Airbnb Inc (ABNB)vsW. R. Berkley Corp (WRB)
ABNB
Airbnb Inc
$141.49
+0.73%
CONSUMER CYCLICAL · Cap: $83.51B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 21% more annual revenue ($14.85B vs $12.24B). ABNB leads profitability with a 20.5% profit margin vs 12.6%. ABNB appears more attractively valued with a PEG of 1.31. WRB earns a higher WallStSmart Score of 65/100 (C+).
ABNB
Buy58
out of 100
Grade: C
WRB
Buy65
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
Intrinsic value data unavailable for WRB.
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 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Earnings declined 23.7%
Distress zone — elevated risk
4.0% revenue growth
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 : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ABNB profiles as a mature stock while WRB is a value play — different risk/reward profiles.
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.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (65/100 vs 58/100). 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.
W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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