Obermatt

Flags

Earnings warning

Duolingo

NSQ:DUOL · US26603R1068
Diversified Consumer ServicesMedium

360

49
EV / EBIT5
Price / Owner Earnings72
Owner Earnings Yield90
Dividend Yield1
Price/Sales13
EV / Gross Profit50
Price/Book34
Return on Capital50
Cash Return on Capital82
Return on Equity67
EBIT Margin43
Gross Profitability67
Cash Conversion8
Accruals9
Owner Earnings Margin96
Sales growth89
Profit Growth67
Long-Term EPS Growth1
Owner Earnings Growth96
Reinvestment15
Price momentum6
Debt load96
Refinancing47
Debt Payback100
Liquidity1
Analyst ratings14
Opinion Changes50
Price Target Upside4
Market mood93
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Duolingo generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryDiversified Consumer Services
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees1,399
ISINUS26603R1068
Last UpdateApr 2, 2026
Themes
Artificial IntelligenceMachine LearningLanguage LearningA/B TestingEdTechE-learningE-LearningEducationMobile AppsSoftware

Description

Duolingo, Inc. operates as a mobile learning platform. The company also provides digital English language proficiency assessment exam. The company's products are powered by sophisticated data analytics and AI, and delivered with world-class art, ani…

Analysis

Middle-of-the-road

Duolingo, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 13.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 1% a year, against analyst forecasts of -18%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is tepid; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
81
2023202420252026

All-time high

81

Mar 2026

All-time low

47

Jan 2023

Average rank

70

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
13
1
1
3
Price/Earnings
52
3
3
4
Price/Book
34
1
6
30
Dividend Yield
1
1
1
1
Value (overall)
15
1
1
11

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →