Added to YB: 2026-02-20
Pitch date: 2026-02-18
DUOL [neutral]
Duolingo, Inc.
-1.65%
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
$112.97
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
Show full summary:
A little February ramble on software - Quick thoughts on Duolingo
DUOL (pass): MAUs/DAUs climbing, penetration ~9% (stalled vs Spotify's 40%), ARPU near ceiling. Revenue growth strong but decelerating. Down 75% YTD yet still expensive at 30x FY25 EV/EBITDA-SBC, 15x FY26. LLM threat looms over sector. No insider buying. Pass on valuation.
Read full article (3 min)