Duolingo, Inc.

NasdaqGS:DUOL Stock Report

Market Cap: US$4.7b

Duolingo Management

Management criteria checks 4/4

Duolingo's CEO is Luis von Ahn Arellano, appointed in Aug 2011, has a tenure of 14.58 years. total yearly compensation is $767.25K, comprised of 97.8% salary and 2.2% bonuses, including company stock and options. directly owns 7.14% of the company’s shares, worth $334.46M. The average tenure of the management team and the board of directors is 5.5 years and 5.8 years respectively.

Key information

Luis von Ahn Arellano

Chief executive officer

US$767.3k

Total compensation

CEO salary percentage97.75%
CEO tenure14.6yrs
CEO ownership7.1%
Management average tenure5.5yrs
Board average tenure5.8yrs

Recent management updates

Recent updates

Duolingo: Billion Dollar Business Hiding in Plain Sight

Duolingo just crossed $1 billion in revenue and delivered a 367% surge in net earnings — yet the stock trades at a trailing P/E of just 11x. For a market-leading EdTech platform with 50 million daily active users, that’s a number you’d normally associate with a slow-moving industrial company, not one of the most recognisable consumer brands on the planet.

Duolingo (DUOL): The AI Learning Architect – Trading Profits for a 100M User Vision

Duolingo (DUOL) is currently undergoing its most significant strategic shift since its IPO, transitioning from a monetization-heavy model to a "user-growth first" strategy. This pivot was punctuated by its Q4 2025 earnings report on Thursday, February 26, 2026 , where the company beat expectations with $282.9 million in revenue (up 35% YoY) but issued guidance that sparked a massive sell-off.

AI Is Rocket Fuel For Duolingo

Feb 12

Earnings Working Against Duolingo, Inc.'s (NASDAQ:DUOL) Share Price Following 37% Dive

Feb 05
Earnings Working Against Duolingo, Inc.'s (NASDAQ:DUOL) Share Price Following 37% Dive

Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 27% Price Jump

Oct 09
Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 27% Price Jump

Duolingo (NASDAQ:DUOL) Is Looking To Continue Growing Its Returns On Capital

Jul 11
Duolingo (NASDAQ:DUOL) Is Looking To Continue Growing Its Returns On Capital

Is Duolingo, Inc. (NASDAQ:DUOL) Potentially Undervalued?

Jun 13
Is Duolingo, Inc. (NASDAQ:DUOL) Potentially Undervalued?

Is Now The Time To Put Duolingo (NASDAQ:DUOL) On Your Watchlist?

May 29
Is Now The Time To Put Duolingo (NASDAQ:DUOL) On Your Watchlist?

Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 44% Price Jump

May 03
Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 44% Price Jump

Duolingo: Love The Business, Don't Love The Valuation

Apr 28

Duolingo: Still A Bargain At 35x FCF? I Think So

Apr 10

Is There An Opportunity With Duolingo, Inc.'s (NASDAQ:DUOL) 36% Undervaluation?

Apr 07
Is There An Opportunity With Duolingo, Inc.'s (NASDAQ:DUOL) 36% Undervaluation?

Duolingo: AI Concerns Are Overblown, But Stock Is Already Overpriced Anyway

Feb 28

Why Investors Shouldn't Be Surprised By Duolingo, Inc.'s (NASDAQ:DUOL) 26% Share Price Surge

Feb 11
Why Investors Shouldn't Be Surprised By Duolingo, Inc.'s (NASDAQ:DUOL) 26% Share Price Surge

Duolingo: Despite Being A High-Quality Company, Market Expectations Are Too High

Jan 15

We Like These Underlying Return On Capital Trends At Duolingo (NASDAQ:DUOL)

Dec 19
We Like These Underlying Return On Capital Trends At Duolingo (NASDAQ:DUOL)

Duolingo: Stellar Stock With Stretched Valuation (Rating Downgrade)

Dec 10

Duolingo, Inc.'s (NASDAQ:DUOL) 26% Jump Shows Its Popularity With Investors

Nov 23
Duolingo, Inc.'s (NASDAQ:DUOL) 26% Jump Shows Its Popularity With Investors

