Added to YB: 2026-01-09
Pitch date: 2026-01-07
DUOL [neutral]
Duolingo, Inc.
+1.09%
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
$8.6B
Pitch Price
$172.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.99
P/E
23.04
EV/Sales
7.81
Sector
Diversified Consumer Services
Category
N/A
Duolingo ($DUOL): The Owl was Resurrected, But for Investors It's Still (Mostly) Dead
DUOL (overvalued): 70% stock decline from $545 peak as growth stalls. 135M MAUs but 80% spend <41sec daily ('Ghost Towns'). Bookings growth below revenue for first time since 2022, deferred revenue depleting faster than replenished. At 40x FCF, needs 18% CAGR decade to justify price vs structural saturation.
Read full article (38 min)