Software - Application
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VMEO vs EVER vs BRZE vs SEMR vs DUOL
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
Software - Application
Software - Application
Software - Application
VMEO vs EVER vs BRZE vs SEMR vs DUOL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Internet Content & Information | Software - Application | Software - Application | Software - Application |
| Market Cap | $1.24B | $729M | $2.31B | $1.81B | $5.29B |
| Revenue (TTM) | $417M | $717M | $738M | $444M | $1.10B |
| Net Income (TTM) | $4M | $110M | $-131M | $-19M | $422M |
| Gross Margin | 77.2% | 97.5% | 67.1% | 80.5% | 72.7% |
| Operating Margin | 1.8% | 11.4% | -19.6% | -5.1% | 14.2% |
| Forward P/E | 65.4x | 10.4x | 35.7x | 30.4x | 38.4x |
| Total Debt | $12M | $3M | $83M | $13M | $94M |
| Cash & Equiv. | $325M | $95M | $124M | $264M | $1.04B |
VMEO vs EVER vs BRZE vs SEMR vs DUOL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 21 | Nov 25 | Return |
|---|---|---|---|
| Vimeo, Inc. (VMEO) | 100 | 40.7 | -59.3% |
| EverQuote, Inc. (EVER) | 100 | 163.4 | +63.4% |
| Braze, Inc. (BRZE) | 100 | 37.6 | -62.4% |
| Semrush Holdings, I… (SEMR) | 100 | 35.4 | -64.6% |
| Duolingo, Inc. (DUOL) | 100 | 245.6 | +145.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VMEO vs EVER vs BRZE vs SEMR vs DUOL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VMEO has the current edge in this matchup, primarily because of its strength in income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.97
- Lower volatility, beta 0.97, Low D/E 2.9%, current ratio 1.66x
- Beta 0.97 vs BRZE's 1.27, lower leverage
- +67.7% vs DUOL's -77.1%
EVER is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 16.0% 10Y total return vs DUOL's -18.3%
- Lower P/E (10.4x vs 38.4x)
- 38.3% ROA vs BRZE's -12.9%, ROIC 54.8% vs -20.5%
BRZE lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, SEMR doesn't own a clear edge in any measured category.
DUOL ranks third and is worth considering specifically for growth exposure and defensive.
- Rev growth 38.7%, EPS growth 355.9%, 3Y rev CAGR 41.1%
- Beta 1.20, current ratio 2.61x
- 38.7% revenue growth vs VMEO's -0.0%
- 38.4% margin vs BRZE's -17.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 38.7% revenue growth vs VMEO's -0.0% | |
| Value | Lower P/E (10.4x vs 38.4x) | |
| Quality / Margins | 38.4% margin vs BRZE's -17.8% | |
| Stability / Safety | Beta 0.97 vs BRZE's 1.27, lower leverage | |
| Dividends | Tie | None of these 5 stocks pay a meaningful dividend |
| Momentum (1Y) | +67.7% vs DUOL's -77.1% | |
| Efficiency (ROA) | 38.3% ROA vs BRZE's -12.9%, ROIC 54.8% vs -20.5% |
VMEO vs EVER vs BRZE vs SEMR vs DUOL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
VMEO vs EVER vs BRZE vs SEMR vs DUOL — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EVER leads in 3 of 6 categories
DUOL leads 1 • VMEO leads 0 • BRZE leads 0 • SEMR leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DUOL leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUOL is the larger business by revenue, generating $1.1B annually — 2.6x VMEO's $417M. DUOL is the more profitable business, keeping 38.4% of every revenue dollar as net income compared to BRZE's -17.8%. On growth, BRZE holds the edge at +27.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $417M | $717M | $738M | $444M | $1.1B |
| EBITDAEarnings before interest/tax | $9M | $85M | -$131M | -$7M | $167M |
| Net IncomeAfter-tax profit | $4M | $110M | -$131M | -$19M | $422M |
| Free Cash FlowCash after capex | $45M | $99M | $61M | $53M | $423M |
| Gross MarginGross profit ÷ Revenue | +77.2% | +97.5% | +67.1% | +80.5% | +72.7% |
| Operating MarginEBIT ÷ Revenue | +1.8% | +11.4% | -19.6% | -5.1% | +14.2% |
| Net MarginNet income ÷ Revenue | +1.0% | +15.3% | -17.8% | -4.3% | +38.4% |
| FCF MarginFCF ÷ Revenue | +10.9% | +13.8% | +8.2% | +12.0% | +38.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.1% | +14.5% | +27.9% | +14.6% | +26.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -105.9% | +142.9% | -70.6% | -4.4% | +29.2% |
