DuolingoMACOM

Duolingo vs MACOM

Duolingo and MACOM are compared on this page to illuminate differences in business models, financial performance, and market context. The content is written in a neutral, accessible style to help read...

Which Baskets Do They Appear In?

Education in the Spotlight

Education in the Spotlight

This carefully selected group of stocks features companies that could benefit from McGraw Hill's upcoming $4.2 billion IPO. Our professional analysts have identified these educational publishers, digital platforms, and service providers as potential beneficiaries of renewed investor interest in the education sector.

Published: July 15, 2025

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Future Skills Portfolio

Future Skills Portfolio

Invest in companies equipping tomorrow's workforce with essential skills. These carefully selected stocks represent businesses that are transforming education through technology-driven training solutions, helping people adapt to rapidly changing job requirements.

Published: June 18, 2025

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AI Upskilling Marketplaces

AI Upskilling Marketplaces

Discover companies building the educational infrastructure for our AI-driven future. These carefully selected stocks represent platforms that are helping professionals and businesses adapt to technological transformation through specialized training and skill development.

Published: June 17, 2025

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Investment Analysis

Duolingo

Pros

  • Duolingo is the top-grossing app in the education category on both Google Play and Apple App Store, establishing strong market presence.
  • The company reported a 40% revenue increase with improved profit margins in the recent quarter, showing solid financial growth.
  • Advanced AI-driven personalised learning products like the 'Max' subscription tier position Duolingo for innovative future growth.

Considerations

  • The stock has exhibited high volatility, recently dropping over 25% despite strong earnings, indicating market sensitivity to broader economic conditions.
  • Valuation multiples are very high compared to peers, with a P/E ratio around 128 and a price-to-sales multiple of 17, suggesting rich valuation risks.
  • Growth depends heavily on user acquisition and subscription expansion, making it vulnerable to competition intensifying in the crowded edtech language market.
MACOM

MACOM

MTSI

Pros

  • MACOM has a strong position in the semiconductor and photonics markets, benefiting from growing demand in 5G, data centres, and industrial applications.
  • Diversified customer base across telecommunications, aerospace, and defence sectors reduces risk and supports steady revenue streams.
  • Continued investment in advanced technologies and product innovation drives competitive differentiation and potential margin expansion.

Considerations

  • Exposure to cyclical semiconductor market fluctuations creates potential revenue and profitability volatility aligned with macroeconomic cycles.
  • Supply chain constraints and rising component costs could pressure operating margins and delay product deliveries.
  • Geopolitical tensions and regulatory scrutiny, especially relating to China, may introduce operational risks and affect growth opportunities.

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