Airbnb Inc (ABNB)vsNorthrop Grumman Corporation (NOC)
ABNB
Airbnb Inc
$131.81
+1.39%
CONSUMER CYCLICAL · Cap: $77.94B
NOC
Northrop Grumman Corporation
$691.21
+1.33%
INDUSTRIALS · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 243% more annual revenue ($41.95B vs $12.24B). ABNB leads profitability with a 20.5% profit margin vs 10.0%. ABNB appears more attractively valued with a PEG of 1.24. ABNB earns a higher WallStSmart Score of 58/100 (C).
ABNB
Buy58
out of 100
Grade: C
NOC
Buy56
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
+24.9%
Fair Value
$904.35
Current Price
$691.21
$213.14 discount
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
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Earnings declined 23.7%
Distress zone — elevated risk
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
ABNB profiles as a mature stock while NOC 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 12.0% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
ABNB scores higher overall (58/100 vs 56/100), backed by strong 20.5% margins and 12.0% revenue growth. NOC offers better value entry with a 24.9% 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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