Airbnb Inc (ABNB)vsBooking Holdings Inc (BKNG)
ABNB
Airbnb Inc
$133.54
+1.33%
CONSUMER CYCLICAL · Cap: $82.47B
BKNG
Booking Holdings Inc
$165.84
+0.09%
CONSUMER CYCLICAL · Cap: $135.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 119% more annual revenue ($27.69B vs $12.65B). BKNG leads profitability with a 22.2% profit margin vs 19.9%. BKNG appears more attractively valued with a PEG of 0.71. BKNG earns a higher WallStSmart Score of 76/100 (B+).
ABNB
Buy59
out of 100
Grade: C
BKNG
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.6%
Fair Value
$233.63
Current Price
$133.54
$100.09 discount
Margin of Safety
+2.4%
Fair Value
$180.01
Current Price
$165.84
$14.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Large-cap with strong market position
17.9% revenue growth
Generating 1.7B in free cash flow
Every $100 of equity generates 226 in profit
Earnings expanding 240.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Operating margin of 3.2%
Weak financial health signals
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ABNB
The strongest argument for ABNB centers on Return on Equity, Market Cap, Revenue Growth. Profitability is solid with margins at 19.9% and operating margin at 3.2%. Revenue growth of 17.9% demonstrates continued momentum.
Bull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.2% and operating margin at 25.0%. Revenue growth of 16.2% demonstrates continued momentum.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, Operating Margin.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Key Dynamics to Monitor
ABNB carries more volatility with a beta of 1.16 — expect wider price swings.
ABNB is growing revenue faster at 17.9% — sustainability is the question.
BKNG generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BKNG scores higher overall (76/100 vs 59/100), backed by strong 22.2% margins and 16.2% revenue growth. ABNB offers better value entry with a 39.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Airbnb Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Airbnb, Inc. is an American company that operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities, based in San Francisco, California.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
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