Added to YB: 2025-07-09
Pitch date: 2025-07-07
DUOL [bullish]
Duolingo, Inc.
-53.54%
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
$400.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.74
P/E
24.43
EV/Sales
8.35
Sector
Diversified Consumer Services
Category
growth
Duolingo: Scaling EdTech with Massive Market Potential — But Can AI Disrupt It?
DUOL: Educational app with 103M MAUs & 10M paid subscribers, showing strong growth (38% revenue, +48% DAUs). Best-in-class CAC (4.6 months), 70%+ margins, 1.5 RDI score. Leveraging AI for expansion into math, music, chess. Rich 15.9x EV/S reflects growth, but reasonable vs strong metrics & $220B TAM.
Read full article (13 min)