Valuation Metrics
EVER leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 7.8x trailing earnings, EVER trades at a 84% valuation discount to VMEO's 49.1x P/E. On an enterprise value basis, EVER's 9.0x EV/EBITDA is more attractive than VMEO's 40.9x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.2B | $729M | $2.3B | $1.8B | $5.3B |
| Enterprise ValueMkt cap + debt − cash | $926M | $636M | $2.3B | $1.6B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 49.06x | 7.83x | -18.52x | -92.35x | 13.26x |
| Forward P/EPrice ÷ next-FY EPS est. | 65.42x | 10.40x | 35.72x | 30.39x | 38.44x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 40.92x | 9.04x | — | — | 29.01x |
| Price / SalesMarket cap ÷ Revenue | 2.97x | 1.05x | 3.13x | 4.09x | 5.10x |
| Price / BookPrice ÷ Book value/share | 3.25x | 3.27x | 3.91x | 6.13x | 4.07x |
| Price / FCFMarket cap ÷ FCF | 21.89x | 8.07x | 37.34x | 31.41x | 14.32x |
Profitability & Efficiency
EVER leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
EVER delivers a 53.4% return on equity — every $100 of shareholder capital generates $53 in annual profit, vs $-23 for BRZE. EVER carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRZE's 0.13x. On the Piotroski fundamental quality scale (0–9), VMEO scores 7/9 vs BRZE's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +1.1% | +53.4% | -22.8% | -6.6% | +33.6% |
| ROA (TTM)Return on assets | +0.7% | +38.3% | -12.9% | -4.3% | +22.6% |
| ROICReturn on invested capital | +16.5% | +54.8% | -20.5% | -12.7% | +40.8% |
| ROCEReturn on capital employed | +5.1% | +35.3% | -23.4% | -7.9% | +7.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 3 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.03x | 0.01x | 0.13x | 0.04x | 0.07x |
| Net DebtTotal debt minus cash | -$314M | -$93M | -$42M | -$252M | -$943M |
| Cash & Equiv.Liquid assets | $325M | $95M | $124M | $264M | $1.0B |
| Total DebtShort + long-term debt | $12M | $3M | $83M | $13M | $94M |
| Interest CoverageEBIT ÷ Interest expense | — | — | — | — | — |
Total Returns (Dividends Reinvested)
EVER leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DUOL five years ago would be worth $8,173 today (with dividends reinvested), compared to $1,377 for VMEO. Over the past 12 months, VMEO leads with a +67.7% total return vs DUOL's -77.1%. The 3-year compound annual growth rate (CAGR) favors EVER at 45.8% vs BRZE's -7.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | — | -19.0% | -30.6% | +1.0% | -35.6% |
| 1-Year ReturnPast 12 months | +67.7% | -10.0% | -30.7% | +17.5% | -77.1% |
| 3-Year ReturnCumulative with dividends | +120.5% | +209.8% | -20.7% | +22.0% | -13.8% |
| 5-Year ReturnCumulative with dividends | -86.2% | -35.4% | -75.8% | -36.0% | -18.3% |
| 10-Year ReturnCumulative with dividends | -86.2% | +16.0% | -75.8% | -14.3% | -18.3% |
| CAGR (3Y)Annualised 3-year return | +30.2% | +45.8% | -7.4% | +6.9% | -4.8% |
Risk & Volatility
Evenly matched — VMEO and SEMR each lead in 1 of 2 comparable metrics.
Risk & Volatility
VMEO is the less volatile stock with a 0.97 beta — it tends to amplify market swings less than BRZE's 1.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SEMR currently trades 100.0% from its 52-week high vs DUOL's 20.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.97x | 1.25x | 1.27x | 1.21x | 1.20x |
| 52-Week HighHighest price in past year | $7.86 | $28.73 | $37.67 | $12.01 | $544.93 |
| 52-Week LowLowest price in past year | $3.64 | $13.88 | $15.26 | $6.56 | $87.89 |
| % of 52W HighCurrent price vs 52-week peak | +99.9% | +71.7% | +60.0% | +100.0% | +20.8% |
| RSI (14)Momentum oscillator 0–100 | 74.7 | 62.5 | 47.6 | 72.1 | 52.3 |
| Avg Volume (50D)Average daily shares traded | 0 | 952K | 3.0M | 1.2M | 2.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: VMEO as "Hold", EVER as "Buy", BRZE as "Buy", SEMR as "Hold", DUOL as "Hold". Consensus price targets imply 94.1% upside for DUOL (target: $221) vs -0.0% for SEMR (target: $12).
