vs
Side-by-side financial comparison of Duolingo, Inc. (DUOL) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
Duolingo, Inc. is the larger business by last-quarter revenue ($295.5M vs $197.3M, roughly 1.5× SIMMONS FIRST NATIONAL CORP). On growth, Duolingo, Inc. posted the faster year-over-year revenue change (27.0% vs 19.6%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $103.0M). Over the past eight quarters, Duolingo, Inc.'s revenue compounded faster (28.7% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
DUOL vs SFNC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $295.5M | $197.3M |
| Net Profit | $35.1M | — |
| Gross Margin | 55.5% | — |
| Operating Margin | 8.0% | — |
| Net Margin | 11.9% | — |
| Revenue YoY | 27.0% | 19.6% |
| Net Profit YoY | 24.0% | — |
| EPS (diluted) | $0.72 | $0.36 |
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 | — | ||
| Q4 25 | $282.9M | $197.3M | ||
| Q3 25 | $271.7M | $186.7M | ||
| Q2 25 | $252.3M | $214.2M | ||
| Q1 25 | $230.7M | $209.6M | ||
| Q4 24 | $209.6M | $208.5M | ||
| Q3 24 | $192.6M | $174.8M | ||
| Q2 24 | $178.3M | $197.2M |
| Q1 26 | $35.1M | — | ||
| Q4 25 | $42.0M | — | ||
| Q3 25 | $292.2M | $-562.8M | ||
| Q2 25 | $44.8M | $54.8M | ||
| Q1 25 | $35.1M | $32.4M | ||
| Q4 24 | $13.9M | — | ||
| Q3 24 | $23.4M | $24.7M | ||
| Q2 24 | $24.4M | $40.8M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 72.8% | — | ||
| Q3 25 | 72.5% | — | ||
| Q2 25 | 72.4% | — | ||
| Q1 25 | 71.1% | — | ||
| Q4 24 | 71.9% | — | ||
| Q3 24 | 72.9% | — | ||
| Q2 24 | 73.4% | — |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 12.9% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 10.5% | — |
| Q1 26 | 11.9% | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 107.5% | -301.5% | ||
| Q2 25 | 17.8% | 25.6% | ||
| Q1 25 | 15.2% | 15.5% | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 12.1% | 14.1% | ||
| Q2 24 | 13.7% | 20.7% |
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.99 | $0.36 | ||
| Q3 25 | $5.95 | $-4.00 | ||
| Q2 25 | $0.91 | $0.43 | ||
| Q1 25 | $0.72 | $0.26 | ||
| Q4 24 | $0.31 | $0.38 | ||
| Q3 24 | $0.49 | $0.20 | ||
| Q2 24 | $0.51 | $0.32 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $1.3B | $3.4B |
| Total Assets | $2.0B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $976.2M | — | ||
| Q1 25 | $884.0M | — | ||
| Q4 24 | $785.8M | — | ||
| Q3 24 | $854.4M | — | ||
| Q2 24 | $888.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.4B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $977.0M | $3.5B | ||
| Q1 25 | $893.8M | $3.5B | ||
| Q4 24 | $824.5M | $3.5B | ||
| Q3 24 | $822.5M | $3.5B | ||
| Q2 24 | $766.9M | $3.5B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $24.5B | ||
| Q3 25 | $1.9B | $24.2B | ||
| Q2 25 | $1.5B | $26.7B | ||
| Q1 25 | $1.4B | $26.8B | ||
| Q4 24 | $1.3B | $26.9B | ||
| Q3 24 | $1.2B | $27.3B | ||
| Q2 24 | $1.1B | $27.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $103.0M | $411.4M |
| FCF MarginFCF / Revenue | 34.9% | 208.5% |
| Capex IntensityCapex / Revenue | — | 19.3% |
| Cash ConversionOCF / Net Profit | 3.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | $368.4M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $105.6M | — | ||
| Q4 25 | $107.3M | $449.5M | ||
| Q3 25 | $84.2M | $223.4M | ||
| Q2 25 | $90.7M | $77.6M | ||
| Q1 25 | $105.6M | $32.8M | ||
| Q4 24 | $83.3M | $425.9M | ||
| Q3 24 | $56.3M | $199.4M | ||
| Q2 24 | $62.4M | $86.1M |
| Q1 26 | $103.0M | — | ||
| Q4 25 | $96.6M | $411.4M | ||
| Q3 25 | $79.4M | $216.7M | ||
| Q2 25 | $89.5M | $66.3M | ||
| Q1 25 | $104.3M | $22.6M | ||
| Q4 24 | $81.4M | $380.4M | ||
| Q3 24 | $53.1M | $187.7M | ||
| Q2 24 | $56.8M | $72.7M |
| Q1 26 | 34.9% | — | ||
| Q4 25 | 34.1% | 208.5% | ||
| Q3 25 | 29.2% | 116.1% | ||
| Q2 25 | 35.5% | 31.0% | ||
| Q1 25 | 45.2% | 10.8% | ||
| Q4 24 | 38.8% | 182.5% | ||
| Q3 24 | 27.6% | 107.4% | ||
| Q2 24 | 31.9% | 36.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 19.3% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 0.5% | 5.3% | ||
| Q1 25 | 0.6% | 4.8% | ||
| Q4 24 | 0.9% | 21.8% | ||
| Q3 24 | 1.7% | 6.7% | ||
| Q2 24 | 3.1% | 6.8% |
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.56× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 2.02× | 1.42× | ||
| Q1 25 | 3.01× | 1.01× | ||
| Q4 24 | 5.99× | — | ||
| Q3 24 | 2.41× | 8.06× | ||
| Q2 24 | 2.56× | 2.11× |
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% |
SFNC
Segment breakdown not available.
