Airbnb Inc (ABNB)vsAltria Group (MO)
ABNB
Airbnb Inc
$141.49
+0.73%
CONSUMER CYCLICAL · Cap: $83.51B
MO
Altria Group
$68.12
-1.33%
CONSUMER DEFENSIVE · Cap: $115.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Altria Group generates 66% more annual revenue ($20.38B vs $12.24B). MO leads profitability with a 39.5% profit margin vs 20.5%. ABNB appears more attractively valued with a PEG of 1.31. MO earns a higher WallStSmart Score of 61/100 (C+).
ABNB
Buy58
out of 100
Grade: C
MO
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
Margin of Safety
-37.3%
Fair Value
$48.02
Current Price
$68.12
$20.10 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
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 62.3%
Earnings expanding 106.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
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
ROE of 0.0% — below average capital efficiency
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 : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.5% and operating margin at 62.3%.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
ABNB carries more volatility with a beta of 1.21 — expect wider price swings.
ABNB is growing revenue faster at 12.0% — sustainability is the question.
MO generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MO scores higher overall (61/100 vs 58/100), backed by strong 39.5% 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.
Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
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