Added to YB: 2026-05-20
Pitch date: 2026-03-15
DUOL [bullish]
Duolingo, Inc.
+15.87%
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
$5.2B
Pitch Price
$98.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.28
P/E
12.84
EV/Sales
3.70
Sector
Diversified Consumer Services
Category
value
Duolingo, Inc. - $DUOL
DUOL: Founder-led language learning platform, 52M DAU, 85% market share. Trades at 10% FCF yield ($360M FCF on $3.6B EV) despite pristine balance sheet ($1B cash, zero debt). Market penalizing mgmt for prioritizing long-term user growth over near-term monetization. 12% bookings growth guides floor. AI enhances product (video calls), lowers costs. 15-30% IRR potential as fears of saturation/AI disruption prove overblown. Risk: monetization stalls or market saturation deeper than expected.
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