Pros

  • Duolingo’s revenue grew by over 40% in 2024, reaching $748 million, with earnings increasing more than 450%, demonstrating strong financial growth.
  • The company operates a leading mobile learning platform with courses in 40 languages and significant potential in a $220 billion total addressable market.
  • Duolingo has strong analyst support with a consensus 'Buy' rating and an average price target implying over 90% upside in the next year.

Considerations

  • Duolingo’s price-to-earnings ratio is very high at around 76-128x, indicating the stock may be expensive relative to earnings.
  • The return on equity (ROE) at about 13% is modest, especially compared with some peers exhibiting much higher ROE, suggesting moderate capital efficiency.
  • The stock is sensitive to user acquisition trends and competitive pressures that could impact growth and market share in a crowded edtech space.
Manhattan Associates

Pros

  • Manhattan Associates shows an exceptionally high return on equity of approximately 76%, indicating strong profitability and efficient use of equity capital.
  • The company operates in supply chain and warehouse management solutions, markets with strong structural growth driven by e-commerce and logistics trends.
  • It benefits from recurring revenue streams through its software licensing and cloud subscription models, providing earnings stability and visibility.

Considerations

  • Manhattan Associates has a smaller market capitalization compared to some larger tech peers, which may limit liquidity and analyst coverage.
  • Its business is exposed to economic cyclicality in retail and supply chains, which could negatively impact demand during downturns.
  • The company faces execution risks in scaling cloud offerings as it transitions from traditional licensing, which could affect margins and growth.

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