Added to YB: 2026-09-16
Pitch date: 2026-09-13
DUOL [bullish]
Duolingo, Inc.
+2.44%
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
$6.7B
Pitch Price
$147.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.46
P/E
17.13
EV/Sales
4.80
Sector
Diversified Consumer Services
Category
growth
Duolingo: An Undervalued Learning Platform With Operating Leverage
DUOL: Duolingo combines strong consumer-education engagement with AI-enabled personalization and operating leverage: 2025 revenue rose 39%, operating expenses 27% and operating income 116% to $136M. The shares trade at 6x sales versus 21x at the peak. The upside depends on converting a targeted 100M daily users into more paid subscribers; currently only 23% of daily users pay, while low switching costs and potential substitution by generative AI remain risks.
Read full article (8 min)