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Side-by-side financial comparison of Duolingo, Inc. (DUOL) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $295.5M, roughly 1.5× Duolingo, Inc.). Duolingo, Inc. runs the higher net margin — 11.9% vs 9.1%, a 2.8% gap on every dollar of revenue. On growth, Duolingo, Inc. posted the faster year-over-year revenue change (27.0% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $103.0M). Over the past eight quarters, Duolingo, Inc.'s revenue compounded faster (28.7% CAGR vs -8.8%).
Duolingo, Inc. is a leading global edtech firm operating a gamified language learning platform. It offers free and premium self-paced courses for over 40 languages, plus language certification, math learning tools, and literacy programs, serving individual learners, schools and corporate clients worldwide.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
DUOL vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $295.5M | $451.0M |
| Net Profit | $35.1M | $41.0M |
| Gross Margin | 55.5% | 55.0% |
| Operating Margin | 8.0% | — |
| Net Margin | 11.9% | 9.1% |
| Revenue YoY | 27.0% | 5.9% |
| Net Profit YoY | 24.0% | 10.8% |
| EPS (diluted) | $0.72 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $295.5M | $451.0M | ||
| Q4 25 | $282.9M | $432.0M | ||
| Q3 25 | $271.7M | $618.0M | ||
| Q2 25 | $252.3M | $617.0M | ||
| Q1 25 | $230.7M | $426.0M | ||
| Q4 24 | $209.6M | $383.0M | ||
| Q3 24 | $192.6M | $540.0M | ||
| Q2 24 | $178.3M | $542.0M |
| Q1 26 | $35.1M | $41.0M | ||
| Q4 25 | $42.0M | $1.0M | ||
| Q3 25 | $292.2M | $106.0M | ||
| Q2 25 | $44.8M | $111.0M | ||
| Q1 25 | $35.1M | $37.0M | ||
| Q4 24 | $13.9M | $9.0M | ||
| Q3 24 | $23.4M | $100.0M | ||
| Q2 24 | $24.4M | $92.0M |
| Q1 26 | 55.5% | 55.0% | ||
| Q4 25 | 72.8% | 49.3% | ||
| Q3 25 | 72.5% | 57.1% | ||
| Q2 25 | 72.4% | 57.7% | ||
| Q1 25 | 71.1% | 55.2% | ||
| Q4 24 | 71.9% | 48.0% | ||
| Q3 24 | 72.9% | 56.7% | ||
| Q2 24 | 73.4% | 56.5% |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 15.4% | 0.5% | ||
| Q3 25 | 12.9% | 23.0% | ||
| Q2 25 | 13.2% | 23.7% | ||
| Q1 25 | 10.2% | 11.3% | ||
| Q4 24 | 6.6% | 1.6% | ||
| Q3 24 | 7.0% | 24.8% | ||
| Q2 24 | 10.5% | 22.9% |
| Q1 26 | 11.9% | 9.1% | ||
| Q4 25 | 14.8% | 0.2% | ||
| Q3 25 | 107.5% | 17.2% | ||
| Q2 25 | 17.8% | 18.0% | ||
| Q1 25 | 15.2% | 8.7% | ||
| Q4 24 | 6.6% | 2.3% | ||
| Q3 24 | 12.1% | 18.5% | ||
| Q2 24 | 13.7% | 17.0% |
| Q1 26 | $0.72 | $0.57 | ||
| Q4 25 | $0.99 | $0.03 | ||
| Q3 25 | $5.95 | $1.42 | ||
| Q2 25 | $0.91 | $1.48 | ||
| Q1 25 | $0.72 | $0.49 | ||
| Q4 24 | $0.31 | $0.10 | ||
| Q3 24 | $0.49 | $1.30 | ||
| Q2 24 | $0.51 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $1.3B | $230.0M |
| Total Assets | $2.0B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | $603.0M | ||
| Q4 25 | $1.0B | $566.0M | ||
| Q3 25 | $1.0B | $563.0M | ||
| Q2 25 | $976.2M | $562.0M | ||
| Q1 25 | $884.0M | $506.0M | ||
| Q4 24 | $785.8M | $436.0M | ||
| Q3 24 | $854.4M | $375.0M | ||
| Q2 24 | $888.2M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | $1.3B | $230.0M | ||
| Q4 25 | $1.3B | $242.0M | ||
| Q3 25 | $1.3B | $316.0M | ||
| Q2 25 | $977.0M | $254.0M | ||
| Q1 25 | $893.8M | $198.0M | ||
| Q4 24 | $824.5M | $239.0M | ||
| Q3 24 | $822.5M | $261.0M | ||
| Q2 24 | $766.9M | $214.0M |
| Q1 26 | $2.0B | $2.2B | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $105.6M | — |
| Free Cash FlowOCF − Capex | $103.0M | $114.0M |
| FCF MarginFCF / Revenue | 34.9% | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | $368.4M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $105.6M | — | ||
| Q4 25 | $107.3M | $101.0M | ||
| Q3 25 | $84.2M | $64.0M | ||
| Q2 25 | $90.7M | $127.0M | ||
| Q1 25 | $105.6M | $124.0M | ||
| Q4 24 | $83.3M | $58.0M | ||
| Q3 24 | $56.3M | $25.0M | ||
| Q2 24 | $62.4M | $103.0M |
| Q1 26 | $103.0M | $114.0M | ||
| Q4 25 | $96.6M | $95.0M | ||
| Q3 25 | $79.4M | $58.0M | ||
| Q2 25 | $89.5M | $120.0M | ||
| Q1 25 | $104.3M | $117.0M | ||
| Q4 24 | $81.4M | $50.0M | ||
| Q3 24 | $53.1M | $16.0M | ||
| Q2 24 | $56.8M | $91.0M |
| Q1 26 | 34.9% | 25.3% | ||
| Q4 25 | 34.1% | 22.0% | ||
| Q3 25 | 29.2% | 9.4% | ||
| Q2 25 | 35.5% | 19.4% | ||
| Q1 25 | 45.2% | 27.5% | ||
| Q4 24 | 38.8% | 13.1% | ||
| Q3 24 | 27.6% | 3.0% | ||
| Q2 24 | 31.9% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 1.8% | 1.0% | ||
| Q2 25 | 0.5% | 1.1% | ||
| Q1 25 | 0.6% | 1.6% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.7% | 1.7% | ||
| Q2 24 | 3.1% | 2.2% |
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.56× | 101.00× | ||
| Q3 25 | 0.29× | 0.60× | ||
| Q2 25 | 2.02× | 1.14× | ||
| Q1 25 | 3.01× | 3.35× | ||
| Q4 24 | 5.99× | 6.44× | ||
| Q3 24 | 2.41× | 0.25× | ||
| Q2 24 | 2.56× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DUOL
| Bookings | $283.5M | 96% |
| Other | $12.0M | 4% |
FTDR
Segment breakdown not available.
