$106.82
-106.4% vs S&P 12m
Business overview
Language learning app with AI-powered Max tier and aggressive AI-driven content generation.
Cleanest public consumer AI productivity success: subs ramp tied directly to AI features.
Composite score
Higher = stronger overall research case
Fundamental72
Technical25
Valuation88
AI relevance55
Risk-adjusted (higher = safer)41
Segment-relative fundamental percentile: 75
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: -12.2%6M RS: -51.4%12M RS: -106.4%Vol30d: 58%DD52w: -79.7%
Financial summary
Curated, illustrative
Revenue
$1.10B
Growth (YoY)
26.5%
Gross margin
72.7%
Operating margin
15.4%
FCF
$312.47M
Capex
$120.50M
Net cash / (debt)
$1.16B
ROIC
5.9%
Customer conc.
Medium
Valuation
Market cap
$4.98B
Enterprise value
$3.82B
P/E (TTM)
12.2x
Forward P/E
13.5x
EV / Sales
3.5x
EV / EBITDA
21.5x
P / FCF
15.9x
PEG
—
Rule of 40
67.0%
Risks
Severity 1 (low) to 5 (severe)
- 4Native LLM substitution
- 4Extreme valuation
Score components
What drove the composite
Growth81
Profitability54
Cash generation89
Balance sheet97
Moat / AI relevance62
Capital intensity (higher = lighter)57
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)29
Momentum (3/6/12m)33
Relative strength7
Realized vol (higher = lower vol)34
Segment peers
Other companies in Consumer AI