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Duolingo, Inc. Stock Research

DUOL

127.37USD+4.46(+3.63%)Market Closed

Market Summary

USD127.37+4.46
Market Closed
3.63%

DUOL Alerts

DUOL Stock Price

DUOL RSI Chart

DUOL Valuation

Market Cap

1.5B

Price/Earnings (Trailing)

-20.04

Price/Sales (Trailing)

4.82

EV/EBITDA

-12.58

Price/Free Cashflow

44.17

DUOL Price/Sales (Trailing)

DUOL Profitability

Operating Margin

73.09%

EBT Margin

-15.87%

Return on Equity

-10.99%

Return on Assets

-7.97%

Free Cashflow Yield

2.26%

DUOL Fundamentals

DUOL Revenue

Revenue (TTM)

369.5M

Revenue Y/Y

42.2%

Revenue Q/Q

8.08%

DUOL Earnings

Earnings (TTM)

-59.6M

Earnings Y/Y

20.48%

Earnings Q/Q

24.48%

Price Action

52 Week Range

60.50130.50
(Low)(High)

Last 7 days

-2.8%

Last 30 days

31.7%

Last 90 days

67.6%

Trailing 12 Months

80.5%

DUOL Financial Health

Current Ratio

3.84

DUOL Investor Care

Diluted EPS (TTM)

-1.51

Financials for Duolingo

Income Statement (Last 12 Months)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue9.1%369,495,000338,685,000306,215,000276,632,000250,772,000
Gross Profit9.3%270,064,000247,072,000222,826,000200,975,000181,586,000
Operating Expenses7.6%335,259,000311,530,000295,822,000259,415,000241,593,000
  S&GA Expenses7.2%66,967,00062,449,00059,995,00054,337,00059,170,000
  R&D Expenses10.6%150,444,000135,993,000123,362,000111,085,000103,833,000
EBITDA8.3%-53,766,000-58,648,000-69,924,000-55,877,000-57,232,000
EBITDA Margin16.0%-0.15-0.17-0.23-0.20-0.23
Earnings Before Taxes6.7%-58,636,000-62,831,000-73,358,000-58,629,000-59,958,000
EBT Margin14.5%-0.16-0.19-0.24-0.21-0.24
Interest ExpensesNaN%0.000.000.000.000.00
Net Income5.7%-59,574,000-63,161,000-73,686,000-58,817,000-60,135,000
Net Income Margin13.5%-0.16-0.19-0.24-0.21-0.24
Free Cahsflow31.1%48,094,00036,687,00033,433,00020,600,0005,584,000
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets4.7%747714701685661
  Current Assets4.3%697668655641619
    Cash Equivalents1.4%608600591577554
  Net PPE-1.7%13.0013.0013.0010.008.00
Liabilities14.1%205180173164148
  Current Liabilities16.8%182156147136119
Shareholder's Equity1.5%542534528521513
  Retained Earnings-6.4%-230-216-198-183-170
  Additional Paid-In Capital3.0%773750726704684
Accumulated Depreciation15.7%7.006.006.005.00-
Shares Outstanding-17.00----
Cashflow (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations26.3%54.0042.0038.0025.009.00
  Share Based Compensation8.8%74.0068.0068.0053.0041.00
Cashflow From Investing-37.1%-14.17-10.34-8.28-6.87-6.21
Cashflow From Financing-19.6%15.0018.00447442430
  Buy BacksNaN%0.000.000.000.001.00

Risks for DUOL

What is the probability of a big loss on DUOL?

87.2%


Probability that Duolingo stock will be more than 20% underwater in next one year

81.4%


Probability that Duolingo stock will be more than 30% underwater in next one year.

59.3%


Probability that Duolingo stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does DUOL drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Duolingo was unfortunately bought at previous high price.

Drawdowns

Returns for DUOL

Cumulative Returns on DUOL

Which funds bought or sold DUOL recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-0.03
-70,443
207,557
-%
2023-03-10
BAILLIE GIFFORD & CO
added
5.97
-60,945,700
231,368,000
0.24%
2023-03-06
Rockefeller Capital Management L.P.
reduced
-5.66
-2,000
3,000
-%
2023-02-28
Voya Investment Management LLC
unchanged
-
-217,847
644,153
-%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
unchanged
-
-939,000
2,771,000
0.03%
2023-02-21
MACQUARIE GROUP LTD
sold off
-100
-3,375,000
-
-%
2023-02-21
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
sold off
-100
-
-
-%
2023-02-15
Jasper Ridge Partners, L.P.
unchanged
-
-1,687,910
4,981,090
0.30%
2023-02-15
Chimera Capital Management LLC
new
-
777,380
777,380
0.22%
2023-02-15
ALLIANCEBERNSTEIN L.P.
unchanged
-
-679,134
2,005,870
-%

1–10 of 43

Latest Funds Activity

Are funds buying DUOL calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own DUOL
No. of Funds

Duolingo News

Seeking Alpha

Hot Stocks: LAZR downgrade; VORB jumps; AAP sets 52-week low ....

