Airbnb Inc (ABNB)vsExpedia Group Inc. (EXPE)
ABNB
Airbnb Inc
$166.22
+0.17%
CONSUMER CYCLICAL · Cap: $101.91B
EXPE
Expedia Group Inc.
$279.35
-1.83%
CONSUMER CYCLICAL · Cap: $32.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Expedia Group Inc. generates 19% more annual revenue ($15.70B vs $13.16B). ABNB leads profitability with a 20.4% profit margin vs 13.0%. EXPE appears more attractively valued with a PEG of 0.78. EXPE earns a higher WallStSmart Score of 72/100 (B).
ABNB
Strong Buy72
out of 100
Grade: B
EXPE
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.7%
Fair Value
$235.91
Current Price
$166.22
$69.69 discount
Margin of Safety
-8.6%
Fair Value
$215.11
Current Price
$279.35
$64.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 21.0%
16.5% revenue growth
Earnings expanding 33.4% YoY
Every $100 of equity generates 168 in profit
Earnings expanding 188.7% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 1.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Weak financial health signals
Trading at 27.7x book value
Distress zone — elevated risk
Elevated debt levels
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 20.4% and operating margin at 21.0%. Revenue growth of 16.5% demonstrates continued momentum.
Bull Case : EXPE
The strongest argument for EXPE centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : ABNB
The primary concerns for ABNB are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : EXPE
The primary concerns for EXPE are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
ABNB profiles as a growth stock while EXPE is a value play — different risk/reward profiles.
EXPE carries more volatility with a beta of 1.25 — expect wider price swings.
ABNB is growing revenue faster at 16.5% — sustainability is the question.
EXPE generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ABNB scores higher overall (72/100 vs 72/100), backed by strong 20.4% margins and 16.5% revenue growth. Both earn "Strong Buy" and "Strong 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.
Expedia Group Inc.
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.
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