DUOL vs ETSY

Duolingo reported a strong Q1 2026 revenue beat, up 27% YoY, and continued robust DAU growth of 21%. The company maintains market leadership, an excellent balance sheet with over $1B cash and no debt, and plans for continued share repurchases. Its strategic vision leveraging AI for personalization and vast TAM remain compelling for long-term 10x potential. However, the Q1 EPS significantly missed ...

Etsy demonstrates improved operational execution and financial health, justifying an increased score. Q1 2026 results showed a significant EPS beat (+93.5% YoY), strong Adj. EBITDA margin (29.3%), and robust free cash flow, doubling conversion YoY. Critically, the core Etsy Marketplace GMS re-accelerated to +5.5% YoY, and active buyers grew sequentially for the first time in two years, addressing ...