Added to YB: 2025-09-30
Pitch date: 2025-09-27
DUOL [neutral]
Duolingo, Inc.
-68.95%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$4.5B
Pitch Price
$320.08
Price Target
383.00 (+285%)
Dividend
N/A
EV/EBITDA
20.64
P/E
11.22
EV/Sales
3.35
Sector
Diversified Consumer Services
Category
growth
Show full summary:
Duolingo, Inc. – A Rule of 70 Facing AI Disruption (A Deep Dive)
DUOL hold: Dominant language app w/ 44% revenue CAGR since IPO, Rule of 70 biz (40%+ growth, 30%+ FCF margins). Expanding into math/chess, strong Q2 w/ 41% revenue growth, 31% EBITDA margin. Major risk: AI translation disruption already cut shares 40% from highs. At 95x P/E, only 6% IRR potential. Target $383, buy below $260.
Read full article (35 min)