Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ABNB
BUYAirbnb, Inc. · Consumer Cyclical · United States · $83.7B · Avg Vol: $530M/d
COMPANY DESCRIPTION
Airbnb, Inc. operates a leading global online marketplace connecting hosts who offer unique accommodations and experiences with guests seeking lodging worldwide. The company's robust competitive moat is built on its powerful network effect, unparalleled brand recognition, and a vast, diverse inventory that differentiates it from traditional hospitality. Airbnb holds a dominant position in the alternative accommodations and travel experiences market globally.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.4B | 9.9B | 11.1B | 12.2B | 13.4% | 12.6B | 14.0B | 15.4B | 12.3% |
| EPS | 2.97 | 7.52 | 4.19 | 4.10 | 11.3% | 4.01 | 5.18 | 6.15 | 22.4% |
| Shares | 631.0M | 638.0M | 623.0M | 602.0M | -4.6% | — | — | — | — |
| Debt | 2.3B | 2.3B | 2.1B | 2.1B | -4.1% | 2.5B | — | — | — |
| Equity | 5.6B | 8.2B | 8.4B | 8.2B | 13.8% | — | — | — | — |
| Op CF | 3.4B | 3.9B | 4.5B | 4.6B | 10.6% | 4.6B | — | — | — |
| Inv CF | -28.0M | -1.0B | -616.0M | -748.0M | — | — | — | — | — |
| Fin CF | -689.0M | -2.4B | -3.6B | -3.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ABNB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ABNB | Airbnb, Inc.(you) | $83.7B | 70 | BUY |
| BKNG.MX | Booking Holdings Inc. | $141.3B | 71 | BUY |
| RCL.MX | Royal Caribbean Cruises Ltd. | $85.5B | 57 | HOLD |
| CCL1N.MX | Carnival Corporation Ltd. | $42.5B | 75 | BUY |
| EXPE | Expedia Group, Inc. | $31.2B | 73 | BUY |
| VIK | Viking Holdings Ltd | $44.9B | 56 | HOLD |
| 9961.HK | Trip.com Group Limited | $24.5B | 54 | HOLD |
| TUI1.DE | TUI AG | $4.3B | 65 | HOLD |
| GBTG | Global Business Travel Group, Inc. | $4.9B | 53 | HOLD |
| NCLHN.MX | Norwegian Cruise Line Holdings Ltd. | $9.8B | 39 | HOLD |
Peer medians: ROE 7.8% · P/E 17.1x · Gross margin 30.2%