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.

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...

Comparison Snapshot

Key Financial Metrics

DUOL

Metric

MANH

$5.20B

Market Cap

$8.41B

163.72%

Potential Profit

56.24%

Buy

Analyst Rating

Buy

Investment Analysis

Duolingo

DUOL

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

MANH

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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About The Companies

Duolingo (DUOL)

Duolingo, Inc. (DUOL) operates a popular language-learning platform offering free and paid tiers across mobile and web. Investors should know it combines a large active user base with subscription and ad revenue, plus recent product upgrades that use AI to personalise lessons. The business benefits from strong brand recognition, scalable digital delivery and a growing international audience, giving it potential for recurring revenue and margin improvement as subscriptions scale. Key risks include competition in the edtech and app markets, dependence on user engagement and average revenue per user (ARPU), and sensitivity to marketing spend and macroeconomic cycles. Regulatory and privacy considerations matter given global operations. Market cap sits around $14.6bn, reflecting a growth-oriented valuation that implies expectations for continued user and revenue expansion. This is educational information only and not personalised investment advice; investors should assess their own objectives, risk tolerance and seek professional advice where needed.

Manhattan Associates (MANH)

Manhattan Associates, Inc. (MANH) is a US‑based enterprise software company specialising in supply‑chain and omnichannel commerce solutions. Its platforms—covering warehouse, transportation, inventory and order management—help retailers, manufacturers and logistics providers coordinate fulfilment across channels. Over recent years Manhattan has shifted from licence sales to a recurring, cloud‑centric subscription model, improving revenue visibility and margins. Growth drivers include rising e‑commerce volumes, retailers’ need for real‑time inventory and fulfilment optimisation, and ongoing digitalisation of supply chains. At a market capitalisation of about $12.33bn, it sits in the mid‑cap enterprise software space with solid cash generation but exposure to cyclical customer spending. Key risks include strong competition from larger cloud providers and niche vendors, implementation complexity, customer churn and sensitivity to macroeconomic slowdowns. This summary is general educational information only and not personalised investment advice; investors should assess their own goals and consider seeking professional guidance.

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AI Upskilling Marketplaces

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Which Baskets Do They Appear In?

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

Explore Basket

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

Explore Basket

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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Comparison Snapshot