Added to YB: 2025-11-24
Pitch date: 2025-11-20
DUOL [neutral]
Duolingo, Inc.
+17%
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
$8.4B
Pitch Price
$167.75
Price Target
258.00 (+31%)
Dividend
N/A
EV/EBITDA
54.13
P/E
22.72
EV/Sales
7.69
Sector
Diversified Consumer Services
Category
growth
Show full summary:
Duolingo Took a Nose Dive — My Updated Valuation
DUOL (update): Down 46% since last article. Q4 bookings guided to only 19% growth as mgmt prioritizes user growth over monetization. At 200M MAUs in 4-6yrs (15%-10% growth), 8.5% conversion, $100 ARPU, 25% margins = $10.6B market cap vs $7B today. 11% IRR over 4yrs, 7% over 6yrs.
Read full article (2 min)