Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Duolingo, Inc.

DUOL · Nasdaq · Technology

Fundamental quality

EXCELLENT

94

out of 100

Duolingo, Inc. fits the profile of a quality compounder: it pairs high return on capital (ROE 30.3%) with wide margins (net margin 38.4%) and a business that keeps growing (44.1% a year). On fundamental quality it scores 94 out of 100, profiling it as a company with solid fundamentals. Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Duolingo is the world's most-downloaded language app, with a freemium model: learn free with ads or pay to subscribe. Its engine is an addictive product (streaks, gamification) that converts free users into subscribers.

What will shape its future

  • User growth and paid conversion, the model's two levers.
  • AI: it makes content cheaper to build and powers premium features, but also lowers the bar for competitors.
  • Expansion beyond languages (math, music), which widens its addressable market.

Breakdown by area

I.Growth
95

EPS growth: 150% · Revenue growth: 44.1%

II.Profitability
93

Net margin: 38.4% · ROE: 30.3%

III.Financial health
95

Net debt/EBITDA: -6.64x · FCF: 37.9%

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength, and here its pillars hold up evenly.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Strengths

  • Growing earnings per share (150% annualized).
  • Excellent free-cash-flow generation (FCF margin of 37.9%): profit turns into real cash.
  • Revenue growing strongly (44.1% annualized).
  • High gross margin (72.7%), pointing to pricing power.

Risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Historical evolution

YearRevenueNet incomeFree cash flowNet debt
2020162-1614-120
2021251-606-554
2022369-6048-608
202353116150-748
202474889273-786
20251,038414370-1,036

Between 2020 and 2025, revenue went from $162M to $1,038M (+542%) and net income went from -$16M to $414M (+2725%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

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Is Duolingo, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Duolingo, Inc. a good company to invest in?

In terms of business quality, Duolingo, Inc. scores 94 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Duolingo, Inc. a profitable company?

Very. Duolingo, Inc. shows a net margin of 38.4% and an ROE of 30.3%, typical of a highly profitable business.

Does Duolingo, Inc. have a lot of debt?

No. Duolingo, Inc. has a net cash position: more cash than debt.

Is Duolingo, Inc. growing?

Its revenue has grown 44.1% annualized in recent years and its earnings per share 150%, and without interruption since 2020.

Does Duolingo, Inc. generate cash?

Yes. It converts about 37.9% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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