Added to YB: 2025-04-09
Pitch date: 2025-04-07
DUOL [neutral]
Duolingo, Inc.
-38.24%
current return
Author Info
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Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$8.4B
Pitch Price
$317.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.13
P/E
22.72
EV/Sales
7.69
Sector
Diversified Consumer Services
Category
growth
Duolingo: Scaling EdTech with Gamified Learning and Massive Market Potential
DUOL (deep dive): Edtech leader w/ 40M DAU (+51% YoY), 9.5M paid subs (+44% YoY). Strong billings (+42% YoY) & net new ARR (+44% YoY). Expanding to math/music. AI-driven content creation. 73% GM, 25% OM. Valuation reasonable given 33% rev growth forecast. Risks: margin pressure, high dilution. TAM: $115B language market by 2025.
Read full article (12 min)