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COE vs DUOL
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
COE vs DUOL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Software - Application |
| Market Cap | $2M | $5.03B |
| Revenue (TTM) | $81M | $1.10B |
| Net Income (TTM) | $-11M | $422M |
| Gross Margin | 75.3% | 72.7% |
| Operating Margin | -11.2% | 14.2% |
| Forward P/E | 417.0x | 38.2x |
| Total Debt | $3M | $94M |
| Cash & Equiv. | $28M | $1.04B |
COE vs DUOL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| 51Talk Online Educa… (COE) | 100 | 205.6 | +105.6% |
| Duolingo, Inc. (DUOL) | 100 | 77.0 | -23.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: COE vs DUOL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
COE has the current edge in this matchup, primarily because of its strength in income & stability and growth exposure.
- beta 0.91
- Rev growth 87.0%, EPS growth 50.0%, 3Y rev CAGR 300.7%
- Lower volatility, beta 0.91, current ratio 0.70x
DUOL is the clearest fit if your priority is long-term compounding.
- -22.3% 10Y total return vs COE's -68.9%
- Lower P/E (38.2x vs 417.0x)
- 38.4% margin vs COE's -13.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 87.0% revenue growth vs DUOL's 38.7% | |
| Value | Lower P/E (38.2x vs 417.0x) | |
| Quality / Margins | 38.4% margin vs COE's -13.4% | |
| Stability / Safety | Beta 0.91 vs DUOL's 0.95 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +19.8% vs DUOL's -78.6% | |
| Efficiency (ROA) | 22.6% ROA vs COE's -21.0% |
COE vs DUOL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
COE vs DUOL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DUOL leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUOL is the larger business by revenue, generating $1.1B annually — 13.5x COE's $81M. DUOL is the more profitable business, keeping 38.4% of every revenue dollar as net income compared to COE's -13.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $81M | $1.1B |
| EBITDAEarnings before interest/tax | -$9M | $167M |
| Net IncomeAfter-tax profit | -$11M | $422M |
| Free Cash FlowCash after capex | $0 | $423M |
| Gross MarginGross profit ÷ Revenue | +75.3% | +72.7% |
| Operating MarginEBIT ÷ Revenue | -11.2% | +14.2% |
| Net MarginNet income ÷ Revenue | -13.4% | +38.4% |
| FCF MarginFCF ÷ Revenue | +10.9% | +38.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +26.5% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +29.2% |
Valuation Metrics
COE leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2M | $5.0B |
| Enterprise ValueMkt cap + debt − cash | -$23M | $4.1B |
| Trailing P/EPrice ÷ TTM EPS | -0.33x | 12.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 416.96x | 38.25x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 27.27x |
| Price / SalesMarket cap ÷ Revenue | 0.04x | 4.85x |
| Price / BookPrice ÷ Book value/share | — | 3.87x |
| Price / FCFMarket cap ÷ FCF | 0.41x | 13.61x |
Profitability & Efficiency
Evenly matched — COE and DUOL each lead in 2 of 4 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), COE scores 5/9 vs DUOL's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +33.6% |
| ROA (TTM)Return on assets | -21.0% | +22.6% |
| ROICReturn on invested capital | — | +40.8% |
| ROCEReturn on capital employed | — | +7.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | — | 0.07x |
| Net DebtTotal debt minus cash | -$25M | -$943M |
| Cash & Equiv.Liquid assets | $28M | $1.0B |
| Total DebtShort + long-term debt | $3M | $94M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
COE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DUOL five years ago would be worth $7,769 today (with dividends reinvested), compared to $3,078 for COE. Over the past 12 months, COE leads with a +19.8% total return vs DUOL's -78.6%. The 3-year compound annual growth rate (CAGR) favors COE at 57.0% vs DUOL's -6.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -24.5% | -38.8% |
| 1-Year ReturnPast 12 months | +19.8% | -78.6% |
| 3-Year ReturnCumulative with dividends | +286.9% | -18.1% |
| 5-Year ReturnCumulative with dividends | -69.2% | -22.3% |
| 10-Year ReturnCumulative with dividends | -68.9% | -22.3% |
| CAGR (3Y)Annualised 3-year return | +57.0% | -6.4% |
Risk & Volatility
COE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
COE is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than DUOL's 0.95 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. COE currently trades 42.0% from its 52-week high vs DUOL's 19.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.91x | 0.95x |
| 52-Week HighHighest price in past year | $56.13 | $544.93 |
| 52-Week LowLowest price in past year | $15.32 | $87.89 |
| % of 52W HighCurrent price vs 52-week peak | +42.0% | +19.8% |
| RSI (14)Momentum oscillator 0–100 | 50.0 | 61.6 |
| Avg Volume (50D)Average daily shares traded | 9K | 2.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates COE as "Buy" and DUOL as "Hold".
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $143.86 |
| # AnalystsCovering analysts | 2 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
COE leads in 3 of 6 categories (Valuation Metrics, Total Returns). DUOL leads in 1 (Income & Cash Flow). 1 tied.
COE vs DUOL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is COE or DUOL a better buy right now?
For growth investors, 51Talk Online Education Group (COE) is the stronger pick with 87.
0% revenue growth year-over-year, versus 38. 7% for Duolingo, Inc. (DUOL). Duolingo, Inc. (DUOL) offers the better valuation at 12. 6x trailing P/E (38. 2x forward), making it the more compelling value choice. Analysts rate 51Talk Online Education Group (COE) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — COE or DUOL?
On forward P/E, Duolingo, Inc.
is actually cheaper at 38. 2x.
03Which is the better long-term investment — COE or DUOL?
Over the past 5 years, Duolingo, Inc.
(DUOL) delivered a total return of -22. 3%, compared to -69. 2% for 51Talk Online Education Group (COE). Over 10 years, the gap is even starker: DUOL returned -22. 3% versus COE's -68. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — COE or DUOL?
By beta (market sensitivity over 5 years), 51Talk Online Education Group (COE) is the lower-risk stock at 0.
91β versus Duolingo, Inc. 's 0. 95β — meaning DUOL is approximately 5% more volatile than COE relative to the S&P 500.
05Which is growing faster — COE or DUOL?
By revenue growth (latest reported year), 51Talk Online Education Group (COE) is pulling ahead at 87.
0% versus 38. 7% for Duolingo, Inc. (DUOL). On earnings-per-share growth, the picture is similar: Duolingo, Inc. grew EPS 355. 9% year-over-year, compared to 50. 0% for 51Talk Online Education Group. Over a 3-year CAGR, COE leads at 300. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — COE or DUOL?
Duolingo, Inc.
(DUOL) is the more profitable company, earning 39. 9% net margin versus -14. 3% for 51Talk Online Education Group — meaning it keeps 39. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DUOL leads at 13. 1% versus -15. 9% for COE. At the gross margin level — before operating expenses — COE leads at 78. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is COE or DUOL more undervalued right now?
On forward earnings alone, Duolingo, Inc.
(DUOL) trades at 38. 2x forward P/E versus 417. 0x for 51Talk Online Education Group — 378. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — COE or DUOL?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is COE or DUOL better for a retirement portfolio?
For long-horizon retirement investors, 51Talk Online Education Group (COE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
91)). Both have compounded well over 10 years (COE: -68. 9%, DUOL: -22. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between COE and DUOL?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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