Added to YB: 2024-09-05
Pitch date: 2024-09-03
DUOL [bullish]
Duolingo, Inc.
-7.74%
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
$9.1B
Pitch Price
$202.44
Price Target
306.00 (+64%)
Dividend
N/A
EV/EBITDA
58.74
P/E
24.43
EV/Sales
8.35
Sector
Diversified Consumer Services
Category
growth
Duolingo: The British Cycling Team of SaaS
DUOL: Language learning app w/ maniacal focus on A/B testing & marginal gains. 40%+ rev growth, improving margins (40% FCF Q4), strong user growth & engagement. Rule of 40 score 67.6, highest in SaaS. Undervalued at current P/S vs peers. $306 PT (44% upside). AI risk, but no impact on margins yet.
Read full article (8 min)