Airbnb Inc (ABNB)vsMakeMyTrip Limited (MMYT)
ABNB
Airbnb Inc
$138.85
+4.00%
CONSUMER CYCLICAL · Cap: $82.47B
MMYT
MakeMyTrip Limited
$44.09
-2.39%
CONSUMER CYCLICAL · Cap: $4.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 1111% more annual revenue ($12.65B vs $1.04B). ABNB leads profitability with a 19.9% profit margin vs 5.0%. ABNB appears more attractively valued with a PEG of 1.28. ABNB earns a higher WallStSmart Score of 59/100 (C).
ABNB
Buy59
out of 100
Grade: C
MMYT
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$232.65
Current Price
$138.85
$93.80 discount
Margin of Safety
+29.8%
Fair Value
$84.65
Current Price
$44.09
$40.56 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
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
Operating margin of 3.2%
Weak financial health signals
1.9% revenue growth
5.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : MMYT
The strongest argument for MMYT centers on Debt/Equity.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, Operating Margin.
Bear Case : MMYT
The primary concerns for MMYT are Revenue Growth, Profit Margin, PEG Ratio. A P/E of 119.9x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ABNB profiles as a growth stock while MMYT is a value play — different risk/reward profiles.
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.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ABNB scores higher overall (59/100 vs 38/100), backed by strong 19.9% margins and 17.9% revenue growth. MMYT offers better value entry with a 29.8% margin of safety. Both earn "Buy" and "Hold" 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.
MakeMyTrip Limited
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
MakeMyTrip Limited, an online travel company, sells travel products and solutions in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, and Indonesia. The company is headquartered in Gurugram, India.
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