Duolingo, Inc.

NASDAQ•DUOL

CEO: Dr. Luis Alfonso von Ahn Arellano Ph.D.

板块: Technology

行业: Software - Application

上市日期: 2021-07-28

Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers courses in 40 different languages, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app. It also provides a digital English language proficiency assessment exam. Duolingo, Inc. was incorporated in 2011 and is headquartered in Pittsburgh, Pennsylvania.

联系方式

5900 Penn Avenue, Pittsburgh, PA, 15206, United States

412-567-6602

www.duolingo.com

市值

$4.52B

市盈率 (TTM)

10.8

61.9

股息率

52周最高

$544.93

52周最低

$91.61

52周范围

排名34Top 27.8%

4.7

F-Score

改良版 Piotroski 分析

基于 6 年期基本面

一般 • 4.7 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2020-2025

财务仪表盘

Q4 2025 数据

营业收入

$282.87M+0.00%

近4季度走势

每股收益

$0.90+0.00%

近4季度走势

自由现金流

$103.46M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

Strong Revenue Growth Total Revenues reached $1.038 B, increasing 39% for the year ended December 31, 2025, driven by subscription growth.

Net Income Soars Net Income $414.1 M, over 100% increase, benefiting from $256.7 M one-time income tax benefit release.

User Engagement Accelerates DAUs grew 30% to 52.7 M, driven by retention focus and product engagement initiatives across the platform.

Cash Flow Strength Free Cash Flow increased 36% to $360.4 M, reflecting strong operating cash generation capabilities and liquidity position.

关注风险

User Retention Harm Failure to keep existing users or convert them to paying subscribers significantly harms revenue, financial results, and business.

Intense Competition Online language learning industry is highly competitive with low switching costs and constant stream of new entrants.

Third-Party Platform Reliance Reliance on Apple App Store and Google Play Store for distribution and payments; adverse changes impact operations.

AI Technology Risks Unsuccessful development or implementation of AI/ML technologies may impair ability to compete effectively or cause reputational harm.

前瞻展望

Platform Scope Expansion Expanding platform beyond languages into Math, Music, and Chess courses to further addressable market opportunity.

AI Investment Focus Actively managing increased investment in computing infrastructure and AI capabilities to enhance learning experiences at scale.

Capital Allocation Strategy Board authorized up to $400 M share repurchase program to manage dilution and return capital to stockholders.

Flywheel Growth Strategy Leveraging learning and investment flywheels to drive organic growth, improve efficacy, and widen competitive moat.

同行对比

营业收入 (TTM)

KSPI

$7.70B

+59.1%

QXO

$6.84B

+11938.9%

LOGI

$4.77B

+4.6%

毛利率 (最新季度)

BSY

81.9%

+0.1pp

81.4%

+0.4pp

DOCU

79.7%

-0.1pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
KSPI	$13.95B	6.3	50.1%	3.1%
QXO	$13.68B	-0.4	-3.2%	28.2%
LOGI	$13.46B	19.3	32.0%	2.2%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

7.0%

稳定增长

4季度净利润复合增长率

6.1%

盈利能力稳步提升

现金流稳定性

100%

现金流表现优异

深度研究

下次财报:2026年4月29日

每股收益:$1.78

营业收入:$288.59M

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据