Airbnb Inc (ABNB)vsExpedia Group Inc. (EXPE)
ABNB
Airbnb Inc
$131.81
+1.39%
CONSUMER CYCLICAL · Cap: $77.94B
EXPE
Expedia Group Inc.
$236.26
-0.31%
CONSUMER CYCLICAL · Cap: $29.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Expedia Group Inc. generates 20% more annual revenue ($14.73B vs $12.24B). ABNB leads profitability with a 20.5% profit margin vs 8.8%. EXPE appears more attractively valued with a PEG of 0.84. EXPE earns a higher WallStSmart Score of 63/100 (C+).
ABNB
Buy58
out of 100
Grade: C
EXPE
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-381.1%
Fair Value
$27.40
Current Price
$131.81
$104.41 premium
Margin of Safety
-250.2%
Fair Value
$66.71
Current Price
$236.26
$169.55 premium
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
Every $100 of equity generates 49 in profit
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Earnings declined 23.7%
Distress zone — elevated risk
Trading at 22.5x book value
Earnings declined 27.3%
Distress zone — elevated risk
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 : EXPE
The strongest argument for EXPE centers on Return on Equity, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
ABNB profiles as a mature stock while EXPE is a value play — different risk/reward profiles.
EXPE carries more volatility with a beta of 1.41 — expect wider price swings.
ABNB is growing revenue faster at 12.0% — sustainability is the question.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
EXPE scores higher overall (63/100 vs 58/100) and 11.4% 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.
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