Seeking Alpha,
13 hours ago

Investor's Business Daily

Investor's Business Daily

Nasdaq

Investor's Business Daily

InvestorsObserver

The Motley Fool

Schedule 13G FIlings of Duolingo

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 15, 2023
duolingo, inc.
10.7%
3,752,989
SC 13G
Feb 15, 2023
duolingo, inc.
10.8%
3,802,055
SC 13G
Feb 14, 2023
foxhaven asset management, lp
4.0%
1,251,006
SC 13G/A
Feb 14, 2023
gilder gagnon howe & co llc
2.8%
879,103
SC 13G/A
Feb 14, 2023
newview capital fund i, l.p.
3.2%
1e+06
SC 13G/A
Feb 13, 2023
durable capital partners lp
13.3%
4,156,738
SC 13G/A
Feb 13, 2023
general atlantic, l.p.
4.7%
1,479,294
SC 13G/A
Feb 09, 2023
vanguard group inc
7.86%
2,459,432
SC 13G
Feb 07, 2023
blackrock inc.
6.6%
2,050,732
SC 13G
Feb 03, 2023
kpcb digital growth fund, llc
0%
0
SC 13G/A

DUOL Fair Value

Recent SEC filings of Duolingo

View All Filings
Date Filed Form Type Document
Mar 08, 2023
4
Insider Trading
Mar 08, 2023
4
Insider Trading
Mar 07, 2023
4
Insider Trading
Mar 06, 2023
4
Insider Trading
Mar 06, 2023
4
Insider Trading
Mar 03, 2023
4
Insider Trading
Mar 03, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading

Latest Insider Trading transactions for DUOL

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-03-07
Chen Stephen C.
sold
-1,398,370
130
-10,748
general counsel
2023-03-07
Meese Robert
sold
-650,536
130
-5,000
chief business officer
2023-03-07
Chen Stephen C.
acquired
154,986
14.42
10,748
general counsel
2023-03-06
Skaruppa Matthew
sold
-1,502,340
125
-12,000
chief financial officer
2023-03-06
Skaruppa Matthew
acquired
173,040
14.42
12,000
chief financial officer
2023-03-03
Clemens Sara
acquired
162,700
16.27
10,000
-
2023-03-03
von Ahn Luis
sold
-18,166,400
118
-153,514
president & ceo, co-founder
2023-03-03
von Ahn Luis
acquired
-
-
153,514
president & ceo, co-founder
2023-03-03
Clemens Sara
sold
-2,365,730
118
-20,000
-
2023-03-02
Glance Natalie
sold
-3,195,320
118
-27,000
chief engineering officer

1–10 of 50

Luis v. Ahn
500
Duolingo, Inc. develops a language-learning website and mobile app in the United States and China. The company offers courses in 40 different languages, including Spanish, English, French, Japanese, German, Italian, Chinese, Portuguese, and others. It also provides a digital language proficiency assessment exam. The company was incorporated in 2011 and is headquartered in Pittsburgh, Pennsylvania.

DUOL Income Statement

2022-12-31
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Income Statement [Abstract]   
Revenues$ 369,495$ 250,772$ 161,696
Cost of revenues99,43169,18645,987
Gross profit270,064181,586115,709
Operating expenses:   
Research and development150,444103,83353,024
Sales and marketing66,96759,17034,983
General and administrative117,84878,59043,713
Total operating expenses335,259241,593131,720
Loss from operations(65,195)(60,007)(16,011)
Other income131318157
Other expense(807)(288)(85)
Other (expense) income, net(676)3072
Loss before interest income and provision for income taxes(65,871)(59,977)(15,939)
Interest income7,23519231
Loss before provision for income taxes(58,636)(59,958)(15,708)
Provision for income taxes93817768
Net loss(59,574)(60,135)$ (15,776)
Net comprehensive loss$ (59,574)$ (60,135) 
Net loss per share attributable to Class A and Class B common stockholders, basic (in usd per share)$ (1.51)$ (2.57)$ (1.24)
Net loss per share attributable to Class A and Class B common stockholders, diluted (in usd per share)$ (1.51)$ (2.57)$ (1.24)

DUOL Balance Sheet

2022-12-31
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2022
Dec. 31, 2021
Current assets  
Cash and cash equivalents$ 608,180$ 553,922
Accounts receivable46,72833,163
Deferred cost of revenues35,04124,219
Prepaid expenses and other current assets7,2347,967
Total current assets697,183619,271
Assets, Noncurrent  
Property and equipment, net12,9698,211
Goodwill4,0500
Intangible assets, net8,4974,566
Operating lease right-of-use assets22,50828,369
Deferred tax assets6330
Other assets1,507894
Total assets747,347661,311
Current liabilities  
Accounts payable1,1777,818
Deferred revenues157,55098,267
Income tax payable1,069113
Accrued expenses and other current liabilities21,97012,933
Total current liabilities181,766119,131
Liabilities, Noncurrent  
Long-term obligation under operating leases23,50329,124
Total liabilities205,269148,255
Commitments and contingencies (Note 10)
Stockholders’ equity  
Class A common stock, $0.0001 par value; 2,000,000 shares authorized as of December 31, 2022 and 2021; 31,899 and 16,645 issued and outstanding at December 31, 2022 and 2021, respectively Class B common stock, $0.0001 par value; 30,000 shares authorized as of December 31, 2022 and 2021; 8,462 and 21,627 issued and outstanding at December 31, 2022 and 2021, respectively44
Additional paid-in capital772,562683,966
Accumulated deficit(230,488)(170,914)
Total stockholders’ equity542,078513,056
Total liabilities, convertible preferred stock and stockholders' equity$ 747,347$ 661,311