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $12.28 | $22.75 | $42.44 | $12.00 | $220.56 |
| # AnalystsCovering analysts | 8 | 13 | 25 | 7 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | — | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | +2.9% | 0.0% | 0.0% | 0.0% |
EVER leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). DUOL leads in 1 (Income & Cash Flow). 1 tied.
VMEO vs EVER vs BRZE vs SEMR vs DUOL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is VMEO or EVER or BRZE or SEMR or DUOL a better buy right now?
For growth investors, Duolingo, Inc.
(DUOL) is the stronger pick with 38. 7% revenue growth year-over-year, versus -0. 0% for Vimeo, Inc. (VMEO). EverQuote, Inc. (EVER) offers the better valuation at 7. 8x trailing P/E (10. 4x forward), making it the more compelling value choice. Analysts rate EverQuote, Inc. (EVER) a "Buy" — based on 13 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 — VMEO or EVER or BRZE or SEMR or DUOL?
On trailing P/E, EverQuote, Inc.
(EVER) is the cheapest at 7. 8x versus Vimeo, Inc. at 49. 1x. On forward P/E, EverQuote, Inc. is actually cheaper at 10. 4x.
03Which is the better long-term investment — VMEO or EVER or BRZE or SEMR or DUOL?
Over the past 5 years, Duolingo, Inc.
(DUOL) delivered a total return of -18. 3%, compared to -86. 2% for Vimeo, Inc. (VMEO). Over 10 years, the gap is even starker: EVER returned +16. 0% versus VMEO's -86. 2%. 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 — VMEO or EVER or BRZE or SEMR or DUOL?
By beta (market sensitivity over 5 years), Vimeo, Inc.
(VMEO) is the lower-risk stock at 0. 97β versus Braze, Inc. 's 1. 27β — meaning BRZE is approximately 31% more volatile than VMEO relative to the S&P 500. On balance sheet safety, EverQuote, Inc. (EVER) carries a lower debt/equity ratio of 1% versus 13% for Braze, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VMEO or EVER or BRZE or SEMR or DUOL?
By revenue growth (latest reported year), Duolingo, Inc.
(DUOL) is pulling ahead at 38. 7% versus -0. 0% for Vimeo, Inc. (VMEO). On earnings-per-share growth, the picture is similar: Duolingo, Inc. grew EPS 355. 9% year-over-year, compared to -335. 1% for Semrush Holdings, Inc.. Over a 3-year CAGR, DUOL leads at 41. 1% 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 — VMEO or EVER or BRZE or SEMR or DUOL?
Duolingo, Inc.
(DUOL) is the more profitable company, earning 39. 9% net margin versus -17. 8% for Braze, Inc. — 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 -19. 6% for BRZE. At the gross margin level — before operating expenses — EVER leads at 97. 2%, 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 VMEO or EVER or BRZE or SEMR or DUOL more undervalued right now?
On forward earnings alone, EverQuote, Inc.
(EVER) trades at 10. 4x forward P/E versus 65. 4x for Vimeo, Inc. — 55. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUOL: 94. 1% to $220. 56.
08Which pays a better dividend — VMEO or EVER or BRZE or SEMR 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 VMEO or EVER or BRZE or SEMR or DUOL better for a retirement portfolio?
For long-horizon retirement investors, Vimeo, Inc.
(VMEO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 97)). Both have compounded well over 10 years (VMEO: -86. 2%, BRZE: -75. 8%), 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 VMEO and EVER and BRZE and SEMR and DUOL?
These companies operate in different sectors (VMEO (Technology) and EVER (Communication Services) and BRZE (Technology) and SEMR (Technology) and DUOL (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: VMEO is a small-cap quality compounder stock; EVER is a small-cap high-growth stock; BRZE is a small-cap high-growth stock; SEMR is a small-cap high-growth stock; DUOL is a small-cap high-growth stock. 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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