Airbnb Inc (ABNB)vsResMed Inc (RMD)
ABNB
Airbnb Inc
$131.81
+1.39%
CONSUMER CYCLICAL · Cap: $77.94B
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 127% more annual revenue ($12.24B vs $5.40B). RMD leads profitability with a 27.5% profit margin vs 20.5%. ABNB appears more attractively valued with a PEG of 1.24. RMD earns a higher WallStSmart Score of 70/100 (B).
ABNB
Buy58
out of 100
Grade: C
RMD
Strong Buy70
out of 100
Grade: B
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
+14.4%
Fair Value
$303.30
Current Price
$226.31
$76.99 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
Strong operational efficiency at 35.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Earnings declined 23.7%
Distress zone — elevated risk
No major concerns identified
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 : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
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.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RMD scores higher overall (70/100 vs 58/100), backed by strong 27.5% margins and 11.0% revenue growth. Both earn "Strong 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.
ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
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