Added to YB: 2026-03-11
Pitch date: 2026-03-08
DUOL [neutral]
Duolingo, Inc.
-5.85%
current return
Author Info
No bio for this author
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$4.8B
Pitch Price
$100.82
Price Target
240.00 (+143%)
Dividend
N/A
EV/EBITDA
22.23
P/E
11.89
EV/Sales
3.61
Sector
Diversified Consumer Services
Category
growth
Duolingo: Cheap Enough to Become a Multibagger?
DUOL (overview): At $5B mkt cap & <20x FCF w/ 30%+ rev growth, looks attractive w/ founder-led brand & gamification moat. But yellow flags: DAU growth outpacing paid conversions, FY26 guide slashed to 15% growth (from 40%), 50% rev from 20% of users (US), unclear stickiness. Bull: 25% bookings growth, 30% FCF margin → $240 PT (~30% IRR). Bear: 10% growth, 15% margin → $58 PT (negative return). Too many risks for conviction despite cheap valuation.
Read full article (14 min)