Airbnb Inc (ABNB)vsMakeMyTrip Limited (MMYT)
ABNB
Airbnb Inc
$161.81
-3.01%
CONSUMER CYCLICAL · Cap: $101.91B
MMYT
MakeMyTrip Limited
$48.34
+0.77%
CONSUMER CYCLICAL · Cap: $5.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 1141% more annual revenue ($13.16B vs $1.06B). ABNB leads profitability with a 20.4% profit margin vs 3.2%. ABNB appears more attractively valued with a PEG of 1.59. ABNB earns a higher WallStSmart Score of 72/100 (B).
ABNB
Strong Buy72
out of 100
Grade: B
MMYT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.7%
Fair Value
$235.91
Current Price
$161.81
$74.10 discount
Margin of Safety
+30.7%
Fair Value
$85.71
Current Price
$48.34
$37.37 discount
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
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.2x book value
Weak financial health signals
3.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 60.8%
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 : MMYT
The strongest argument for MMYT centers on Debt/Equity.
Bear Case : ABNB
The primary concerns for ABNB are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : MMYT
The primary concerns for MMYT are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 234.3x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ABNB profiles as a growth stock while MMYT 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 16.5% — sustainability is the question.
Monitor TRAVEL SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ABNB scores higher overall (72/100 vs 44/100), backed by strong 20.4% margins and 16.5% revenue growth. MMYT offers better value entry with a 30.7% margin of safety. Both earn "Strong Buy" and "Hold" 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.
MakeMyTrip Limited
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
MakeMyTrip Limited, an online travel company, sells travel products and solutions in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, and Indonesia. The company is headquartered in Gurugram, India.
Visit Website →Compare with Other TRAVEL SERVICES Stocks
Want to dig deeper into these stocks?