Added to YB: 2025-11-14
Pitch date: 2025-11-09
DUOL [bullish]
Duolingo, Inc.
-3.21%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
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
$202.79
Price Target
224.00 (+14%)
Dividend
N/A
EV/EBITDA
54.13
P/E
22.72
EV/Sales
7.69
Sector
Diversified Consumer Services
Category
growth
Duolingo: Great Business At A Fair Value
DUOL: Sticky engagement-driven language app (not education co) w/ 135M MAUs, 8.5% conversion rate. 5x revenue growth to $964M, 36% FCF margin. AI doubled course additions to 148 this yr, 10x faster dev. Dominates $115B market w/ 2% share. Conservative DCF: $224 fair value vs $200 current, 10% undervalued.
Read full article (20 min)