Added to YB: 2025-11-27
Pitch date: 2025-11-25
DUOL [neutral]
Duolingo, Inc.
-37.67%
current return
Author Info
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
$178.26
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: Down 70% from Top to Bottom — and Why That’s the Opportunity.
DUOL (update): Down 70% since May 2025 on AI disruption fears, but fundamentals show AI as tailwind. DAU/MAU ratio rising since ChatGPT launch (Nov 2022), unlike truly disrupted Chegg. FCF per share accelerating despite temporary DAU growth deceleration. Parallels Netflix 2022 drawdown before 490% rally. Proprietary learning data creates AI moat, positioning as global education OS.
Read full article (5 min)