VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Duolingo, Inc. vs General Dynamics Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Duolingo, Inc.

DUOL · NASDAQ

Market cap (USD)$8.6B
Gross margin (TTM)72%
Operating margin (TTM)11%
Net margin (TTM)40%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-01-06
Moat score
68/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Duolingo, Inc.'s moat claims, evidence, and risks.

View DUOL analysis

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$95.9B
Gross margin (TTM)15.3%
Operating margin (TTM)10.3%
Net margin (TTM)8.2%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-29
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: General Dynamics Corporation leads (80 / 100 vs 68 / 100 for Duolingo, Inc.).
  • Segment focus: Duolingo, Inc. has 2 segments (93.9% in Duolingo App); General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Competitive vs Duopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Duolingo, Inc. has 6 moat types across 3 domains; General Dynamics Corporation has 11 across 3.

Primary market context

Duolingo, Inc.

Duolingo App

Market

Mobile-first, freemium language learning and adjacent subjects (math, music)

Geography

Global

Customer

Consumers (end-users); advertisers

Role

Digital learning platform / content & software publisher

Revenue share

93.9%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Side-by-side metrics

Duolingo, Inc.
General Dynamics Corporation
Ticker / Exchange
DUOL - NASDAQ
GD - New York Stock Exchange
Market cap (USD)
$8.6B
$95.9B
Gross margin (TTM)
72%
15.3%
Operating margin (TTM)
11%
10.3%
Net margin (TTM)
40%
8.2%
Sector
Technology
Industrials
Industry
Software - Application
Aerospace & Defense
HQ country
US
US
Primary segment
Duolingo App
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Competitive
Duopoly
Market share
n/a
45%-55% (estimated)
HHI estimate
n/a
5,000
Pricing power
Moderate
Weak
Moat score
68 / 100
80 / 100
Moat domains
Network, Demand, Supply
Demand, Supply, Legal
Last update
2026-01-06
2025-12-29

Moat coverage

Shared moat types

Brand TrustDesign In Qualification

Duolingo, Inc. strengths

Data Network EffectsHabit DefaultScope EconomiesOperational Excellence

General Dynamics Corporation strengths

Service Field NetworkRegulated Standards PipeCapex Knowhow ScaleLong Term ContractsGovernment Contracting RelationshipsProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

Segment mix

Duolingo, Inc. segments

Full profile >

Duolingo App

Competitive

93.9%

Duolingo English Test

Oligopoly

6.1%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.