Airbnb Inc (ABNB)vsBlackstone Group Inc (BX)
ABNB
Airbnb Inc
$141.49
+0.73%
CONSUMER CYCLICAL · Cap: $83.51B
BX
Blackstone Group Inc
$123.77
+1.18%
FINANCIAL SERVICES · Cap: $149.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 18% more annual revenue ($14.40B vs $12.24B). BX leads profitability with a 21.2% profit margin vs 20.5%. ABNB appears more attractively valued with a PEG of 1.31. BX earns a higher WallStSmart Score of 61/100 (C+).
ABNB
Buy58
out of 100
Grade: C
BX
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.6%
Fair Value
$240.68
Current Price
$141.49
$99.19 discount
Intrinsic value data unavailable for BX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 38.0%
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 21 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Earnings declined 23.7%
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
3.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ABNB
The strongest argument for ABNB centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 9.7%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : BX
The strongest argument for BX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
BX carries more volatility with a beta of 1.63 — expect wider price swings.
ABNB is growing revenue faster at 12.0% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BX scores higher overall (61/100 vs 58/100), backed by strong 21.2% margins. ABNB offers better value entry with a 41.6% margin of safety. Both earn "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.
Blackstone Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.
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