Added to YB: 2025-11-11
Pitch date: 2025-11-06
DUOL [neutral]
Duolingo, Inc.
-41.83%
current return
Author Info
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$5.2B
Pitch Price
$191.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.34
P/E
13.95
EV/Sales
4.31
Sector
Diversified Consumer Services
Category
growth
Duolingo: Entering the Fortune-Making Zone (Q3 earnings)
DUOL (earnings): Market confuses natural DAU slowdown with ChatGPT disruption. AI-native co w/ strong retention intact per CFO. Historical pattern shows cyclical growth, not linear. FCF margin trends up beautifully. Mgmt prioritizing teaching quality over monetization, similar to past 3yr period w/ 55% user growth, 45% booking growth. Energy feature boosting DAUs & bookings. AI accelerating iteration speed for faster improvement in learning outcomes. Entering fortune-making zone as fundamentals disconnect from price.
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