CEO Compensation Analysis

How has Luis von Ahn Arellano's remuneration changed compared to Duolingo's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$414m

Sep 30 2025n/an/a

US$386m

Jun 30 2025n/an/a

US$117m

Mar 31 2025n/an/a

US$97m

Dec 31 2024US$767kUS$750k

US$89m

Sep 30 2024n/an/a

US$87m

Jun 30 2024n/an/a

US$66m

Mar 31 2024n/an/a

US$46m

Dec 31 2023US$767kUS$750k

US$16m

Sep 30 2023n/an/a

-US$10m

Jun 30 2023n/an/a

-US$31m

Mar 31 2023n/an/a

-US$50m

Dec 31 2022US$765kUS$750k

-US$60m

Sep 30 2022n/an/a

-US$63m

Jun 30 2022n/an/a

-US$74m

Mar 31 2022n/an/a

-US$59m

Dec 31 2021US$74mUS$540k

-US$60m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$27m

Mar 31 2021n/an/a

-US$27m

Dec 31 2020US$3mUS$330k

-US$16m

Compensation vs Market: Luis's total compensation ($USD767.25K) is below average for companies of similar size in the US market ($USD6.87M).

Compensation vs Earnings: Luis's compensation has been consistent with company performance over the past year.


CEO

Luis von Ahn Arellano (46 yo)

14.6yrs
Tenure
US$767,250
Compensation

Dr. Luis Alfonso von Ahn Arellano, Ph D., is Independent Director of Figma, Inc. from July 2025. He had been Independent Director of Root, Inc. since October 2020 until June 7, 2022.Since August 2011, he...


Leadership Team

NamePositionTenureCompensationOwnership
Luis von Ahn Arellano
Co-Founder14.6yrsUS$767.25k7.14%
$ 334.5m
Gilian Munson
Chief Financial Officerless than a yearUS$233.68kno data
Stephen Chen
General Counsel6yrsUS$2.19m0.035%
$ 1.6m
Matthew Skaruppa
Advisorless than a yearUS$5.58m0.000010%
$ 468.3
Robert Meese
Chief Business Officer5yrsUS$2.01m0.30%
$ 14.2m
Natalie Glance
Chief Engineering Officer6.3yrsUS$3.96m0.24%
$ 11.3m
Severin Hacker
Co-Founder14.6yrsUS$37.42m6.42%
$ 300.7m
Deborah Belevan
VP of Investor Relationsno datano datano data
Sam Dalsimer
Global Head of Communicationsno datano datano data
Manu Orssaud
Chief Marketing Officerno datano datano data
Molly Lindsay
Chief People Officerno datano datano data
Linda Simensky
Head of Animation & Scripted Content4.4yrsno datano data
5.5yrs
Average Tenure
47yo
Average Age

Experienced Management: DUOL's management team is seasoned and experienced (5.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Luis von Ahn Arellano
Co-Founder14.6yrsUS$767.25k7.14%
$ 334.5m
Severin Hacker
Co-Founder14.6yrsUS$37.42m6.42%
$ 300.7m
William Gordon
Independent Director6.1yrsUS$227.93k0.16%
$ 7.6m
John Lilly
Independent Director4.3yrsUS$224.81k0.014%
$ 651.0k
James Shelton
Independent Director5.6yrsUS$227.68k0.020%
$ 923.1k
Mario Schlosser
Independent Director1.8yrsUS$348.84kno data
Amy Bohutinsky
Independent Director5.8yrsUS$227.68k0.011%
$ 513.3k
Sara Clemens
Independent Director5.8yrsUS$232.81k0.0076%
$ 356.4k
Bonnie Ross
Independent Director1.3yrsUS$359.97kno data
5.8yrs
Average Tenure
51.5yo
Average Age

Experienced Board: DUOL's board of directors are considered experienced (5.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/24 13:10
End of Day Share Price 2026/03/24 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Duolingo, Inc. is covered by 29 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Vikram KesavabhotlaBaird
Ross SandlerBarclays
X. LuBarclays