Airbnb Inc (ABNB)vsExpedia Group Inc. (EXPE)
ABNB
Airbnb Inc
$133.54
+1.08%
CONSUMER CYCLICAL · Cap: $79.74B
EXPE
Expedia Group Inc.
$228.88
+0.75%
CONSUMER CYCLICAL · Cap: $26.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Expedia Group Inc. generates 20% more annual revenue ($15.17B vs $12.65B). ABNB leads profitability with a 19.9% profit margin vs 9.8%. EXPE appears more attractively valued with a PEG of 0.74. EXPE earns a higher WallStSmart Score of 59/100 (C).
ABNB
Buy59
out of 100
Grade: C
EXPE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.8%
Fair Value
$233.63
Current Price
$133.54
$100.09 discount
Margin of Safety
-12.9%
Fair Value
$206.81
Current Price
$228.88
$22.07 premium
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 258 in profit
Growing faster than its price suggests
Generating 3.7B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Operating margin of 3.2%
Weak financial health signals
Trading at 47.7x book value
Earnings declined 27.3%
Distress zone — elevated risk
Elevated debt levels
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 : EXPE
The strongest argument for EXPE centers on Return on Equity, PEG Ratio, Free Cash Flow. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.74 suggests the stock is reasonably priced for its growth.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, Operating Margin.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, EPS Growth, Altman Z-Score. Debt-to-equity of 8.17 is elevated, increasing financial risk.
Key Dynamics to Monitor
ABNB profiles as a growth stock while EXPE is a value play — different risk/reward profiles.
EXPE carries more volatility with a beta of 1.26 — expect wider price swings.
ABNB is growing revenue faster at 17.9% — sustainability is the question.
EXPE generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
ABNB scores higher overall (59/100 vs 59/100), backed by strong 19.9% margins and 17.9% revenue growth. 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.
Expedia Group Inc.
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.
Compare with Other TRAVEL SERVICES Stocks
Want to dig deeper into these stocks?