Added to YB: 2025-08-25
Pitch date: 2025-08-20
DUOL [neutral]
Duolingo, Inc.
-66.99%
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
$5.2B
Pitch Price
$336.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.34
P/E
13.95
EV/Sales
4.31
Sector
Diversified Consumer Services
Category
growth
Duolingo: Is AI Really a Threat, or Its Biggest Growth Catalyst?
DUOL (overview): Global edtech leader with 128M MAUs & 40% DAU growth. Revenue +41.5% YoY with AI expanding margins. Strong moat via brand & scale. 8% paid users on Max tier, generating highest LTV. Trades at 12.7x EV/S with 35.8% 2025 growth forecast. Operates in $220B TAM with just 0.34% penetration.
Read full article (12 min)