DUOLINGO, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 222.7 USD | +3.64% |
|
+11.25% | -1.85% |
| Apr. 22 | Duolingo, Inc.(NasdaqGS:DUOL) added to S&P 1000 | CI |
| Apr. 22 | Duolingo, Inc.(NasdaqGS:DUOL) added to S&P 400 Consumer Discretionary | CI |
Valuation
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 3,976 | 2,857 | 9,531 | 9,594 | - | - |
| Enterprise Value (EV) 1 | 3,422 | 2,273 | 8,783 | 8,621 | 8,454 | 7,819 |
| P/E ratio | -41.3 x | -47.1 x | 648 x | 187 x | 99.8 x | 50.8 x |
| Yield | - | - | - | - | - | - |
| Capitalization / Revenue | 15.9 x | 7.73 x | 17.9 x | 13.2 x | 10.4 x | 8.04 x |
| EV / Revenue | 13.6 x | 6.15 x | 16.5 x | 11.8 x | 9.14 x | 6.55 x |
| EV / EBITDA | -3,210 x | 147 x | 93.8 x | 52 x | 35.4 x | 25.3 x |
| EV / FCF | - | - | 60.9 x | 39.7 x | 30.1 x | 21.8 x |
| FCF Yield | - | - | 1.64% | 2.52% | 3.32% | 4.59% |
| Price to Book | - | - | - | 11.2 x | 8.33 x | 6.1 x |
| Nbr of stocks (in thousands) | 37,472 | 40,170 | 42,014 | 43,086 | - | - |
| Reference price 2 | 106.1 | 71.13 | 226.8 | 222.7 | 222.7 | 222.7 |
| Announcement Date | 3/3/22 | 2/28/23 | 2/28/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | - | 250.8 | 369.5 | 531.1 | 727.7 | 924.8 | 1,193 |
| EBITDA 1 | - | -1.066 | 15.46 | 93.68 | 165.7 | 238.7 | 308.8 |
| EBIT 1 | - | -60.01 | -65.2 | -13.26 | 39.7 | 87.89 | 45 |
| Operating Margin | - | -23.93% | -17.64% | -2.5% | 5.45% | 9.5% | 3.77% |
| Earnings before Tax (EBT) 1 | - | -59.96 | -58.64 | 17.78 | 60.66 | 114.9 | 204.2 |
| Net income 1 | -15.78 | -60.14 | -59.57 | 16.07 | 61 | 116 | 232.9 |
| Net margin | - | -23.98% | -16.12% | 3.03% | 8.38% | 12.54% | 19.52% |
| EPS 2 | -1.240 | -2.570 | -1.510 | 0.3500 | 1.193 | 2.230 | 4.380 |
| Free Cash Flow 1 | - | - | - | 144.3 | 217.1 | 280.7 | 359.2 |
| FCF margin | - | - | - | 27.16% | 29.83% | 30.36% | 30.1% |
| FCF Conversion (EBITDA) | - | - | - | 154.01% | 131.01% | 117.62% | 116.33% |
| FCF Conversion (Net income) | - | - | - | 897.95% | 355.91% | 242.01% | 154.2% |
| Dividend per Share 2 | - | - | - | - | - | - | - |
| Announcement Date | 4/30/21 | 3/3/22 | 2/28/23 | 2/28/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 63.6 | 73.01 | 81.22 | 88.39 | 96.06 | 103.8 | 115.7 | 126.8 | 137.6 | 151 | 165.2 | 176.8 | 187.3 | 197.9 | 212.1 |
| EBITDA 1 | -5.968 | 0.329 | 3.946 | 4.198 | 2.13 | 5.183 | 15.11 | 20.87 | 22.5 | 35.2 | 36.86 | 38.3 | 41.87 | 48.95 | 49.75 |
| EBIT 1 | -27.14 | -17.42 | -11.85 | -15.03 | -19.98 | -18.15 | -8.519 | -4.865 | -4.67 | 4.795 | 7.39 | 7.24 | 9.291 | 15.73 | 18.35 |
| Operating Margin | -42.68% | -23.85% | -14.59% | -17.01% | -20.8% | -17.48% | -7.37% | -3.84% | -3.39% | 3.18% | 4.47% | 4.1% | 4.96% | 7.95% | 8.65% |
| Earnings before Tax (EBT) 1 | -28.92 | -17.41 | -12.13 | -14.9 | -18.39 | -13.21 | -2.698 | 2.41 | 2.932 | 15.13 | 12.52 | 12.47 | 14.51 | 21.16 | 24.05 |
| Net income 1 | -28.97 | -17.52 | -12.15 | -15.04 | -18.44 | -13.93 | -2.582 | 3.725 | 2.807 | 12.12 | 13.18 | 13.01 | 15.29 | 21.54 | 28.82 |
| Net margin | -45.55% | -23.99% | -14.96% | -17.02% | -19.2% | -13.42% | -2.23% | 2.94% | 2.04% | 8.03% | 7.98% | 7.36% | 8.17% | 10.89% | 13.59% |
| EPS 2 | -0.9800 | -0.4600 | -0.3100 | -0.3800 | -0.4600 | -0.3500 | -0.0600 | 0.0800 | 0.0600 | 0.2600 | 0.2627 | 0.2409 | 0.2918 | 0.4064 | 0.4750 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 11/10/21 | 3/3/22 | 5/12/22 | 8/4/22 | 11/10/22 | 2/28/23 | 5/9/23 | 8/8/23 | 11/8/23 | 2/28/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - |
| Net Cash position 1 | - | 554 | 585 | 748 | 973 | 1,139 | 1,775 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - |
| Free Cash Flow 1 | - | - | - | 144 | 217 | 281 | 359 |
| ROE (net income / shareholders' equity) | - | -27.8% | - | 2.68% | 11.7% | 19.4% | 21.5% |
| ROA (Net income/ Total Assets) | - | - | - | - | 10% | 14.8% | - |
| Assets 1 | - | - | - | - | 610 | 783.8 | - |
| Book Value Per Share 2 | - | - | - | - | 19.90 | 26.70 | 36.50 |
| Cash Flow per Share 2 | - | 0.3900 | 1.360 | - | 4.950 | 6.460 | - |
| Capex 1 | - | 3.59 | 5.56 | 3.19 | 4.16 | 4.67 | 7.94 |
| Capex / Sales | - | 1.43% | 1.51% | 0.6% | 0.57% | 0.5% | 0.67% |
| Announcement Date | 4/30/21 | 3/3/22 | 2/28/23 | 2/28/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
222.7
USD
Average target price
250.8
USD
Spread / Average Target
+12.65%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -1.85% | 9.59B | |
| +18.66% | 414B | |
| +15.27% | 242B | |
| +12.15% | 144B | |
| +20.63% | 104B | |
| +17.19% | 83.87B | |
| +54.11% | 57.64B | |
| +33.59% | 53.37B | |
| +6.02% | 37.83B | |
| +15.88% | 32.51B |
- Stock Market
- Equities
- DUOL Stock
- Financials Duolingo, Inc.
